Comment
IPE’s columnists and guest writers dig into the hot topics for the pensions and investment industries with thoughtful commentary and reaction from around the world
Private credit’s façade of liquidity is beginning to fracture
The retailisation of private credit has broad implications for the functioning of this growing market
Europe’s strategic recalibration: the case for diversification
The US shift towards mercantilism warrants a serious reconsideration of asset allocation decisions by European institutional investors
Forget the US: China now drives political risk in global markets
Investors beware: while the US wanes, China’s ambitions increasingly define global political and economic risk
Guy Gresham: “Political risk once arrived as a shock. Increasingly, it arrives embedded in the rules themselves”
Policy decisions in the US and Europe are no longer simply arriving as market events. Instead, they are increasingly reshaping the rules that govern ownership, transactions, benchmark classification and capital allocation.
“There is more to European private credit than meets the eye”
Despite the frequent grievances about the poor development of European capital markets, a plethora of non-bank lenders, backed by Europe’s institutional investors, are working hard to provide European businesses with the capital they need to grow and innovate.
Larger pension funds will do better in a volatile world
The current hostilities in the Middle East may have subsided by the time you read this. It is also highly likely that they will not.
Soil carbon has emerged as a legitimate asset class
The announcement in January that Microsoft has made a commitment to purchase 2.85m soil carbon removal credits from Indigo Carbon PBC over a period of 12 years suggests that something fundamental has changed in the soil carbon credits market.
Home country bias – an asset owner’s take on a persistent debate
Capital doesn’t respond to slogans – it responds to incentives
When net zero targets fail, fix the system, not the frameworks
Frédéric Ducoulombier, programme director at EDHEC Climate Institute, argues that value-chain complexity and Scope 3 uncertainty have become convenient alibis
The UK’s ‘deep tech’ sector: a paradox for policymakers and institutional investors
Deep tech now represents 31% of all UK venture funding – a threefold increase from a decade ago
Culture is now too important to leave informal
The institutional investment market needs to consistently evidence its beliefs about culture, argues Bev Shah, co-CEO at City Hive
Thoughtful engagement with AI is no longer an option for asset managers and pension funds
The arrival of AI into the investment process has the potential to vastly amplify existing research-related information disparity
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