In Depth – Page 21
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FeaturesIPE Quest Expectations Indicator - November 2020
The two overriding concerns for global markets are the resurgence of COVID-19 cases in many parts of the world and the US elections. In relation to the pandemic it is impossible to know exactly when it will be brought under control. In the US there is a real chance that Joe Biden will win the presidency and the Democrats gain a majority in the senate.
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InterviewsStrategically Speaking: Ambienta
In the early 1990s, when Nino Tronchetti Provera started his career at McKinsey, the management consultancy, sustainability in business seemed little more than a nice idea. But having graduated from Luiss University in Rome with a thesis on the subject, Tronchetti Provera believed in the disruptive potential of making businesses environmentally sustainable.
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FeaturesBriefing: Growth beyond COVID
The outlook for institutional investors may be gloomy, with the global economy in recession and interest rates stuck at extremely low levels.
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FeaturesBriefing: Which way will inflation blow?
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.
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FeaturesBriefing: Germany finally issues green bonds
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.
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FeaturesBriefing: A time to be calm and focused
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.
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InterviewsStrategically Speaking: Insight Investment
Insight Investment’s asset management roots are in the structural shift over the past two decades to closed-book defined benefit (DB) pensions in the UK and elsewhere.
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FeaturesFixed income, rates, currencies: Reality gap widens
August 2020 saw the US Treasury market post one of its worst monthly performances since November 2016, while global equities, led by the US, reached new highs.
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FeaturesAhead of the curve: COVID-19 and short-termism: finding the right balance
Finding a way to meet short-term needs without compromising long-term strategy has never been easy for businesses. The radical uncertainty introduced by COVID-19 has made the task much harder.
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FeaturesIPE Quest Expectations Indicator October 2020
Globally, net equity sentiment is close to record levels, while net bond sentiment is flat or down to near record levels. A scenario explained by a virtual consensus that central banks can continue to pump liquidity into the system and this will eventually kickstart economies. Meanwhile, economists are predicting a long and deep slump.
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Features
Briefing: Timing is everything in distress
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.
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Features
Briefing: The long march to deleveraging
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.
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InterviewsStrategically speaking: Saker Nusseibeh, Federated Hermes
At first sight, the two sides of Federated Hermes seem culturally distinct. Federated is a staid, family-controlled, and Pittsburgh-based money manager with a history of providing services to bank trust departments. Hardly a hotbed of ESG or shareholder engagement, you might think.
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FeaturesFixed income, rates, currencies: Still facing anxious times
Developed market government bond yields have spent the summer drifting lower as risk assets traded better. However, this benign climate has not lifted the fog of confusion caused by COVID-19.
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Features
Ahead of the curve: Alternative data offers insight
The measures required to stop the spread of COVID-19 – social distancing and government-mandated lockdowns – mean that, unlike in previous recessions, services have led the economic decline.
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