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 one of the meeting rooms of the London office of Muzinich & Co are displayed a series of bond certificates from the past.
The explosion of ChatGPT-style large language models (LLMs) has ignited a heated debate over the future of artificial intelligence (AI) in investment management and its role in institutional investor portfolios. However, amid the noise, a groundbreaking application of AI has quietly arisen, which has the potential to revolutionise the industry.
Climate change is coming to a trend break as the low-hanging fruit has been picked.
Economic growth patterns across the world paint a picture of contrasts, ranging from surprisingly robust in the US to soft and struggling in China, with the stagnant euro area narrowly avoiding a technical recession after posting zero GDP growth in the fourth quarter of 2023, following a 0.1% decline the previous quarter.
The explosion of ChatGPT-style large language models (LLMs) has ignited a heated debate over the future of artificial intelligence (AI) in investment management and its role in institutional investor portfolios. However, amid the noise, a groundbreaking application of AI has quietly arisen, which has the potential to revolutionise the industry.
In one of the meeting rooms of the London office of Muzinich & Co are displayed a series of bond certificates from the past.
For a market with a difficult past, some could even say an image-problem, securitised credit has been performing remarkably well in recent years.
The convertible bond market ended 2023 on a strong note with its main index – the Refinitiv Global Focus – returning 6% in the fourth quarter. The optimism has continued into 2024 on the back of reasonable valuations, historically low equity volatility and better opportunites.
IPE’s monthly poll of market sentiment, asking 50 asset managers about their six to 12-month views on regional equities, global bonds and currency pairs
Middle Eastern tensions are running high, with violence flaring up across the wider region. Combined with the ongoing attritional destruction in Ukraine, this is impacting world trade, and it seems certain that international conflict will continue to be a source of great concern in 2024.
Investment management has undergone a significant transformation with the introduction of environmental, social and governance (ESG) investing. It emphasises a more holistic approach that goes beyond financial returns to assess long-term sustainability.
Man Group, the investment management company listed on the London Stock Exchange since 1994, was founded in the City of London in 1783 by James Man as a sugar brokerage firm.