Latest from IPE Magazine

  • Peter at APG.
    Features

    Inflation strategy: Conditions look ripe for a new commodities supercycle

    April 2021 (Magazine)

    The media briefly got excited when the followers of Reddit – a social news website often used by political activists – ineffectually attempted to ramp up silver prices in February. But news about commodity prices other than oil and gold rarely make headlines. For most institutional investors, commodities are a Cinderella asset class. A fleeting moment in fashion before the 2008 global financial crisis (GFC) has been superseded by widespread indifference. 

  • Sweet shop
    Special Report

    Special report: Manager selection

    The COVID-19 pandemic has changed the way pension funds and other institutional investors are selecting their investment managers

  • Liam Kennnedy
    Opinion Pieces

    Equities to the fore as an inflation hedge

    April 2021 (Magazine)

    At a time when institutions can deploy billions swiftly at the touch of a few buttons, there is increasing focus on deploying capital well. A notable buzzword of late has been ‘resilience’ as pension funds look to downside risks. 

  • Country report - Germany
    Country Report

    Country report: Germany

    Social partner pensions are just one of the new defined contribution (DC) pension arrangements which have emerged in Germany in the past three year and more more could follow, as we analyse in this report. Will this bring a boost to the country’s neglected second pillar? We also look at pension risk management and find how investors are evolving to adapt to new realities in terms of assets and liabilities, and assess why German politicians are looking abroad for ways to boost exposure to equities in long-term savings.

  • Lightning storm
    Asset Class Reports

    Fixed income & credit

    As the world still  grapples with the implications of the COVID-19 pandemic, credit investors continue their search for attractive yields in an environment where liquidity, even for long-term investors, could become critical. In this report, we look at different aspects of the fixed income & credit universe, including multi-asset credit strategies, the changing US high yield market, and the opportunities for institutional investors in trade and supply-chain finance.

  • April LaRusse
    Asset Class Reports

    Multi-asset credit: Switching tactics to deal with volatility

    April 2021 (Magazine)

    MAC strategies allow investors to shift investments tactically to capitalise on a wide range of niche markets

  • susanna sue rust
    Opinion Pieces

    Hopes for coherence in sustainability disclosures regulations

    April 2021 (Magazine)

    It could have been done differently, but, nonetheless, a clear path is emerging as to how EU sustainable finance regulations will become more of a coherent whole. The problem that has been perceived and outlined time and time again by investor groups is that disclosures are being asked of their constituencies – asset managers, pension funds – for which the data is not really available, or only at a significant cost. Tough, some may say, get on with it. 

  • ErlingUnionIvestmentpic
    Country Report

    Social partner pensions: An overlooked model

    April 2021 (Magazine)

    Just one new DC-type arrangement has emerged in Germany in the past three years. More could follow, bringing a boost to Germany’s neglected second pillar

  • Michael Cembalest
    Features

    Selectivity is key in SPAC market

    April 2021 (Magazine)

    The vogue for special purpose acquisition companies (SPACs) has something in common with many other fashions, whether in investment or in the shops. Just when you think the trend cannot get even hotter, the temperature rises yet further. 

  • Andy Hampshire
    Special Report

    Private markets: A shift in priorities

    April 2021 (Magazine)

    The COVID-19 pandemic has modified the selection process for managers of real assets and private equity 

  • Scott Palmer, USS 2
    Special Report

    USS & DiligenceVault: Digital platform eases process of due diligence

    April 2021 (Magazine)

    USSIM reports positive experience using DiligenceVault’s platform to carry out due diligence of asset managers 

  • Venilia
    Opinion Pieces

    Green ambitions to drive recovery

    April 2021 (Magazine)

    Last month, Italy announced its first foray into the hot market of green bonds by raising a record €8.5bn (see page 9).

  • German pension asset allocation 2020
    Country Report

    Pension Risk Management: Dealing with a challenging year

    April 2021 (Magazine)

    German pension investors are evolving to adapt to new realities in terms of assets and liabilities

  • Tim Crawmer_
    Asset Class Reports

    US high yield: A changing market

    April 2021 (Magazine)

    US high yield looks attractive against investment-grade credit although there are important changes for key sectors

  • pexels photo
    Features

    Long term assets: Proposed vehicle aims to help DC funds access private asset classes

    April 2021 (Magazine)

    The UK’s chancellor of the exchequer, Rishi Sunak, has set an ambitious timetable for the launch of a new UK-authorised fund vehicle, the Long-Term Asset Fund (LTAF), by the end of 2021. The LTAF is envisaged to simultaneously help achieve several policy goals by directing pension savings into alternative investments.

  • Claudia Stanghellini 1
    Special Report

    AP3’s partnership approach

    April 2021 (Magazine)

    Claudia Stanghellini, head of external management at Tredje AP-fonden (AP3), talks about the fund’s strategy when selecting managers

  • Ian Henderson_Artis Finance
    Asset Class Reports

    Trade Finance: Weathering the storm

    April 2021 (Magazine)

    Trade and supply-chain finance has faced several threats in recent years but the opportunity for institutional investors is alive and well

  • Country Report

    Politics and investment: Germany looks to Sweden

    April 2021 (Magazine)

    Politicians are looking abroad for ways to boost equity investment in long-term savings

  • AndreasCsurdaAllianz
    Country Report

    Austria: Sustainable growth remains elusive

    April 2021 (Magazine)

    Austrian providers are calling for solutions to make occupational pensions more appealing in light of demographic pressures and COVID-19 fallout

  • Armin Sandhövel
    Interviews

    Strategically speaking: Allianz Global Investors

    April 2021 (Magazine)

    Allianz Global Investors (AGI) has long invested in green infrastructure. The market, and the perception of renewable energy for investors in particular, has changed during this time. Investors are ready to engage with renewable energy or cleantech if the underlying technology has a proven track record.