All IPE articles in June 2021 (Magazine)
View all stories from this issue.
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Country Report
Norway: Off to a slow start
There are encouraging signs that Norway’s municipal pensions market is beginning to open up to competition
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Features
Perspective: Nicolai Tangen & NBIM
Less than a year after his controversial appointment, criticism of Nicolai Tangen’s leadership of Norges Bank Investment Management is building
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Features
Strategically speaking: Hayfin – no hayseed
Europe’s abortive football super league didn’t collapse from want of loan capital this April. It collapsed, instead, because of a catastrophic lack of cultural fit with the ethos of the sport.
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Opinion Pieces
Establishing a sustainable path
Investors increasingly want to take a more environmentally, socially and governance-conscious approach to investing. Despite the growing choice of ESG strategies, the wide range of products and a lack of uniformity can make it difficult to compare the options.
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Features
ESG: Society first, profits second
Asoka Woehrmann and Amin Rajan ask whether social issues will become a permanent driver of investment decisions
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Opinion Pieces
The recovery does not eliminate systemic risk
The world’s economy is already recovering from the damage inflicted by the lockdown measures imposed to contain the spread of COVID-19 in 2020.
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Country Report
Denmark: Sustainability products gaining popularity
Pension providers report growing customer take-up of sustainability offerings
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Country Report
Sweden: Record returns defy pandemic
AP6 reaps highest-ever results in 2020 through its ‘whole-portfolio’ approach
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Features
Fixed income, rates, currencies: Still missing the target
Most would agree that one data release from an important but volatile dataset – employment figures – should be read with caveats. However, the scale of the forecasting ‘miss’ for April’s US job numbers was hard to dismiss as just noise.
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Features
Long term matters: Grandpa, what did you do in the COVID wars?
Pharmaceutical companies in the West and their host governments are very confident today, and some even speak of “post crisis investing”. Certainly, pharma’s scientific credentials have been demonstrated and the public in the UK and the US in particular are seeing the potential end to lockdowns.
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Opinion Pieces
The rising tide of corporate governance
In the last year, there has been a broad shift in corporate governance focus towards social issues, including human capital management – the ‘S’ of ESG.
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Special Report
European economies: Closing the gap
A lot hinges on the NextGenerationEU’s programme to narrow the yawning economic gulf between EU member states
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Interviews
Interview: Mitesh Sheth, chief executive officer at Redington
A year and a half ago, Phoenix Equity Partners, a UK mid-market private equity firm, agreed a majority investment in Redington, an independent investment consultancy.
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Features
Incorporating climate change within investment portfolios
Recording the possible impacts of climate change on investment portfolios is becoming a regulatory and reporting requirement. Asset managers and asset owners will need to incorporate it into future management information and reporting systems.
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Opinion Pieces
Guest Viewpoint: Principles for setting CEO pay
As we emerge from the AGM season, executive pay has, once again, been a lightning rod. Often pay is presented in simple headline numbers and narratives, but, in fact, pay is among the most complicated issues that percolate to board level. In my experience of sitting on boards for more than a decade, there are several principles that should guide the best global companies in setting executive pay.
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Interviews
How we Run our Money: LGPS Central
Mike Weston (pictured), CEO of LGPS Central, talks to Carlo Svaluto Moreolo about creating a state-of-the-art investment-management operation
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Special Report
Venture capital: Shining lights
Europe’s thriving startup sector is providing lucrative opportunities for venture capital investors
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Special Report
Outlook for Europe: Shining lights for venture capital
The European venture capital market was a no-go area for institutional investors in the decade following the dotcom bubble of the late 1990s but allocations to the asset class have increased over recent years. Today, Europe’s thriving startup sector is providing lucrative investment opportunities, as we analyse in this report.
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Opinion Pieces
Notes from the Nordics: GPFG brought into politics
The Norwegian Government Pension Fund Global (GPFG) is a phenomenon – the world’s largest sovereign wealth fund owned by a population of just 5.3m, accounting for a sixth of all SWF assets and the owner of 1.5% of all listed equities.
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Features
Briefing: Credit-risk niche gains interest
In a world of prolonged low interest rates, institutional investors are scouring different pockets of the investment landscape to generate additional returns. One area is capital regulatory transactions, which are far from new but are being put under the microscope for their potential as part of an alternative credit portfolio. However, these transactions can be more complex than other alternative credit asset classes and require specialist expertise, skills and understanding.