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 – 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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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
IPE Expectations Indicator – May 2026: Equity favoured over bonds in all regions except the UK
Net equity sentiment bond expectations are up in all areas and analysts see growth prospects in all regions
Investors rethink bond allocations as Iran war takes its toll
Uncertainty has engulfed fixed income markets since the US attack on Iran
Asia’s corporate bond markets holds firm as risks build up
Recent geopolitical headwinds have rattled Western bond markets, while Asia’s credit markets have remained stable - at least for now
Asian sovereign bonds gain appeal as investors seek diversification
Sovereign issuers from Asian developed and emerging economies are attracting capital flows from global investors
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