Latest from IPE Magazine – Page 8
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Features
Is the US economy finally heading for a soft landing?
Having come to terms with the higher-for-longer mantra, markets are grappling with ‘higher-for-even-longer’, as US economic resilience continues to challenge expectations of weakness while reducing the prospects for earlier interest rate cuts from the Federal Reserve.
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Interviews
The great desyncronisation age in global financial markets
Investors are witnesses to the end of an era of synchronised global growth, when China could be counted on for outsized expansion that provided a broad cross-border lift for economies, industries and asset classes.
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Features
Qontigo Riskwatch – December 2023
*Data as of 31 October 2023. Forecast risk estimate for each index measured by the respective US, World and Emerging Markets Qontigo model variants
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Features
IPE Quest Expectations Indicator - December 2023
IPE’s monthly poll of market sentiment, asking 50 asset managers about their six to 12-month views on regional equities, global bonds and currency pairs
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Special Report
Managing risk in securities class actions
Securities class actions (SCA) are a form of collective redress. Shareholders seek compensation for losses suffered as a result of some form of corporate misconduct. They rely upon free market forces, its rules, regulations and factors affecting market price. For professional shareholders such as institutional investors, it is best to look upon any involvement with SCAs as another form of investment yielding a potentially, significant return in future. The duties of any institutional investor – whether as a fiduciary or otherwise – is to focus on what is in the best interests of the fund and its beneficiaries. It does not require the expenditure of more money (or the value of management time) than is likely to be received. What is necessary is the consideration of the issues and the management of risks.
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Special Report
Double-edged benefits of litigation financing
European pension funds have become familiar with class action litigation, often tying it in with their fiduciary responsibilities as shareholders. Cases against UBS regarding its takeover of Credit Suisse; EY as auditor of fraudulent German payments firm, Wirecard; and Silicon Valley Bank, which collapsed in March, are the headliners of 2023.
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Country Report
Switzerland pensions report 2023: funds consider next move with UBS and Credit Suisse
Fears of market concentration in asset management and custody services are leading Swiss Pensionskassen to rethink relations with the enlarged UBS
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Country Report
Spanish pensions report 2023: funds ride a wave of uncertainty
Diversification remains a key tool in pension fund portfolios
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Asset Class Reports
Refinancings: private equity out in the cold
Activity has been disappointing due to macroeconomic headwinds and geopolitical tensions
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Special Report
ESG Guide 2023: The future of sustainable finance
With or without the backlash against ESG in the US, big questions have been looming over the sustainable finance industry – like ‘is sustainable finance working?’.
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Country Report
Swiss Pensionskassen strengthen their stewardship role
Swiss pension funds are broadening their proxy voting and exclusion policies while joining efforts to engage on real estate and biodiversity
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Special Report
Is sustainable finance working?
Sustainability is now a top consideration for investors, but there is little evidence it is leading to a more sustainable economy
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Asset Class Reports
Cautious welcome for contentious SEC private equity rules
Representatives of private equity limited partners broadly support the SEC’s recent private fund adviser rules
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Country Report
Ethos makes active use of voting rights
Ethos CEO Vincent Kaufmann speaks to Luigi Serenelli about the Swiss Foundation for Sustainable Development, which is composed of 252 pension funds and public utility foundations. Ethos was founded in 1997 and aims to promote socially responsible investment by its active participation in company AGMs
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Asset Class Reports
Private equity managers reflect on AI’s power to transform healthcare
There are plenty of opportunities for investors, but the regulatory obstacles must be understood
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Special Report
Plenty left for EU sustainable finance policy to tackle
European policymakers have gone full throttle on sustainable finance over the past five years. Do they have the wherewithal to finish the job?
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Country Report
Asset allocation for Swiss pension funds: end to the drift away from bonds?
Markets and a growing familiarity with alternative assets have seen portfolio structures move slightly last year but despite the rise in interest no sudden movements are expected
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Asset Class Reports
Australia’s QIC makes inroads in Europe and US for mid-market market private equity
The Australian private equity manager has drawn on the knowledge of its Danish head of Europe to gain global assets
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Special Report
Is there a role for ethics in ESG investing?
What if investors acknowledged that, sometimes, some things are just the right thing to do?