Latest from IPE Magazine – Page 15
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Opinion PiecesPreparedness: a new asset class?
Wars are famously costly. Most people would agree that preventing them is infinitely preferable to paying for them.
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Opinion PiecesThe private credit market needs careful monitoring
European institutional investors seem to be in a bind. Equities performed well this year, but market concentration remains at record levels and many investors expect a correction. Returns from bonds have been mostly positive, but that could change if inflation flares up again. The real estate market may be starting to recover, but it is early days, and the recovery may not be linear.
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AnalysisIf UK defined contribution is ‘broken’, could collective DC be the answer?
Collective DC is emerging in the UK but time will tell whether employers will embrace it
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InterviewsHow pension funds manage derivatives and liquidity needs
The use of derivatives, for hedging and other purposes, is common among pension funds, but it can be a drain on liquidity. We asked three pension funds how they ensure adequate levels of liquidity when interest rates are volatile
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InterviewsLeapFrog eyes global impact investment opportunities
Impact investing was once a niche concept. “We were seen as the weird people in the corner of the room,” recalls Andy Kuper, the South African founder and CEO of LeapFrog Investments
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FeaturesThe effect of behavioural biases on active investment portfolios
It has been become apparent in recent years that behavioural finance has important things to say about how investors make decisions.
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FeaturesFixed income, rates, currencies: All eyes on Trump’s return
With the Republican Party now in control of both Senate and House, the leeway that President-elect Donald Trump will have to enact his pre-election policies could be considerable.
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AnalysisNew research sees private markets investing entering a new era
New research charts the emerging and varied demands of private markets investors
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InterviewsHypoVereinsbank pension funds: Searching for sustainability in private markets
Markus Schmidt, director of asset management for the pension funds of Germany’s HVB, talks to Carlo Svaluto Moreolo about the schemes’ combination of strict liability and risk management with a broad growth portfolio and sustainability focus
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FeaturesInsurance-linked securities bank a stellar year for returns
Insurance-linked securities (ILS) may be complicated, but they are gaining an institutional following especially among pension and sovereign wealth funds, multi-asset investment firms and endowments.
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FeaturesIPE Quest Expectations Indicator - December 2024
Bond expectations falling, equity mostly flat
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Opinion PiecesEurope must prepare for a China after Xi Jinping
Whatever the big issues of the 21st century, whether climate change, the environment, restoring economies post-COVID, fighting poverty or ending the war in Ukraine, they are much easier to resolve if countries work together.
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Opinion PiecesGerman pension reforms in limbo after coalition government collapse
The collapse of Germany’s three-way ‘traffic light’ coalition in November opens questions about the fate of the pension reforms it had drafted over the past couple of years. The government, led by Olaf Scholz, started in 2021 with a mission to reinforce the capital-funded component of the pension system.
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Opinion PiecesBig Swedish providers raise pension switch worries
Pension transfers are big business in Sweden, and the market could be described as booming right now.
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Opinion PiecesAustralians seek €3.1bn in lost superannuation contributions
In 2021-22, one in four Australian workers missed out on their superannuation contributions. The total lost was A$5.1bn (€3.1bn), despite the country having a compulsory superannuation system.
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Opinion PiecesFuture of ESG investing in doubt following decisive Trump victory
In the past two years, an anti-ESG backlash has grown strong roots on the American right.
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Country ReportSwitzerland country report 2024: The trouble with Swiss second-pillar pension reform
Attempts to reform occupational pensions continue to fail, risking undermining public trust. But pension funds have already been making their own pragmatic changes
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Special ReportESG: Investors embrace new challenges on 1.5°C climate goal
The world has changed considerably since we first started publishing this annual special report in 2018, not least in that the rise of greenwashing concerns is leading to a phasing-out of terms such as ESG.
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Country ReportSpanish country report 2024: Pension funds eye a new rate environment
Buoyed by strong returns, pension funds have been lengthening the duration in their fixed-income portfolios
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Asset Class ReportsPrivate equity industry starts to show signs of recovery
Private equity has a bounce in its step once again, but it could be years before the industry recovers fully
