United States – Page 23
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News
USS: Mark-to-market to blame for pension funds' failure on infrastructure
UK pension fund laments pressure to increase exposure to asset class, as accounting standards prohibit allocations
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Asset Class ReportsBuybacks briefing: Eating their own cooking
In the past few years, companies from many sectors have found a single new favourite investment – their own stock
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News
Pension funds ordered to divest companies that support boycott of Israel
US state of Illinois to ban public sector pension funds from investing in companies that boycott investment or activity in Israel
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NewsWednesday people roundup
BlackRock, SSgS, Eaton Vance, KAS Bank, First Investments, Mirae Asset, Xudoo, Research Affiliates, Focus Orange
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Opinion Pieces
Letter from the US: Move to put clients first
Who will manage the new My Retirement Account (MyRA) pension savings vehicle? This is a big question for the US pension fund industry now that President Barack Obama has created the new programme.
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Asset Class Reports
High Yield: US issuers, euro spreads
A substantial spread differential is attracting US investment-grade issuers across the ocean to issue bonds in euros
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Asset Class ReportsOil price impact on high-yield
The oil price fallout in high-yield has so far been contained within sub-sectors of US energy and migh have opened up energy sector value opportunities
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News
Global pension assets top $36trn, rising 6% in 2014 – Towers Watson
European countries lead pensions growth in 2014, but wider picture shows stronger growth in Mexico and South Africa
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NewsNortel scheme moves to next judgment after £340m win in Canadian case
Lawyers for trustees, PPF lose argument for issuing FSD against Canadian estate but secure £340m funding for deficit
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Opinion Pieces
Letter from the US: End to pensions taboo
Pension reform is no longer a taboo subject for voters: this is one of the outcomes of the 4 November mid-term elections.
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Opinion Pieces
Letter from the US: Pensions and start-ups
Can pension funds play a greater role in stimulating start-ups and economic growth? Some US politicians think so and are trying to deploy public retirement assets for this goal. But critics claim that results have been disappointing so far, mostly because pension funds invest through private equity funds that demand very high fees. So a new idea is gaining support – pension funds investing directly in private companies, cutting out intermediaries.
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Asset Class Reports
US Equities: Catching the technology wave
Joseph Mariathasan discusses where US technology companies sit in relation to a once-in-a-generation paradigm shift: the move from desktop to mobile and the cloud
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Asset Class Reports
US Equities: How deep is your value?
Martin Steward looks at three US quality-value strategies, two of which exemplify the difference between ‘deep’ and ‘relative’ value and one whose profile belies any stylistic categorisation
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Asset Class Reports
US Equities: Let’s get together
Joseph Mariathasan looks at trends in corporate activity in the US market
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Asset Class Reports
US Equities: No place like home
Joseph Mariathasan asks if the relative home bias of North American companies might be a shelter from the geopolitical and economic storms rattling international markets
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Asset Class Reports
US Equities: Too big to grow?
No company can grow its earnings forever, but drawing the ‘ex-growth’ line is almost impossible. Joseph Mariathasan delineates the characteristics of pro-growth mega-caps from the US equity market
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Asset Class Reports
US Equities: It’s a gas
The hydraulic fracturing revolution could re-shape the US economy – and US equity portfolios with it, writes Joseph Mariathasan
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Asset Class Reports
US Equities: Growth – but at what price?
US equity managers’ performance has been determined by a long period of convergence between value and growth strategies. Martin Steward outlines these characteristics in four portfolios and asks if this era is coming to an end
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Asset Class Reports
US Equities: Storm clouds gather over US economy
Shaniel Ramjee worries that markets are misreading the seriousness of the US fiscal position – a situation complicated by a looming budget cut of $1.2bn
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Asset Class Reports
US Equities: Still value to be found on upside
Martin Steward finds some surprising potential for growth at the heart of generally defensive portfolios
