Latest from IPE Magazine – Page 11
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FeaturesTrump market turmoil boosts hedge funds
With equity markets on a semi-permanent rollercoaster, the majority of the hedge fund industry has performed relatively well. Could we be about to see an absolute return renaissance?
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Special ReportIndia powers ahead with further investments in renewable energy
With an ambitious target to hit net zero by 2070, Delhi is boosting its investments in green energy strategies, such as renewable energy, battery storage, power grids and electric vehicles
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Country ReportUK government pushes for further consolidation of Local Government Pension Scheme pools
The Labour government has laid down the gauntlet for the existing eight pools managing almost £400bn of local government pension assets to consolidate further
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Special ReportReforms needed for European push towards blended finance
European supranational institutions have been among the driving forces behind blended finance, but scaling up the involvement of the continent’s risk-averse institutional investors remains challenging
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Special ReportIndia’s charge to boost green energy supply
Powered by India’s accelerating growth, the country is looking to bolster its sustainable energy supplies with investments in biofuels and green hydrogen
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FeaturesHow seven European pension funds view active management
IPE asked leading European pension funds for their views on active management, with turmoil in the equity markets and continuing geopolitical uncertainty around the world
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Country ReportInnovation reshapes the UK pension risk transfer market
Spurred on by improved DB scheme funding, the market has seen both new entrants and returnees
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Special ReportPension funds KBC and PGGM outline their stance on impact investing
Two pension providers offer different perspectives on impact in their portfolios
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Country ReportRailpen CEO on board for member focus
New CEO’s sights are trained on member outcomes as the organisation looks ahead to a simpler rail sector under public ownership
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Special ReportPlace-based impact investing on the rise as investors look closer to home
The rise of place-based impact investing has taken place amidst a growing demand for impact both locally and regionally
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InterviewsPenSam CIO Claus Jørgensen on the fund's focus on low-risk, high-quality pensions
Claus Jørgensen, CIO at PenSam, talks to Carlo Svaluto Moreolo about the Danish pension fund’s efforts to maximise pension payouts
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FeaturesUK court cases spell trouble for passive shareholders
In the Allianz vs Barclays case, passive investors have been denied damages related to investments in companies releasing misleading information
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Opinion PiecesDomestic investment bias is back: sow’s ear or silk purse?
Pension funds now have a very large dollop of geopolitical risk to contend with at a time when many are under some degree of pressure, overt or otherwise, to invest more domestically.
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Opinion PiecesThe ‘active versus passive’ investment debate should be over
Perhaps there should never have been a debate about whether stock picking is appropriate for institutional portfolios.
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Opinion PiecesHopes high blended finance can help achieve Sustainable Development Goals
According to the UN, the shortfalls in the financing needed to achieve the Sustainable Development Goals (SDGs) are large and growing, particularly for developing countries, ranging from $2.5trn to $4trn annually.
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AnalysisEuropean pension funds review global weightings in face of US turmoil
As global markets react to the threat of US tariffs, many European pension funds are looking to rebalance their portfolios and reset their investment policies
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FeaturesReforms boost appeal of Japanese equities despite trade challenges
It has been a long time coming but Japan’s corporate governance reforms are finally winding their way through the system, giving investors new-found confidence in its equity markets.
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FeaturesIPE Quest Expectations Indicator - May 2025: US markets lose their wings
Markets have been gyrating wildly with Trump’s on-again-off-again trade wars, but resistance is building
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InterviewsSystematica Investments CEO Leda Braga on the hedge fund's strategy
‘Ten years ago, we were the nerds, the geeks, and nobody was interested’
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FeaturesIPE Quest Expectations Indicator - June 2025
At last, we have some clarity about the nature of ‘Trump risk’ – it is about uncertainty and growth. Markets are signalling that the US president’s on-again-off-again policies are a threat to growth and stoking inflation even if his threats are not implemented.
