Latest from IPE Magazine – Page 227
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Special Report
Mind the infrastructure gap
Energy infrastructure will remain a relevant and interesting field for asset owners as governments look to plug the investment gap, finds Jonathan Williams
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Features
Asset Allocation: The big picture
The quite well anticipated easing from the European Central Bank (ECB), followed by the US Federal Reserve’s more surprising lowering of its expectation ‘dots’, proved supportive for risk assets as the first quarter of 2016 ended
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Features
Ahead of the Curve: The investment conundrum
Alan Porter argues that investors should favour businesses that prioritise long-term capital investment rather than simply seeking out those paying high dividends
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Features
Focus Group: The importance of credit
Seventeen (71%) of the investors polled for this month’s Focus Group say that credit has become more important in their portfolio over the past five years
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Features
Diary of an Investor: Stretch and flex with credit
Years ago, people used to claim that the equity-risk premium was the most important metric in a pension fund’s long-term investment plans
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Special Report
Investors: Focused approaches
A look at how and why pension funds are implementing alternative credit investment strategies
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Special Report
Asset Allocation: Credit where credit’s due
Alex Koriath explores why and how pension funds may want to consider a diversified portfolio of credit strategies
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Special Report
Asset-Backed Lending: Take your pick
Europe offers good prospects for asset-backed lending with opportunities for investors to step into the shoes of banks in certain markets, reports Lynn Strongin Dodds
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Special Report
Private Debt Funds: The price of competition
Institutional investors’ hunt for yield has led to return compression in the private debt market. Emma Cusworth assesses the dynamics
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Special Report
Leveraged Loans: An attractive niche
Leveraged loans and CLOs represent a niche that is increasingly interesting for European institutional investors and multi-asset credit funds
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Special Report
Direct lenders take up bank slack
Lower levels of bank lending are opening up opportunities for private debt, according to Joseph Mariathasan
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Special Report
Interview: Denys Glushkov - Passive redux
For institutional investors trying to build a portfolio from the myriad smart beta ETFs providers are offering, the way forward might be a step back – to passive index investing.
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Special Report
Bank Credit: Look for the whites of their eyes
David Turner asks whether investors should shun bank credit or be prepared to grasp opportunities
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Special Report
EM corporate debt: an emerging asset class
We examine the attractions of emerging market corporate debt, which has evolved rapidly in terms of issuance in recent years
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Special Report
SME Lending: Transmission revamp
SME lending is a crucial element in any developed economy. We assess the opportunities and risks for European institutional investors
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Opinion Pieces
Letter from Brussels: Ethical pressures mount
There are plenty of indicators of rising pressure to advance ethical standards across the financial sector. One outcome takes the form of mountains of clean-up legislation, including from Brussels.
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Opinion Pieces
Letter from the US: The robo-race starts
Robo-advisers are gaining ground in the US retirement industry. Their success will have an impact on the market, accelerating the shift of assets out of actively managed funds and into index funds
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Opinion Pieces
Guest Viewpoint: Peter Kraneveld – International Pensions Adviser
“Let’s stop using the term de-risking altogether and use the right words for what we are doing”
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Special Report
High Yield: Beyond traditional metrics
There are no short cuts in the evaluation of high-yield opportunities, according to Anthony Harrington
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Special Report
Offshore wind market speeds up
The offshore wind market is becoming an increasingly attractive investment option as it grows and matures. Michael Ferguson looks at the recent project Meerwind
