Trump’s US infrastructure plans could still see the light of day ‘despite the noise’
Finding attractive companies in the current market environment is no easy matter even within the entire universe of global equities
Against a backdrop of lacklustre growth in the developed world, emerging markets are beginning to find favour again with investors
With 30,000 potential stocks in the global equities universe, picking the right investment approach may be more important than the right manager, argues Joseph Mariathasan
The chart data shows the sensitivity of the five largest global equity funds to changes in macroeconomic factors: global default spreads; global interest rates; US Dollar Trade Weighted Index and global inflation. IPE and PureGroup selected the largest domestic and cross-border funds registered for sale in the UK, in terms of assets, from the Morningstar database.
FTSE 100 companies have pumped £150bn into DB funds in 10 years but large deficits remain
Latest monthly private sector DB deficit estimates give contrasting picture
IAS19 proposal could affect future sponsor contribution levels and viability of buyout plans, consultants warn
Accounting body proposes removing choice for sponsors to report interest
UK’s FRC says more work needed before updating GAAP in line with IFRS changes
Registered users are entitled to the first digital issue of IPE with the compliments of the IPE.com team.
Three pension funds - RPMI Railpen, Elo Mutual Pension Insurance Company and Blue Sky Group - discuss their approach to operational due diligence
Livio Raimondi, CIO of PREVIP, a €2.2bn multi-employer DC pension fund in Italy, talks about the fund’s growth aspirations
Bain Capital Credit, an arm of the eponymous private equity house, has come a long way since it was founded in 1998 as Sankaty Advisors
Three pension funds - AP2, Linde and Unilever - talk about their approach to alternative credit
Rachel Fixsen asked Thomas Otbo, Jesper Nørgaard and Erik Callert about the changes being made to the Nordics’ biggest commercial life insurer