In-depth reporting and commentary on the investment industry. IPE team offer regular insight and analysis on the latest developments along with heavyweight interviews and data analysis
Amundi’s Jean-Jacques Barbéris tells Liam Kennedy about opportunities in liquid markets and ESG staying power
It has been become apparent in recent years that behavioural finance has important things to say about how investors make decisions.
A combination of strong fundamentals, a weaker US dollar and a favourable policy environment may be ushering a new era for emerging market equities
As France battles more upheaval, and with yields on 10-year French govvies spiking, institutional investors have adopted a wait-and-see attitude
Liquid and semi-liquid structures are broadening access to the $2trn private markets universe, particularly following the launch of ETFs containing private credit allocations
Clearstream Fund Services is poised to capitalise on the democratisation of private markets, as Philippe Seyll tells Joseph Mariathasan
Trade policy uncertainty remains elevated, and the US is showing signs of a slowdown. In Europe, inflation numbers are reassuring
The global fixed income outlook remains mixed, with strong economic headwinds despite fading fears of the AI bubble bursting
Global equity optimism rises despite political turmoil and supply-chain risks
Though very few analysts expect equities and bonds to fall across the board, with the exception of Japan, the ‘neutral’ vote is very high
China’s equity markets have rallied over the past few months, triggered by the release of DeepSeek’s open-source AI model
The effects of the global recession caused by the response to the COVID-19 pandemic are lingering, as seen by the uneven patterns of consumer spending