In-depth reporting and commentary on the investment industry. The IPE team offer regular insight and analysis on the latest developments along with heavyweight interviews and data analysis
M&G Investments CEO Joseph Pinto tells Liam Kennedy how he is pivoting third-party business towards greater engagement with leading institutions and higher-margin products following a succession of senior leadership changes
Investment strategists and portfolio managers weigh the options for equity investors as tech-driven growth and momentum dominate markets, writes Carlo Svaluto Moreolo
M&G Investments CEO Joseph Pinto tells Liam Kennedy how he is pivoting third-party business towards greater engagement with leading institutions and higher-margin products following a succession of senior leadership changes
Peace in Iran is at last focussing on the Strait of Hormuz. Iran seems to have dropped its demands for tolls, but continues to insist on its sovereignty over the waterway. The US has realised EU countries and the UK will not support it in its demands.
Despite fears of a growing bubble, artificial intelligence remains the key driver for investors
Inflation expectations are being revised upwards in both the US and Europe
Warnings abound of the potential impact, particularly on crops, fish stocks and rainfall in many disparate parts of the world
The US war in Iran is suffering from unexpected consequences. Oil companies look like short-term winners, long term losers and they are vulnerable to windfall profit taxes. US enterprises, not subject to pressure to limit CO2 are more vulnerable, but internationals around the globe profit from being better prepared.
The growing number of multi-billion-dollar transactions reflects the maturation of Asia Pacific private equity
The debate about whether total portfolio approach will supersede strategic asset allocation is far from over
Despite the potentially dramatic economic consequences of the Iran war, markets continue on their upward trajectory, buoyed by strong US earnings