Briefings

  • Lorraine Specketer
    Features

    Briefing: Feast or famine

    December 2020 (Magazine)

    With the end of the COVID-19 pandemic still out of sight, any forecast of the size of economic damage it will inflict has to be viewed with caution. Yet there seems to be a consensus that default rates on leveraged loans will stay elevated throughout 2021 and beyond. 

  • Capital market structure
    Features

    Briefing: An unfortunate lack of ambition

    December 2020 (Magazine)

    The second Capital Markets Union (CMU) Action Plan of the EU Commission lacks ambition. This at a time when the EU Commission wants to set an industrial policy for the EU to bolster competitiveness in key sectors. It also comes shortly before the UK’s departure from the EU. Yet a vision of what the EU wants to achieve, by when and how, is missing.

  • Sorca Kelly-Scholte, JP Morgan Asset Management
    Interviews

    Interview: Sorca Kelly-Scholte on the future of RPI

    2020-11-06T16:36:00Z

    Sorca Kelly-Scholte, JP Morgan Asset Management’s (JPMAM) EMEA head of pension solutions and advisory, discussed with IPE.com editor Venilia Amorim how she thinks pension funds can plan for the road ahead, in light of the uncertainty over the future of RPI and whether or not it gets fully phased out. ...

  • Shiv Kumar
    Features

    Briefing - ILS: resilience despite the thrills

    November 2020 (Magazine)

    Institutional investors have piled into insurance-linked securities (ILS) with the goal of adding reliable returns and a touch of diversification to their investment strategies. 

  • Oliver Dichter
    Features

    Briefing: Tail-risk hedging lessons from the corona crisis

    November 2020 (Magazine)

    The coronavirus crisis illustrates that equity collar strategies may still have a place for pension funds

  • Julia Angeles
    Features

    Briefing: Growth beyond COVID

    October (2020) Magazine

    The outlook for institutional investors may be gloomy, with the global economy in recession and interest rates stuck at extremely low levels. 

  • Nick Brooks
    Features

    Briefing: Which way will inflation blow?

    October (2020) Magazine

    Investors pondering the future course of inflation are scratching their heads – faced as they are with a powerful array of deflationary factors, opposed by a potent lineup of inflationary factors.

  • Isabelle Vic-Philippe
    Features

    Briefing: Germany finally issues green bonds

    October (2020) Magazine

    There was little doubt that the German finance ministry would eventually tap the green bond market. Germany is committed to reaching net zero greenhouse emissions by 2050.

  • Greater diversity through real estate and alternative investments
    Features

    Briefing: A time to be calm and focused

    October (2020) Magazine

    The corona pandemic has become an emotional rollercoaster for investors. First, came the market collapse, followed by panic sales. Then, hot on the heels of the turmoil, normalisation and new stock-market highs.

  • Features

    Briefing: The long march to deleveraging

    September 2020 (Magazine)

    Global debt reached a new record during the first quarter of this year, reaching 331% of GDP, or $258trn (€229trn), according to the Institute of International Finance, the global association of the finance industry. 

  • Features

    Briefing: Timing is everything in distress

    September 2020 (Magazine)

    After an extended period in the wilderness, distressed debt funds – bereft of opportunities because of ultra-low interest rates and economic buoyancy – are back in the spotlight with large players coming to the market.

  • Crude oil price
    Features

    SWFs: Never waste a good crisis

    July/August 2020 (Magazine)

    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

  • Features

    Briefing: The unbearable lightness of investing

    July/August 2020 (Magazine)

    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. 

  • Christopher Smart
    Features

    The Renminbi: A matter of trust

    July/August 2020 (Magazine)

    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. 

  • Distribution of Sharpe ratios for 60-40 portfolios
    Features

    Hedge funds: ‘Real life’ portfolio evaluation

    July/August 2020 (Magazine)

    Outlining an equal volatility-adjusted approach to hedge fund management

  • Arnaud Brillois
    Features

    Briefing: Hybrids come into their own

    June 2020 (Magazine)

    Back in the days when sailors relied on sails, they used to dread the doldrums – that zone near the equator where trade winds converge, generating windless weather.

  • Features

    Briefing: Six insights on PE

    June 2020 (Magazine)

    Considerations for private equity investors in light of the coronavirus pandemic

  • Kai Braun
    Features

    Briefing: COVID-19 crisis shines light on private equity tech

    May 2020 (Magazine)

    It was five years ago that Partners Group’s disaster-recovery team began preparing for a crisis like the one that would shut down all but four of its 20 offices by the end of March.

  • Features

    Briefing: A close look at active credit

    May 2020 (Magazine)

    Research suggests credit mutual funds and hedge funds are not delivering outperformance

  • 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.