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  • AXA - Sustainability
    Opinion Pieces

    Viewpoint: Putting impact at the core of sustainable investment market stats

    2024-02-21T09:00:00Z

    The question of whether sustainable investments actually make a difference was one of the reasons why Eurosif revised its methodology for its market studies

  • Photo of Riccardo Rebonato, Scientific director of EDHEC-Risk Climate Impact Institute
    Opinion Pieces

    Viewpoint: Investor climate scenarios need to be probability-aware

    2024-02-09T09:00:00Z

    Riccardo Rebonato, of EDHEC-Risk Climate Impact Institute, argues that climate scenarios need to come with probabilities if they are to be useful for investors 

  • Joseph Mariathasan
    Opinion Pieces

    UK equities: stop tinkering and focus on the long term

    February 2024 (magazine)

    As the UK heads for a general election this year, both major parties (Labour and Conservative) will be proclaiming their solutions to the UK’s perennial problems of chronically low levels of investment, a dearth of new innovative companies and disappointing growth. 

  • Carlo
    Opinion Pieces

    Europe (still) needs pension capital

    February 2024 (magazine)

    The pressure on pension funds to invest in domestic assets never fades. Certain countries, notably in Northern Europe, have dealt with it better, for historical and cultural reasons. 

  • NickolaiSlavchev_color_corrections_WB (1)8c8a727911865f95d0347183d556dbbb63b1a585e7fde73db11b171380f80f65
    Opinion Pieces

    Cross-border pensions: a better taxation model

    February 2024 (magazine)

    When members of the European Union accession generation from central and eastern European (CEE) countries were young they used to dream of visiting Santa Claus in Lapland. As travel abroad was not permitted and communications were not developed, they wrote letters and waited impatiently for their presents to arrive. 

  • Letter from Australia
    Opinion Pieces

    Australian funds jostle for slice of energy transition market

    February 2024 (magazine)

    Australia’s largest integrated power generator and energy retailer, Origin, lost out on becoming a cornerstone investment in the US$15bn (€13.7bn) Brookfield Global Transition Fund after a failed A$20bn (€12.2bn) attempt by a Brookfield-led consortium to take over Origin last year.

  • Notes from the Netherlands
    Opinion Pieces

    Opponents of Dutch pension reform can’t agree

    February 2024 (magazine)

    The Dutch parliamentary elections of 22 November not only resulted in a historic victory for Geert Wilders. The record loss of the governing coalition also meant the new Pension Act no longer has majority support in parliament.  

  • Liam Kennedy at IPE
    Opinion Pieces

    Corporate pensions: a close eye on yields in 2024

    February 2024 (magazine)

    The final two months of 2023 saw a return to form for global fixed income and equities, with respectable single and double-digit numbers in each case. After a false start in early 2023, at least for a multitude of asset forecasters, bonds were finally back in the final months of last year.

  • Lettter from the US
    Opinion Pieces

    Guaranteed retirement income and AI: key themes for the US in 2024

    February 2024 (magazine)

    The three major 2024 trends in the US retirement industry, according to senior industry figures interviewed by IPE, are: Plan sponsors will continue to expand financial wellness programmes and explore optional provisions of the new pension law SECURE 2.0. Plan participants will up their demand for guaranteed income and ...

  • BEN LEACH
    Opinion Pieces

    Why DC pensions should choose private equity as first step into illiquids

    January 2024 (Magazine)

    Governments, regulators, central banks and even trustees are talking about illiquid investments and the productive economy. This is correctly driven by an underlying belief that illiquid assets can improve overall portfolio risk-adjusted returns. But most importantly, if defined contribution (DC) trustees are already keen to get behind productive finance, where do they start if they currently allocate nothing to illiquids?

  • Viewpoint January 2024
    Opinion Pieces

    Reasons to be cheerful in ESG-land

    January 2024 (Magazine)

    In 1979 Ian Dury, an influential British musician, released a song called ‘Reasons to be Cheerful, Pt 3’, which quickly became a classic. Let us consider why the world of environmental, social and governance (ESG) investing offers grounds for good cheer in the year ahead, even if it is not as rousing as the song.

  • Liam Kennnedy
    Opinion Pieces

    Pensions are instrumental in Europe’s unfinished capital markets project

    January 2024 (Magazine)

    This summer will mark 10 years since Jean-Claude Juncker, former EU Commission president, outlined a vision for a European Capital Markets Union (CMU) – a project both uncompleted and still acutely needed.

  • Lettter from the US
    Opinion Pieces

    IBM revives defined benefit pensions in the US

    January 2024 (Magazine)

    This January 2024 marks an important turning point in the US retirement industry. Technology giant IBM, which has always been seen as a bellwether of American business practices, is keeping its 401(k) plan, but will stop matching contributions of up to 6%. 

  • Letter from Australia
    Opinion Pieces

    Australia's super funds strengthen their voice

    January 2024 (Magazine)

    A new superannuation advocacy body has been established in Australia. Known as the Super Members Council of Australia (SMC), it will become the voice of Australia’s rapidly-growing profit-to-members super funds.

  • Carlo Svaluto Moreolo
    Opinion Pieces

    Agreement on Stability and Growth Pact spells Austerity reload

    January 2024 (Magazine)

    The reform of the Stability and Growth Pact (SGP) proposed by the European Commission (EC) in March 2023 had been criticised from all sides, but just before Christmas, European finance ministers agreed on new terms. The SGP had been suspended in response to the COVID-19 crisis but comes back into force in 2024. 

  • Caroline Escott at Railpen
    Opinion Pieces

    Viewpoint: Unequal voting rights must be phased out

    2023-12-08T09:23:00Z

    Weakening protections around dual class share structures will not deliver the desired benefits

  • Goodman Caroline
    Opinion Pieces

    Securities litigation can be worth the effort

    December 2023 (Magazine)

    Pension funds and other institutional investors face an uphill challenge when it comes to managing their investor action responsibilities. 

  • Carlo Svaluto Moreolo
    Opinion Pieces

    Investors should focus on debt sustainability

    December 2023 (Magazine)

    The good news for institutional investors as 2024 approaches is that central banks seem to have accomplished something remarkable. Inflation is falling in the US and Europe after rising to levels not seen for decades, thanks to what have been among the fastest and sharpest rate hikes. Economic growth has held up, at least in the US. Many economists expect a soft landing there, and a mild recession in Europe. 

  • Liam Kennedy at IPE
    Opinion Pieces

    Will social partners carve a new role for themselves in pensions?

    December 2023 (Magazine)

    Social partnership can mean different things in many countries, or very little at all in others. The concept resonates most in continental Europe, where a tripartite framework of social-market capitalism has taken root since the second world war, in which corporatist decision-making involving government, labour and employer voices is entrenched.

  • Letter from Berlin
    Opinion Pieces

    Investors could do more to boost German start-ups

    December 2023 (Magazine)

    The German constitutional court’s ruling that the government’s reallocation of €60bn worth of debt to the country’s Climate and Transformation Fund is unlawful was a blow. But there was also also some welcome news last month.