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
SEI Investments seeks new partnership approach
SEI Investments, the Pennsylvania-based technology and investment firm, was a vocal advocate for independent fiduciary management in the UK pension industry.
Can central banks retain their independence?
Over the last few decades, following central bank behaviour has been a rewarding investment strategy. That is why there is now a community of people employed to analyse every word central bank officials utter.
In Depth
IPE Quest Expectations Indicator - October 2024
In generic US polls, Democrats beat Republicans, with a small but increasing margin, signalling an opportunity for reforms if Kamala Harris wins and a continuation of a divided and blocked Congress if Donald Trump wins.
Fied income, rates, currencies: All eyes are on US elections
With so many important elections taking place this year, politics were likely to have an outsized influence on financial markets.
Can central banks retain their independence?
Over the last few decades, following central bank behaviour has been a rewarding investment strategy. That is why there is now a community of people employed to analyse every word central bank officials utter.
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SEI Investments seeks new partnership approach
SEI Investments, the Pennsylvania-based technology and investment firm, was a vocal advocate for independent fiduciary management in the UK pension industry.
US high yield bonds punch out of a corner
US high yield has come a long way from its murky beginnings with the very high yielding bonds of so called ‘fallen angels’, and Drexel Burnham Lambert’s Michael Milken offering bonds newly issued by corporates with sub-investment grade ratings for the first time in the 1980s, properly introducing the world to high yield bond investing.
IPE Quest Expectations Indicator - September 2024
Kamala Harris’ candidacy has turned the political mood in the US. The two candidates are very close together in the polls but while Trump’s score is stable – except for a worsening favourability – Harris’ statistics all show a positive trend.
Fears grow of US slowdown
US president Joe Biden’s decision to step aside was much murmured about following his disastrous performance in a debate with Donald Trump, but it was still a surprise when he announced his decision. However, market reactions were relatively muted, despite shaking pollsters’ predictions on who might now win the election.
Change is required as populations age
During a recent weekend in the artsy California mountain town of Idyllwild, my wife and I enjoyed a performance of a local band. Seated near us was a gentleman wearing a T-shirt proclaiming, We the People ARE PISSED OFF. The message on this shirt caught my attention.
HSBC Asset Management puts team culture at the fore in growth strategy
It’s often said that timing is everything. Nicholas Moreau sees an element of luck in the timing of his appointment to the helm of HSBC Asset Management in September 2019. This gave him a six-month head start in his role as CEO by the time the COVID pandemic arrived in early 2020.
Secondary markets and innovation boost private equity liquidity
Liquidity has reduced significantly in global private capital markets. Whilst private equity-backed IPOs are up this year, overall exit value is down by 66% and there is currently a large backlog of unsold assets, of which 40% are four years or older. The cumulative sum of unsold assets sits at $3.2trn (€2.9trn), according to Bain. Recent data from Preqin shows that capital called has exceeded capital distributed by $1.57trn since 2018, highlighting the lack of free capital in private markets.
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