Investment

  • BVI Rudolf Siebel_8287_High
    Features

    MiFID II reforms: Bye bye unbundling?

    February 2024 (magazine)

    A key part of the 2018 MiFID II package, the requirement to unbundle research from execution costs shook up the European asset management industry and changed the relationship between investment managers and their clients. 

  • Rene Wijnen 19fc9d97735e2b66bdf17c8ffba4a0846b0986ce290832f66f9a8c34552c88200
    Interviews

    Refining how factors impact investment returns

    February 2024 (magazine)

    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.

  • New York Fed graph
    Features

    Conflict and elections set to dominate the investor landscape

    February 2024 (magazine)

    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.

  • IPE Quest Expectations Indicator Feb2024
    Features

    IPE Quest Expectations Indicator - February 2024

    February 2024 (magazine)

    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

  • Russell-Korgaonkar_4693cfca99663a084ee7f8d33a377e7af8f563f8e6868ee6ba8b0fd4a71a51d8e2d1
    Interviews

    Systematic trading for long-term investors

    February 2024 (magazine)

    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. 

  • Navigating Generative AI? Consider a Framework
    Features

    NLP can help identify linkages between equity market peers

    January 2024 (Magazine)

    Natural language processing in AI provides a way to gain insights from unstructured data at scale, allowing access to information across a broad set of investment opportunities

  • Net sentiment bonds
    Features

    IPE Quest Expectations Indicator - January 2024

    January 2024 (Magazine)

    It is safe to predict that 2024 will be a year of desperate campaigning. Political surprises in the US and UK are possible and, this time, they do make a difference to markets

  • ​Martin Horne
    Interviews

    Barings: A bond investor for changing times

    January 2024 (Magazine)

    Martin Horne is the new global head of public assets at Barings bond investor, but he is a bond guy through and through. 

  • Turnover in climate-aware fixed income indices can be high
    Features

    Net zero’s bond index problem

    January 2024 (Magazine)

    The fixed-income space has not been short of sustainability innovations over the years. 

  • Features

    Insurance-linked securities wind brings good news for investors

    January 2024 (Magazine)

    In the two decades prior to 2022, the negative correlation between stock and treasury bond market returns has been a key driver of institutional investor portfolio construction. Fixed income allocations provided investors significant relief during equity market downturns and increased expected risk-adjusted returns for the popular 60/40 stock/bond portfolio.

  • Argentine peso vs US dollar
    Features

    Will delayed economic bad news hit the market this year?

    January 2024 (Magazine)

    Global economic growth was below potential in 2023, but still markedly stronger than the forecasts had been indicating at the start of the year, with the US leading the way and even the likes of Europe and the UK, though hardly stellar performers, posting better than expected economic activity. 

  • Wheeler Adam
    Features

    Private debt managers bullish despite uncertainty

    December 2023 (Magazine)

    When the global financial crisis wreaked havoc across the banking sector, private credit emerged as a potential winner.

  • IPE Quest Expectations Indicator - Net sentiment bonds, Jan 2023-Dec 2023
    Features

    IPE Quest Expectations Indicator - December 2023

    December 2023 (Magazine)

    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

  • Hinchcliff Rob
    Interviews

    The great desyncronisation age in global financial markets

    December 2023 (Magazine)

    Investors are witnesses to the end of an era of synchronised global growth, when China could be counted on for outsized expansion that provided a broad cross-border lift for economies, industries and asset classes.

  • Qontigo Riskwatch - global market predicted risk, 31 October 2023
    Features

    Qontigo Riskwatch – December 2023

    December 2023 (Magazine)

    *Data as of 31 October 2023. Forecast risk estimate for each index measured by the respective US, World and Emerging Markets Qontigo model variants

  • VIRTU GLOBAL Dec 23
    Features

    Virtu Global Tradewatch – December 2023

    December 2023 (Magazine)

    October 2023 data through to 6 November 2023

  • Andrew Howard
    Features

    Avoided emissions: measuring carbon that didn’t enter the atmosphere

    December 2023 (Magazine)

    A few years ago, a footwear producer’s claim that it was reducing carbon emissions in the economy because its customers walked rather than took the car provoked amusement among investment managers. It wanted to prove its product was healthier and greener than competing transport modes by claiming credit for emissions prevented from petrol use. This autumn, assessments of the role played by individual low-carbon products in replacing fossil fuels are again under scrutiny in the finance sector.  

  • US unemployment rate (%), 2004-2022, source: Refinitiv
    Features

    Is the US economy finally heading for a soft landing?

    December 2023 (Magazine)

    Having come to terms with the higher-for-longer mantra, markets are grappling with ‘higher-for-even-longer’, as US economic resilience continues to challenge expectations of weakness while reducing the prospects for earlier interest rate cuts from the Federal Reserve. 

  • Feira capital
    Interviews

    Fiera Capital: Montreal’s succession story

    December 2023 (Magazine)

    If Fiera Capital were a retail store it might need a big shop window. It is perhaps better known in the institutional world outside Canada for strategies like real assets but Fiera is a full-service asset manager that is also a big deal in its home town of Montreal.

  • Hartley Rogers-373
    Interviews

    Opening private markets to smaller investors

    November 2023 (magazine)

    “One of the biggest differentiators for us in comparison to other private markets businesses is our focus on the use of technology within the business,” says Hartley Rogers, chair of Hamilton Lane.