All articles by Carlo Svaluto Moreolo – Page 6
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Opinion PiecesItaly’s far-right government won’t bring about great changes
The largely anticipated outcome of the Italian election was a strong mandate for the centre-right coalition. This would hardly be a new scenario, were it not for the fact that this time the chosen leader is Giorgia Meloni of Fratelli d’Italia (Brothers of Italy), a right-wing party with historical links with fascism.
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AnalysisAnalysis: Goodbye, LDI? Too early to say
The sudden and unprecedented rise in Gilt yields, caused by the UK government massive fiscal stimulus announcement, tested the risk management strategies of UK DB schemes
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NewsBank of England intervention eases pressure on DB schemes facing margin calls
Pension funds should proactively look for ways to shore up liquidity, says consultancy
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InterviewsRailpen: Next stop, sustainable long-term returns
Richard Williams (pictured), CIO of Railpen, the manager of the UK’s rail transport pension schemes, talks to Carlo Svaluto Moreolo about the institution’s investment strategy, governance model and commitment to sustainability
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InterviewsStrategically speaking interview: Italian, global and poised for growth
In asset management, three years can be a short or a long time, depending on many factors, including market conditions. To some asset management executives, the second half of the 2010s perhaps felt like an endless slog, due to the intense competition for market share and outperformance within the seemingly never-ending bull market. The first two years of the new decade have certainly elapsed more quickly, thanks to the historical significance of the events that have occurred.
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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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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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Special Report
Italy: Debate on reform continues ahead of snap election
Plans announced to lower the retirement age and raise public benefits, but there has been little discussion of a greater role for second-pillar pensions
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NewsUK regulator launches consultation on Long Term Asset Fund access
FCA seeks contributions from participants to design draft rules to market LTAFs to retail investors, pension schemes
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News
West Yorkshire Pension Fund to use derivatives ESG risk framework
Framework will be used to build an ESG-aware derivatives overlay as fund gradually builds its portfolio of illiquid, alternative assets
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Country ReportItaly: Struggles of the pension sector
Italian industry-wide pension funds fail to attract new members, with potentially serious long-term consequences
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News
IPE Top 500: Managers report stocking up on ESG, engagement staff
Number of ESG and engagement specialists reported by global managers rose by more than 30%
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News
IPE Top 500: Global asset managers break €100trn AUM mark
IPE’s annual Top 500 study of asset managers finds that global and European institutional assets grew by nearly one-fifth during 2021
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InterviewsPension funds on the record: Seeking protection in private markets
Unlisted assets are the safe haven for investors searching for safety in choppy markets
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Opinion PiecesInvestors should require companies to tie executive pay to ESG targets
Stuart Kirk, global head of responsible investing at HSBC Asset Management, has been suspended for saying that investors need not worry about climate risk. Those among the company’s clients who are concerned with sustainability may be relieved that he has been suspended, but there remain questions about greenwashing at the company and within the whole asset management sector.
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Asset Class ReportsQuant managers: back with new weapons
As investors show renewed interest in value strategies, quant managers look for better uses of alternative data
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Special ReportFour challenges for asset managers
Leading figures respond to key questions on ● Investment strategy ● ESG
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InterviewsIlmarinen: The making of a Finnish pensions legend
Mikko Mursula (pictured), CIO of Finland’s Ilmarinen, talks to Carlo Svaluto Moreolo about equities and the organisation’s 2035 net-zero commitment
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Asset Class ReportsEmerging markets: Global or local?
For emerging market strategies, it is difficult to establish a clear link between performance and local presence
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Special ReportCorporate lobbying comes under the spotlight
Companies are starting to respond to investors’ demands for transparent and consistent lobbying.
