All IPE articles in September 2021 (Magazine) – Page 2
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Special Report
Switzerland: Rule changes widen investment choices
New regulations may give pension funds the ability to allocate beyond current limits
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Asset Class Reports
Small caps: There for the taking
Incorporating the wide range of data available today into investment processes can open up a wealth of new opportunities
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Features
Briefing: The sustainability missing link
Love him or loathe him, no one can doubt that Tesla CEO Elon Musk has a penchant for self-publicity and a talent for disruption in industries from automobiles to space. He has lately taken an interest in the metals and mining sector. In June, he tweeted that he would provide a “giant contract for a long period of time if you mine nickel efficiently and in an environmentally sensitive way”.
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Features
Briefing: Why gold is different
Why does gold behave so differently from industrial metals and, indeed, most commodities in general? Despite the obvious contrasts – such as its shininess and its use in jewellery – it is not immediately clear why this should be the case.
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Special Report
Norway: Moves to boost occupational pension payouts
Government proposals seek to strengthen right to pensions for all workers and maximise returns from schemes
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Special Report
Portugal: Social security fund targeted as COVID bites
Many retirees continue to receive pensions below the poverty line as Portugal continues to turn grey
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Asset Class Reports
PE is back in the running
The case for more investing in private equity is becoming compelling as the number of listed companies declines
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Special Report
Finland: Unified pensions blueprint awaits proposals
A tripartite working group is preparing recommendations on how to merge local government and private-sector pension systems
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Special Report
Austria: Reform in the out tray
The government has not followed through on promises made in its coalition agreement
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Opinion Pieces
Letter from Australia: Too good to be true?
If Australia’s latest five-yearly Intergenerational Report (IGR) is to be taken seriously, Australian retirees can look forward to comfortable retirements 40 years hence.
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Features
Strategically speaking: Goldman Sachs Asset Management
If you are a pension fund, insurer or sovereign wealth fund and you haven’t heard from Goldman Sachs already, it probably won’t surprise you to learn that they want to talk to you – about a variety of alternative investment opportunities they want to put your way as a potential debt or equity fund investor, co-investor or all three.
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Asset Class Reports
Asset class report – Equities
The number of listed companies in the US and the UK has fallen dramatically over the past quarter century, putting more pressure on institutional investors to invest in private equity, as we cover in this report. The report also looks at the emerging market small-cap sector and UK’s micro caps.
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Opinion Pieces
Opportunities beyond the traditional approach to PE
The many thousands of fast-growing small and mid-sized companies globally represent the potential giants of tomorrow, and also provide a fertile hunting ground for those seeking superior investment opportunities.
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Interviews
Interview: Mats Andersson – French honour for Swedish pioneer
AP4 former CEO Mats Andersson was awarded the Légion d’Honneur at the French Embassy in Stockholm this summer – an accolade that made the international nature of his achievements plain
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Opinion Pieces
Guest Viewpoint: Amlan Roy - Changing mindsets on demography is vital
Recent news headlines have warned about the implications of current and projected population growth declines. This article provides perspective on impending demographic changes and their manifold implications
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Special Report
UK: Funding challenges amid continued market uncertainty
The UK’s pension regulator emphasises the need for schemes to focus on long-term planning, transparency and risk management
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Opinion Pieces
Notes from the Netherlands: Truly Paris aligned
A milestone was reached in July when the first Dutch pension fund announced its divestment from fossil fuels. Surprisingly, the fund in question was neither civil service scheme ABP nor healthcare fund PFZW, the two largest Dutch funds, both of which have the ambition to be leaders in sustainable and responsible.
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Interviews
On the record: Aiming for carbon neutrality
Two Nordic pension funds discuss their ambitious climate transition strategies
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Special Report
Italy: Reform season lies ahead
Italian policymakers are discussing further changes to the pension system but are reluctant to address the fundamental problems
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Features
Ahead of the curve: Will rising rates see value stocks win?
There is growing global anticipation that central banks are likely to increase short-term rates. The spectre of inflationary pressure on longer-term rates looms large. What does this mean for value and growth stocks? Value might be expected to come up top and growth to lose out. But this is not the whole story. We examined stock returns during several historical periods of rate increases in the US and UK to see which factor would ultimately come out on top, and when.
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