Latest from IPE Magazine – Page 11
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Opinion PiecesAustralian super funds split on US exposure post Trump tariffs
Just weeks after Australian super funds visited the United States to pitch investments worth hundreds of billions of dollars, US president Donald Trump delivered a body blow with his ‘Liberation Day’ tariff plan.
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Country ReportGermany country report 2025: New government faces choices on pensions reform
The collapse of Germany’s three-party coalition last year left behind a backlog of laws and proposals on pensions. What happens now?
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Special ReportPension and investment consultants: Business models are changing
Pension and investment consultants are adjusting business strategies in response to an increasingly complex and volatile investment environment
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Special ReportArtificial Intelligence: UK pension funds optimistic but wary as they dip into AI
Trustees are exploring AI but emphasise the importance of understanding risks such as data security and ethical considerations
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Asset Class ReportsPrivate credit turns evergreen as funds grow in number
As managers compete for scale and expand their footprint, the role of evergreen private credit funds is expected to grow
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Asset Class ReportsIs it time for private credit to step up on investing in artificial intelligence?
Besides digital and power infrastructure, investors are beginning to shift their focus to other areas of the burgeoning AI market
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Special Report
Asset managers test AI’s power in the investment process
The AI revolution has come to asset management. Five leaders overseeing its rollout examine the state of play
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Country ReportCan pension funds help German economy get back on its feet through investment in growth start-ups?
WIN, a government-sponsored initiative to boost investment in growth start-ups, has received widespread but not wholesale backing
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Country ReportA long-term view on German institutional investment
A 10-year Spezialfonds analysis of German institutional funds highlights how significantly the institutional investment landscape has evolved
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Special ReportArtificial intelligence is transforming Asia’s financial sector
Asian markets are adopting AI at varying paces, but the potential for further development in the financial sector is significant, say experts
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Asset Class ReportsConsolidation in the private credit space points to a maturing phase
Recent M&A activity in private credit follows hot on the heels of a decade-long boom. Is there more to come?
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Asset Class ReportsViews from the top: Leading general partners on the evolution of private credit
We polled leading GPs on the evolution of private credit. They detect the growing strength of institutional investor interest but as competition increases and the market comes under greater scrutiny, could increased regulation be on the way?
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Asset Class ReportsLP perspectives: European pension funds on private credit strategies
Two European pension funds detail how they are tapping into the private credit market at a time of exponential growth and heightened volatility
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FeaturesIPE Quest Expectations Indicator - April 2025
Since 1900, the US has waged numerous wars but has won only three without allies. This is the sobering background for recent US geopolitical policy moves: changing sides from Ukraine to Russia, interfering in German elections and behaviour at the NATO ministerial meeting.
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FeaturesCentral banks and cryptocurrency reserve: set for a breakthrough?
After courting the crypto community during his presidential campaign, Donald Trump issued an executive order in early March to create a US strategic bitcoin reserve, as well as a national digital assets stockpile of tokens other than bitcoin.
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Opinion PiecesInvestors must speak up on ESG reporting rules dictated by the EU’s omnibus
Shareholder engagement used to be all about reporting. What gets measured gets managed was the tagline of a whole era of ESG, as investors requested more and more information from companies to help them understand their environmental and social risks.
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FeaturesFixed income, rates, currencies: Trump’s tariff announcements weigh on sentiment
As tariff announcements garner huge amounts of media attention, financial market reactions have been muted. Participants are trying to beat off tariff fatigue and assess the best path through all the smoke and mirrors.
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FeaturesIPE Quest Expectations Indicator - March 2025
Political risk has risen to boiling point. Donald Trump’s talks with Russia to end the war in Ukraine, without as much as a Ukrainian presence, left the US without allies or credibility, especially in Europe.
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Opinion PiecesThe evergreen funds evolution in private credit investments
The market turmoil of 2022 taught pension funds a fundamental lesson about balancing long-term objectives with short-term events.
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Opinion PiecesGerman pension funds need to step up in fight to boost economic growth
Germany’s Christian Democratic Union (CDU) and Christian Social Union (CSU) parties, together with the Social Democratic Party (SPD), have now entered negotiations to form a new ‘grand coalition’ government
