All IPE articles in July/August 2020 (Magazine)
View all stories from this issue.
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FeaturesIPE Quest Expectations Indicator July 2020
Global statistics indicate that while new cases of COVID-19 are rising, case mortality is stable at about 4,000 per day. The situation is in hand, but the danger is not over. First, the Americas, dominated by the US and Brazil, are confronted by rising case statistics. Second, there are signals of a rebound in autumn, both in theory as medical experts embrace the thought and in practice, as the figures in Iran show. Third, the equality protests increase the chances of a second wave.
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Features
Accounting Matters: Controversy over sponsor rebates
In 2014, staff at the International Financial Reporting Standards Interpretations Committee (IFRS IC) – the body responsible for developing guidance on the application of IFRSs – recommended the approval of an amendment to its asset-ceiling guidance.
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Special ReportInvestment services: Euroclear acts to aid Sweden’s looser rules
Euroclear Sweden’s new digital postal vote service is helping investors participate in AGMs
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Opinion PiecesAGMs: Setting new ESG standards
As the AGM season comes to an end for another year, it is worth reflecting upon the high pressure that company boards are facing from investors to take greater account of environmental impact, diversity and executive pay – only a few issues from a long list of environmental, social and governance (ESG) criteria that most investors now seem to abide by.
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FeaturesAhead of the curve: Liquidity has been the litmus test for China’s bond market
It is no safe haven, but China has provided bond investors with important shelter through the storm
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Asset Class Reports
Credit: PGGM - A partnership approach
PGGM has taken its credit-risk-sharing strategy a step further by forging a partnership with Sweden’s Alecta
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FeaturesStrategically Speaking: Asoka Woehrmann, DWS
DWS has just unveiled a new, simplified global structure. CEO Asoka Woehrmann explains how the reorganisation will allow the firm to focus on its key business lines
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Country ReportInterview: Vincent Chaigneau, Generali Insurance Asset Management
‘We think it is very unlikely that we will witness a v-shaped recovery. The catch-up this summer will be strong, but demand will then be impacted by second-round effects’
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InterviewsOn the record: Safety in asset-backed credits
Simon Davy, head of private markets at the UK’s Local Pensions Partnership, discusses the outlook for alternative credit
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Opinion PiecesLetter from Australia: Paltry pickings in the political pie
As deficits mount in a post-COVID-19 world, politicians and bureaucrats are again eyeing national pension savings – hundreds of billions of dollars they can capture at the stroke of a legislative pen.
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Special Report
Investment services: Blending your benchmarks
New conditions are demanding a more sophisticated approach to benchmark blends
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Asset Class ReportsCredit: Interest grows in Chinese bonds
Foreign investors are finding Chinese government bonds increasingly attractive
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Features
Briefing: The unbearable lightness of investing
Open the newspaper. Any newspaper. Read the front page and then the money pages. Absorb, assimilate, repeat. After half a dozen goes, a pattern is clear.
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FeaturesLong term matters: Risk calls for universal investors
I’m looking for a senior executive from a major institutional investor who has “systemic risk” in their job description.
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Country ReportItaly: Ready for the challenge
Italy’s occupational pension funds are primed to deal with the after-effects of the COVID-19 pandemic
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Opinion PiecesDutch pensions: the next chapter
For those who have been following the cumbersome multi-year saga of Dutch pensions reform, the latest wrinkle might seem trivial.
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Features
Research: The rise of climate investing in passive funds
COVID-19 is a devastating reminder of the fragility of life on Earth. It will be a key defining force of change in our age, alongside global warming.
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Asset Class ReportsCredit: Investment grade credit markets in a pandemic
The COVID crisis has brought profound changes to the credit markets
