All IPE articles in September 2022 (Magazine) – Page 2
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FeaturesWe need better climate models to manage global warming impacts
Travelling back to the UK from Sri Lanka in July, I experienced a 10-degree temperature rise with the UK hitting over 40°C. While some people may argue that such extreme temperatures in the UK could just be a statistical anomaly, climate scientists such as Tim Palmer, Royal Society research professor in climate physics at Oxford University, who I spoke to at length on the subject, have no doubt that global mean temperatures are rising as a result of greenhouse gas emissions caused by human activities.
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Special ReportNetherlands: Rising funding ratios with a bitter side taste
Dutch funding ratios have continued to rise, but are being overshadowed by inflation concerns and enormous investment losses
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InterviewsOn the record: bracing for uncertain times
Investors stay true to their diversification strategies in response to an increasingly complex inflation and global growth outlook. Alternatives are still seen as the best instrument to diversify risk
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Special ReportSpain: Second-pillar reforms broaden coverage
Amendments to existing laws and new ones extend access to second-pillar occupational pension funds to more workers
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Opinion PiecesInstitutional capital for energy resilience
Ukraine’s independence day on 24 August also marked six months since the start of Russia’s invasion and with it a profound shift in the global geopolitical and economic balance.
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FeaturesCEE private equity: in search of capital
War in Ukraine is just one factor deterring investment in private equity and growth capital in Central and Eastern Europe
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Opinion PiecesHeatwaves remind us climate finance is more than net zero
In the middle of the now-famous speech that ended Stuart Kirk’s tenure as HSBC’s head of responsible investment, he said something that got lost. While most of Kirk’s controversial May presentation on ‘why investors need not worry about climate risk’ was picked apart on social media and in the press – resulting in his suspension and exit from the asset manager – his slide on climate adaptation (or ‘adaption’) was largely ignored.
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FeaturesCommodities show their value
The few pension schemes with an investment in commodities benefitted from this allocation in recent months. Prices in this asset class rose as the pandemic and war in Ukraine pushed up the cost of fossil fuels and re-ignited inflation while both equity and bond markets faltered.
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Special Report
Ireland: IORP implementation prompts consolidation
Ireland’s pensions trade body warns that many smaller schemes will be unable to meet the requirements of IORP II, accelerating the move to master trusts
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Country ReportNetherlands: Pension transition drives consolidation
Pension schemes are turning to mergers as one way to cope with the rising costs of complying with greater regulation
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FeaturesFixed income, rates & currency: defying historical norms
Another US jobs report comes in significantly above consensus. Its across-the-board strength, upward revisions to previous reports, and an unemployment rate at the lowest level since 1963, may indicate that the economy is not quite as near recession as previously surmised. And with inflation still rising, albeit slightly less fast than expected, the outlook remains cloudy.
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Opinion PiecesUS: The great unfreeze - does it make sense to reopen DB plans?
US defined benefit (DB) public and corporate pension funds are responding differently to inflationary pressures. Public schemes are more concerned about the negative impact of financial market turmoil on their returns, while corporates are enjoying the rising discount rates that are lowering their liabilities and improving their funded status.
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Country ReportNetherlands: Dutch pension funds make early switch to DC
There are various HR and corporate motives for switching to defined contribution arrangements before the new pension system comes into play in the Netherlands
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FeaturesResearch: The democratising of impact investing
Amin Rajan and Sebastian Schiele find investors are opting for more social-related investing
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Special ReportPortugal: Sustainability efforts need to be redoubled
Portugal recognises that past pension reforms mitigated the fiscal effects of an ageing population, but more effort is needed over the coming years
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Asset Class ReportsEquities – Fundamental managers on the search for quality and growth
At a time of high volatility in markets, bottom-up selection based on equity fundamentals is as relevant as ever, but managers remain challenged to find resilient companies
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FeaturesEuro peripheral spreads
Just over a decade ago, Mario Draghi, then President of the ECB, gave a speech in which he uttered the famous words: “.…the European Central Bank [ECB] is ready to do whatever it takes to preserve the euro”, a phrase often credited with hauling Europe out of the depths of its sovereign debt crisis.
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Special ReportSwitzerland: First-pillar reforms put to the public
A referendum this autumn will decide the fate of reform to the first pillar, and parliament will debate the reform of the second pillar
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Special Report
France: New government revives pension reform
Under Emmanuel Macron’s second presidential term, the French government hopes to achieve an overhaul of the first-pillar pension system
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Special ReportIceland: International Monetary Fund warns on system risk
Despite its top-ranking pension system, there has been slow progress on increasing diversification abroad and in infrastructure
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