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Diary of an Investor

diary of an investor pieter mullen

Diary of an Investor: What’s up with research costs?

June 2018 (magazine)By Pieter Mullen

In fixed income, no-one has ever really known how the research impacts on investment costs

diary of an investor pieter mullen

Diary of an Investor: Making an impact

May 2018 (magazine)By

We at Wasserdicht like to think that our company has a positive impact around the world as a pump and flood protection equipment multinational

diary of an investor pieter mullen

Diary of an Investor: Imperfect foresight

March 2018 (magazine)By

‘Administration!’ declares Geert, our head of investment research one morning. ‘Not a sexy subject.’

diary of an investor pieter mullen

Diary Of An Investor: Paradise lost

January 2018 (magazine)By Pieter Mullen

As our co-investment partners PensionKøbenhavn found recently, unexpected risks can turn round and bite you

diary of an investor

Diary of an investor: A free lunch, or two

December 2017 (Magazine)By

In common with many others, Wasserdicht’s international pension plans have dispensed with most of their traditional active equity allocations over the years

Diary of an Investor: A weak link

November 2017 (Magazine)By Pieter Mullen

As an investment professional I am used to traditional risk categories like equities, interest rates, inflation and the like. Now it seems we will have to add information security risk to that list

Diary of an Investor: Who bears the cost?

October 2017 (Magazine)By Pieter Mullen

Sometimes I look back fondly on the simpler good old days. 

Diary of an Investor: The price of everything

September 2017 (Magazine)By Pieter Mullen

We Dutch are well known for keeping an eye on the price of things and for our frugal approach to life. Increasingly, this applies to pension funds

All Diary of an Investor

On the record: Asset management fees

February 2019 (Magazine)By

We asked two European pension funds about their attitude to asset management fees and costs

ivonne forno

How we run our money: Laborfonds

February 2019 (Magazine)By

Ivonne Forno (pictured), the CEO of Laborfonds, the Trentino-Alto Adige/Südtirol regional pension fund, talks to Carlo Svaluto Moreolo shortly after the fund’s 20th birthday

david semaya

Strategically Speaking: Sumitomo Mitsui Trust Asset Management

February 2019 (Magazine)By

Following the group’s reorganisation, SMTAM’s David Semaya outlines ambitious plans to widen their international expansion

On the Record: Adapting to change

January 2019 (magazine)By

As the equity markets begin 2019 in worse shape than last year, we asked three European pension funds how they conceive and execute their equity strategy, in order protect the portfolio

xander den uyl

How We Run our Money: PWRI

January 2019 (magazine)By

Xander den Uyl, chairman of PWRI, the Dutch fund for disabled workers, tells Carlo Svaluto Moreolo about its particular approach to ESG

Strategically Speaking: Tages Group

January 2019 (magazine)By

Saying that Tages is an investor in alternative asset management businesses does not really do justice to its eclectic nature

On the Record: The question of hedging

December 2018 (magazine)By

We asked two European pension funds how they hedge against interest rate risk, as the probability that interest rates will rise over the few next years grows 

mikael angberg

How We Run Our Money: Första AP-fonden (AP1)

December 2018 (magazine)By

Mikael Angberg, CIO of Första AP-fonden (AP1), one of Sweden’s buffer funds, outlines the fund’s investment philosophy to Carlo Svaluto Moreolo

All Interviews

dukes fuqua school of business

US economy: Overpricing recession risk

February 2019 (Magazine)By Vanessa Drucker

Financial markets have suffered a nasty bout of indigestion since October. The interplay of sentiment and volatility induced widespread pessimism, with added concern that market tantrums could subsequently bleed into the real economy

aaa leveraged loan clo spreads

CLO supply outstrips demand

February 2019 (Magazine)By Dewi John

Do reports of a growing wariness over collateralised loan obligations (CLOs) mean that the good times are over for the investment vehicle?

robert gall

Briefing: Collateral challenges

January 2019 (magazine)By

Rising interest rates put collateral management strategies to the test

peter kraneveld

Briefing: Trade war, a primer

January 2019 (magazine)By Peter Kraneveld

Protectionism is becoming more widespread despite the benefits of free trade being understood for more than two centuries

All Briefings - Investment

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