Liam Kennedy

London

Editor of Investment and Pensions Europe and Editorial Director at Investment & Pensions Europe

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Articles

LeapFrog eyes global impact investment opportunities | Interviews | IPE

Nov 29, 2024 | ipe.com | Liam Kennedy

Impact investing was once a niche concept. “We were seen as the weird people in the corner of the room,” recalls Andy Kuper, the South African founder and CEO of LeapFrog Investments
Preparedness: a new asset class?

Nov 28, 2024 | ipe.com | Liam Kennedy

Wars are famously costly. Most people would agree that preventing them is infinitely preferable to paying for them. Russia’s invasion of Ukraine has demonstrated the financial and human cost of war. But while conventional or nuclear armed conflict remains a worst-case scenario, the nature of warfare has altered dramatically in recent years. During the Cold War, diplomacy, secret back channels and international treaties were the preferred methods of preventing conflict.
Is it time to add a new layer to strategic asset allocation?

Oct 31, 2024 | ipe.com | Liam Kennedy

For years, strategic asset allocation (SAA) has been a cornerstone of investment for pension funds and other institutional investors. Is sustainability a missing ingredient? Gary Brinson, value investing proponent and founder of Brinson & Partners, later acquired by UBS, plays a strong part in the development of thinking around SAA as co-author of a seminal paper of 1986 together with Randolph Hood and Gilbert Beebower.
The EU needs a few more AP7s

Sep 30, 2024 | ipe.com | Liam Kennedy

Europe sure does not have a savings problem – EU household savings amounted to €1.4trn in 2022 versus €840bn in the US. What Europe does have, though, is a glut of bank savings capital that serves as a double bind. First, this glut makes Europeans poorer than their US counterparts over time because savers fail to compound returns as efficiently as Americans do by investing in growth asset classes. From 2009 to 2023, US household wealth increased by 151%, compared to 55% in the EU.
HSBC Asset Management puts team culture at the fore in growth strategy

Sep 1, 2024 | ipe.com | Liam Kennedy

IPE Membership IPE has created a suite of products and services for Europe’s institutional investment and pensions community.
Top 1000 Pension Funds 2024: Pensions back at a sweet spot

Aug 31, 2024 | ipe.com | Liam Kennedy

IPE Membership IPE has created a suite of products and services for Europe’s institutional investment and pensions community.
Why we need to talk about the birthrate

Aug 31, 2024 | ipe.com | Liam Kennedy

If you live in a big city like London, and if you look hard enough, you are sure to find signs of a falling birthrate. One key indicator of the capital’s 17% fall in births in the decade to 2021 is school rolls, which are declining markedly. Across Greater London, demand for first-year places in primary and secondary schools is set to fall by almost 8,000 in the four years to 2028. Seven London boroughs are forecast to see a 10% drop over this period.
Australia’s Challenger takes credit and affiliates global

Jul 1, 2024 | ipe.com | Liam Kennedy July |Liam Kennedy

IPE Membership IPE has created a suite of products and services for Europe’s institutional investment and pensions community.
Why the green transition throws up workforce and pension challenges

Jul 1, 2024 | ipe.com | Liam Kennedy July |Liam Kennedy

Pensions are a hot topic in corporate Germany, where skills shortages and an ageing workforce have led to a war for talent, as well as a renaissance in occupational retirement provision in the fight for workforce skills. In its 2024 study on occupational pensions, PwC Deutschland found that 41% of surveyed companies have introduced an workplace pensions offering in the last 10 years.
Global active assets drop below 70%

Jun 16, 2024 | ipe.com | Liam Kennedy

The global share of actively managed assets fell below 70% last year as market-benchmarked passive and indexed strategies have continued to gain ground. This is according to IPE’s latest benchmark global asset management research study, IPE Top 500 Asset Managers, published today. European institutional investors have also continued their shift to passive – which now accounts for fully 25% of client managed assets.