All IPE articles in June 2019 (Magazine) – Page 2
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FeaturesBriefing: Shining a light on active ETFs
Exchange-traded funds (ETFs) have grown into a $5trn (€4.4trn) global industry by focusing on a few key selling points – low costs, liquidity, easy diversification and transparency.
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Opinion PiecesLong-term matters: Exxon’s AGM – can investors learn from the slave trade?
English evangelical protestants allied with the Quakers initiated the campaign to abolish the UK slave trade in the early nineteenth century. Two centuries later, the Vatican has said that climate change is a “moral and religious imperative for humanity”. Will the fate of fossil fuel companies be defined by public, sovereign and religious investors? And can other investors watch from the sidelines?
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FeaturesAhead of the curve: Unlocking new insights
Fundamental investment success involves developing a view on global trends and future market directions as well as identifying relevant investments that are aligned with this strategy. This second step of the process is long and labourious.
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FeaturesBriefing: It is all downhill from here
Six months ago, markets were rediscovering volatility, sentiment was wavering and there were growing fears that we had reached the end of a decade-long bull market for most assets. There were several reasons, such as worries over indicators, global trade tensions and the sustainability of corporate earnings growth, but one of the key ones was the relentless raising of interest rates by the US Federal Reserve.
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Special ReportArtificial intelligence: Let me tell you what you really think
How are managers deploying natural language processing to analyse management sentiment in earnings calls?
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FeaturesInterview: Sharon Bowles – A forensic assessment
The former chair of the European Parliament’s Economic Affairs Committee talks to Stephen Bouvier
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Interviews
Strategically speaking: Montanaro Asset Management
As a Europe-focused small and mid-cap manager, the decision of London-based Montanaro Asset Management to launch its Better World fund, a global impact focused fund after a 27-year track record as a European house, was most certainly a change in strategic direction.
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Country ReportATP: Green signals
In its quest for better quant stock selection method, ATP has also reduced its carbon footprint by a quarter
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FeaturesNo going back
There is no going back to the days when the key political divide was between mainstream left and right
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Opinion PiecesGuest viewpoint: Beat Zaugg
A striking indication of ESG’s importance in Switzerland is that Ueli Maurer, the country’s president, will be the keynote speaker at the Swiss Sustainable Finance annual conference in Bern
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Special ReportChina: Befriending the dragon
Italy’s decision to join China’s Belt and Road Initiative has prompted criticism from the EU and the US
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Special ReportEurope Outlook: Behind the gloom
Pessimism abounds about Europe’s prospects but is it justified?
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FeaturesEurope belatedly turns eastwards
The EU’s lack of a common strategy to respond to the rise of China as an economic superpower suddenly came to the fore earlier this year, as Italy joined China’s Belt and Road Initiative (BRI).
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FeaturesFixed income, rates, currencies: Politics remains the bellwether
Financial markets continue to be influenced by news, and tweets, about the US-China trade negotiations. While stock markets have sold off during the second quarter of 2019, and credit spreads have widened, this financial tightening is so far less than what happened over the last few months of 2018.
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Special ReportEuropean benchmarks: Meet Sonia, €STR and Saron
European interest rate benchmarks reform will bring new challenges for asset managers and investors
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Special Report
Indices and Benchmarks: The Chinese dam breaks
Global bond indices have started including the Chinese domestic bond markets in their benchmarks
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Country ReportPer Bolund: Green future for Swedish pensions
Sweden’s financial markets minister tells Pirkko Juntunen that the government is preparing for comprehensive pension reform
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