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 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
- Previous
- Next
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
Fixed income, rates, currencies: strong US data eases worries about Iran war impact
Despite the potentially dramatic economic consequences of the Iran war, markets continue on their upward trajectory, buoyed by strong US earnings
Macro focus: the international role of the US dollar
The US dollar remains the world’s reference currency, but its dominance is declining
Charts watch: US economy, bond markets, Renmimbi
US economic data appears healthy, despite warning signs
Copyright © 1997–2026 IPE International Publishers Limited, Registered in England, Reg No. 3233596, VAT No. 685 1784 92. Registered Office: 1 Kentish Buildings, 125 Borough High Street, London SE1 1NP
Site powered by Webvision Cloud