Investment
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' Joseph Pinto pinpoints partnerships and the insurance win-win
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
In Depth
Macro focus: are today’s global imbalances a problem?
While macroeconomic imbalances are to be expected in a large global economy, their excessive growth is a significant threat to global stability
Investors prepare for future equity markets, IPOs, and challenging governance models
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' Joseph Pinto pinpoints partnerships and the insurance win-win
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
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IPE Expectations indicator - July 2026: Hormuz in bonds, but not in equity
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.
Fixed income, rates, currencies: AI dominates investment sentiment
Despite fears of a growing bubble, artificial intelligence remains the key driver for investors
Chart watch: US trade deficit shrinks, ECB’s inflation projections revised up
Inflation expectations are being revised upwards in both the US and Europe
Is there a powerful El Niño event on the way?
Warnings abound of the potential impact, particularly on crops, fish stocks and rainfall in many disparate parts of the world
IPE Expectations Indicator – June 2026: Politics are trumping growth prospects
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.
Asia Pacific private equity comes of age as mega-deals reshape the market
The growing number of multi-billion-dollar transactions reflects the maturation of Asia Pacific private equity
New game in town: Total portfolio approach
The debate about whether total portfolio approach will supersede strategic asset allocation is far from over
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