Investment
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
In Depth
IPE Quest Expectations Indicator - December 2023
IPE’s monthly poll of market sentiment, asking 50 asset managers about their six to 12-month views on regional equities, global bonds and currency pairs
Virtu Global Tradewatch – December 2023
October 2023 data through to 6 November 2023
Qontigo Riskwatch – December 2023
*Data as of 31 October 2023. Forecast risk estimate for each index measured by the respective US, World and Emerging Markets Qontigo model variants
The great desyncronisation age in global financial markets
Investors are witnesses to the end of an era of synchronised global growth, when China could be counted on for outsized expansion that provided a broad cross-border lift for economies, industries and asset classes.
Is the US economy finally heading for a soft landing?
Having come to terms with the higher-for-longer mantra, markets are grappling with ‘higher-for-even-longer’, as US economic resilience continues to challenge expectations of weakness while reducing the prospects for earlier interest rate cuts from the Federal Reserve.
Fiera Capital: Montreal’s succession story
If Fiera Capital were a retail store it might need a big shop window. It is perhaps better known in the institutional world outside Canada for strategies like real assets – particularly given its established presence in the UK property sector – but Fiera is a full-service asset manager that is also a big deal in its home town of Montreal. The figurative shop window offers everything from Canadian bonds to global equities, and includes a comprehensive suite of real assets and lending strategies.
Avoided emissions: measuring carbon that didn’t enter the atmosphere
A few years ago, a footwear producer’s claim that it was reducing carbon emissions in the economy because its customers walked rather than took the car provoked amusement among investment managers. It wanted to prove its product was healthier and greener than competing transport modes by claiming credit for emissions prevented from petrol use. This autumn, assessments of the role played by individual low-carbon products in replacing fossil fuels are again under scrutiny in the finance sector.
Private debt managers bullish despite uncertainty
When the global financial crisis wreaked havoc across the banking sector, private credit emerged as a potential winner.
IPE Quest Expectations Indicator - November 2023
IPE’s monthly poll of market sentiment, asking 50 asset managers about their six to 12-month views on regional equities, global bonds and currency pairs
Virtu Global Tradewatch – November 2023
September 2023 data through to 6 October 2023
Fiera Capital: Montreal’s succession story
If Fiera Capital were a retail store it might need a big shop window. It is perhaps better known in the institutional world outside Canada for strategies like real assets – particularly given its established presence in the UK property sector – but Fiera is a full-service asset manager that is also a big deal in its home town of Montreal. The figurative shop window offers everything from Canadian bonds to global equities, and includes a comprehensive suite of real assets and lending strategies.
The great desyncronisation age in global financial markets
Investors are witnesses to the end of an era of synchronised global growth, when China could be counted on for outsized expansion that provided a broad cross-border lift for economies, industries and asset classes.
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