Latest from IPE Magazine – Page 189
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Features
ESG: The climate conundrum
Considering climate-related risk could lead to fewer carbon-intensive business models
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Interviews
Strategically speaking: Bain Capital Credit
Bain Capital Credit, an arm of the eponymous private equity house, has come a long way since it was founded in 1998 as Sankaty Advisors
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Features
Asset Allocation: Risks abound despite European recovery
Despite yet another weak and rather confusing US jobs report, there was no rush to alter Federal Reserve rate hike forecasts for the remainder of this year.
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Features
Ahead of the Curve: The tricky search for yield
According to reports, global bond ETFs had their best quarter on record in the first quarter of 2017 with $44.5bn of inflows
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FeaturesIPE Expectations Indicator July/August 2017
It would be an understatement to say the shine has left the US equity market, given this month’s manager expectation submissions. The month’s responses indicate movements across all asset categories, with a positive nod toward Europe, while those who predict change (for instance in the US and the UK) are seeing an erosion of confidence towards equity valuations.
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Features
Ahead of the Curve: China’s ‘Blue Skies’ future
One thing that China does well, perhaps better than any other country, is to articulate a vision. It might not know every step of the journey but it knows where it wants to be
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Features
Sweden seeks scandal-free pensions system
It can be hard to get people interested in pensions, but the recent sharp acceleration of Sweden’s premium pension system reform process suggests scandal is one thing that will really grab the attention of the public – and politicians
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Opinion Pieces
Guest viewpoint: Stefan Lundbergh & Kerrin Rosenberg, Cardano
“At present, UK trustees do not have the right governance framework in place to be effective or accountable”
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Opinion Pieces
Letter from Brussels: Reboot for Capital Markets Union
The European Commission’s “further steps to drive forward the Capital Markets Union (CMU)” outline nine new priority legislative actions to solve the EU’s long-term cross-border investment challenge
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Opinion Pieces
Letter from the US: Firms happy to retain say-on-pay
One of President Donald Trump’s promises has been to loosen regulation on all businesses to boost the economy. A casualty could be shareholders’ right to vote on executive compensation
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Features
FundForum: Coming to terms with technology
Impending MIFID II rules and the perennial discussions of Brexit implications were, unsurprisingly, strong themes of June’s FundForum conference in Berlin
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Special Report
Europe's political outlook: Shifting to a new politics
The distinctions that have characterised politics for over two centuries could be coming to an end
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Special Report
Future of LDI: The clearing dilemma
The exemption for pension funds from central clearing of derivatives under the European Market Infrastructure Regulation (EMIR) has been extended. But LDI continues to face tough questions
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Special Report
Credit: Opportunities despite challenges?
Opportunities exist despite the challenges of a low-interest-rate environment
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Asset Class Reports
Government bonds: Euro-zone risks remain
Economic growth prospects in the euro-zone look brighter but political uncertainties are a cause for concern
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Special ReportTop 400 Asset Managers 2017: A new, improved business?
The cosy old world of asset management seems already seems like a different era. One day, CEOs will probably tell their grandchildren about the bygone days of fat margins, soft dollars and dubious intermediary arrangements
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Country Report
Sweden: AP funds power on
Buffer funds seek greater flexibility to invest in alternatives
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Features
Politics needs a longer lens
It is necessary to come to terms with the end of left and right
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Country Report
Asset strategy: Threat or opportunity?
Outlining the dynamics of the Nordic institutional investment market
