All IPE articles in April 2020 (Magazine) – Page 2

  • Book review - Radical Uncertainty
    Book Review

    Book review: Radical Uncertainty by John Kay and Mervyn King

    April 2020 (Magazine)

    Within the terms of their own analysis, the authors of Radical Uncertainty might be remembered for a prescience they could neither possess nor aspire to 

  • Azad Zangana
    Features

    Briefing: Europe turns Japanese

    April 2020 (Magazine)

    Despite the more immediate concerns of the COVID-19 pandemic, the spectre of ‘Japanisation ’ casts a dark shadow over euro-zone investment markets. It is possible that the current crisis will supercharge the pre-existing trend for Europe to follow Japan’s economic and financial experiences.

  • Kevin Giddis
    Features

    Briefing: A safe haven

    April 2020 (Magazine)

    Treasuries, the yen, and gold all traditionally serve to harbour investors in times of stress. A closer look at the current demand for Treasuries, however, paints a complex world view with implications for financial markets. Yields suggest it might remain ugly for another decade. 

  • The case for a UK sovereign wealth fund
    Opinion Pieces

    The case for a UK sovereign wealth fund

    April 2020 (Magazine)

    In November 2012 I suggested in an article in IPE that the UK should set up a sovereign wealth fund. The House of Commons had a parliamentary debate on setting one up in December 2016* and included the IPE article in the background papers. Unfortunately, Brexit overshadowed all else, but now that it is done, there may be a case for revisiting the arguments.

  • Coronavirus - A Moving Target
    Analysis

    Coronavirus: Pension funds take comfort from relative health in turbulent times

    April 2020 (Magazine)

    European pension funds have underlined their position as long-term investors as they face unprecedented market turbulence and an economic downturn.

  • Carlo Svaluto Moreolo
    Opinion Pieces

    Letter from a country in crisis

    April 2020 (Magazine)

    Empty streets and squares are not a usual sight in Italy, a country whose people love to socialise. The deadly COVID-19 pandemic has even taught Italians to make orderly queues outside supermarkets. The reality is that while Italians are not good at prevention, they are outstanding at reacting to emergency situations, thanks to their experience dealing with earthquakes and other natural disasters.

  • Jane Gray headshot
    Features

    Fixed Income & Credit: Loan covenant high tide?

    April 2020 (Magazine)

    Fitch Solutions outlines just how far covenant terms have steadily shifted in borrowers’ favour – at least until coronavirus hit

  • US high-yield- market value versus credit risk
    Features

    Fixed Income & Credit: High-yield worries grow

    April 2020 (Magazine)

    Global high yield and loans still offer attractive returns but the worry is about the stage we are in the credit cycle

  • Credit at a crossroads
    Features

    Fixed Income & Credit: Credit at a crossroads

    April 2020 (Magazine)

    How will weak lending standards hurt credit investors in a global slowdown? 

  • Federal Reserve balance sheet
    Features

    Fixed income, rates, currencies: Global economy under pressure

    April 2020 (Magazine)

    At the end of February, after a week that saw stock markets around the world plummet, US Federal Reserve chair Jerome Powell sought to calm fears, saying that the Fed would “act as appropriate” to support growth. 

  • Portfolio strategy - Green finance
    Special Report

    Private and green: Non-listed sustainable debt

    April 2020 (Magazine)

    The market for non-listed debt with green or sustainability features is growing fast

  • Food distribution in Gaza by the World Food Programme, a UNJSPS participant
    Special Report

    Pensions tech: Digitising the world’s most global pension fund

    April 2020 (Magazine)

    The UN is using technology to transform bureaucratic processes in its pension scheme

  • europe outlook special report
    Special Report

    Pensions tech: Fine-tuning the options for multinationals

    April 2020 (Magazine)

    ADA fintech software enables multinational pension schemes to weigh up a vast range of data and information

  • venilia ipe dec 2019
    Opinion Pieces

    Be prepared for the future

    April 2020 (Magazine)

    As 2019 came to an end, there were a number of risks that investors around the world would have to watch out for – Brexit negotiations, the US election, the trade war between China and the US – but nobody could have guessed that the COVID-19 pandemic was to come.

  • Steve Waygood
    Opinion Pieces

    Guest Viewpoint: Steve Waygood

    April 2020 (Magazine)

    History may well look back on 2019 as the year the world finally woke up to the threats posed by climate change. Yet, with the negotiation failures that occurred at the 2019 United Nations Climate Change Conference in Madrid (COP25), the year ended on a significant downer.

  • Daniel Ben-Ami
    Opinion Pieces

    Understanding the pandemic’s impact

    April 2020 (Magazine)

    When facing a serious threat it pays to remain as calm as possible. The temptation to panic is inevitably strong but it should be resisted.

  • Liam Kennnedy
    Opinion Pieces

    Knowns and unknowns

    April 2020 (Magazine)

    “There are known knowns; there are things we know we know. We also know there are known unknowns; that is to say we know there are some things we do not know. But there are also unknown unknowns – the ones we don’t know we don’t know.” Donald Rumsfeld, former US secretary of defence, February 2002