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SWFs: Never waste a good crisis
Despite pressure on revenues from oil and gas, Arab sovereign wealth funds are taking opportunistic bets in foreign markets in the face of global economic turmoil
Briefing: The unbearable lightness of investing
Open the newspaper. Any newspaper. Read the front page and then the money pages. Absorb, assimilate, repeat. After half a dozen goes, a pattern is clear.
The Renminbi: A matter of trust
Only a few years ago, there was much hype about the renminbi becoming the next significant reserve currency and potentially even threatening the dominance of the dollar.
Viewpoint: UK superfunds – Super fast, or dead in the water?
Will the superfund ship lawfully leave port any time soon? Following the UK pension regulator’s publication of its interim regime for superfunds in June 2020, there is much talk about scheme transfers to superfund being imminent. Clive Weber, pensions partner, and Paul Ashcroft, solicitor, Wedlake Bell LLP, explain why the ...
Viewpoint: Majority of DC schemes not ready for illiquid assets
But the outlook for change may be positive
Viewpoint: Returns to ESG investing - looking for the light
A fundamental question for investors is whether ESG investment involves a tradeoff, a combination of environmental philanthropy and reduced financial returns, or whether ESG investment will simply deliver the best returns to investors.
Viewpoint: The best things in life aren’t things
Peter Kraneveld argues that ESG and SDG investments are held up to a false standard, underestimating their real revenue and hindering solutions.
Viewpoint: Investing after the Corona Slump
What are the facts that we know and that we can rely on when thinking about portfolio construction?
IPE Quest Expectations Indicator August 2020
Holiday season optimism
Dutch pensions: the next chapter
For those who have been following the cumbersome multi-year saga of Dutch pensions reform, the latest wrinkle might seem trivial.
Turn crisis into opportunity
One of the most striking features of the discussion of what could be called the Corona crisis – the economic and financial crisis associated with the COVID-19 pandemic – is its pervasive intellectual laziness. Far too few commentators are trying to grapple with its unique features.
Portfolio Strategy: Equities in the time of the pandemic
The speed and impacts of the coronavirus pandemic have thrown up challenges for investors that will not be clear for decades
Emerging market equities: India & China
India and China offer a template to understand future perspectives in light of COVID-19
Fixed Income - European investment grade: No sign of end for negative yields
Negative interest rates look set for a lengthy run in Europe, raising concerns about the long-term effects
Private Equity: Finding the right metric
It is hard to compare the performance of private equity investments
Emerging Market Debt - Global View: A mixed picture
Although emerging markets are in aggregate enjoying structural improvements, there are stark differences between regions
