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

Manny Pohl

ECP Asset Management: An Australian approach to concentrated equity portfolios

By

The 2020s will likely be remembered as a period of high stock market concentration, similar to the decade of ‘nifty fifty’ stocks, which propelled the US market in the years before the 1973 crash.

Rick di Mascio

The effect of behavioural biases on active investment portfolios

December 2024 (Magazine)By

It has been become apparent in recent years that behavioural finance has important things to say about how investors make decisions.

In Depth

Net sentiment bonds

IPE Quest Expectations Indicator - January 2025

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The erosion in trust in the US is promoted by its refusal to participate in a proposed trigger force in Ukraine. In response, European defence expenses are rising, in particular in Poland, the Baltics and Scandinavia.

Trade policy uncertainty (TPU) index

Fixed income, rates, currencies: Uncertainty reigns as Trump 2.0 takes office

By

Now that Donald Trump has been installed as US president, there should be more clarity around some of the timings of his probable new policies.

Manny Pohl

ECP Asset Management: An Australian approach to concentrated equity portfolios

By

The 2020s will likely be remembered as a period of high stock market concentration, similar to the decade of ‘nifty fifty’ stocks, which propelled the US market in the years before the 1973 crash.