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
Fixed income, rates, currencies: Joint US-Israel war on Iran sends oil price to 12-month high
Global markets had seemed relatively benign despite signs of impending instability – but the military strikes on Iran have upended any optimism
Chart watch: Policy uncertainty, EM spreads, US jobs, German manufacturing
Despite global policy uncertainty, EM spreads have remained tight, and German manufacturers ended 2025 on a high
Housing affordability: an elusive goal
Despite efforts to tackle the housing crisis across much of the developed world, the barriers to building sufficient affordable homes remain wearyingly high
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Corporate reform underpins Japan’s record equity run
Japanese equities surged to record highs last year, amid confidence that government policy and the new regulatory framework will continue to support investment
IPE Quest Expectations Indicator - February 2026: confidence inspires risk-on behaviour
With inflation seemingly under control, and the threat of trade war retrenching, the prospects for equities are positive across the board
Amundi and CREATE-Research 2025 survey highlights the rise of dynamic asset allocation
This insight, which allows new information to guide one’s opinions and plans, has been taken on board by pension plans, as their strategic asset allocation has become ever more exposed to the economic rollercoasters that have whipsawed their portfolios recently.
Lazard Asset Management 's Jeremy Taylor: “The shape of the market has completely changed”
Lazard Asset Management makes a strong case for fundamental research and active management, Europe co-CEO Jeremy Taylor tells Carlo Svaluto Moreolo
IPE Quest Expectations Indicator – January 2026: Equities win managers’ vote
The pessimism around equities prevailing last summer has evaporated
Chart watch: oil price, German construction PMI, Chinese consumption
Markets remain relatively unfazed by recent geopolitical events, thanks to the loose financial conditions globally
Fixed income, rates, currencies: bond markets ready to absorb record issuance
Sentiment remains upbeat, despite weakness in the US job market and uncertainty about Venezuela
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