Latest from IPE Magazine – Page 287
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Special Report
Africa: Could Africa feed the world?
Anthony Harrington asks whether the inextricable links between agriculture and infrastructure will constrain or unleash investment in Africa’s food-production potential
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Special Report
Africa: Real estate opportunities
Daniel Metcalfe outlines the development of commercial real estate in sub-Saharan Africa, which is increasingly a story of tight supply
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Features
Geology doesn’t end at the border
Europe sits atop abundant shale energy reserves and Moscow’s annexation of Crimea has catalysed interest in unlocking it to reduce dependence on Russian gas. Tapping those reserves will be a long-term investment proposition, says Christopher O’Dea
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Features
Bond platform rivalry heats up
Pension funds and other institutional investors are searching for alternative ways to find liquidity in fixed income. Bond platforms are vying for the job, writes Maha Khan Phillips
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Interviews
Performance built on research
Unigestion’s investment principles tell us that it is “not swayed by short-term trends or techniques which are in vogue”. At first glance that might seem a bit rich, considering its reputation for minimum-variance equities – about as “in vogue” as it gets.
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Asset Class Reports
Private Equity: Tailored solutions in vogue
The relationship between the largest private equity investors and their general partners is evolving as the demand for more specialised, bespoke portfolios grows. Joseph Mariathasan describes the landscape and the pitfalls it threatens for unprepared funds of funds and GPs
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Asset Class Reports
Private Equity: Handing over the reins
Planning for a buyout firm’s future can be tricky and emotional, writes Jennifer Bollen
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Asset Class Reports
Private Equity: Private equity titans, time to retire
Immense personal wealth and diversified, publicly-owned businesses give a certain type of private equity manager a free option at his LPs’ expense, argues Cyril Demaria
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Features
Rates of change
A multi-polar growth and monetary landscape will require a less constrained approach to fixed income, argues Stephen Cohen. Right now emerging markets look like an attractive prospect
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Features
Credit where it’s due
Of the 22 investors polled for this month’s Focus Group, seven feel that credit has become more important in their fund’s portfolio over the past five years, and a further 10 believe it has become slightly more important. Only two rate credit as less important.
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Features
Outward bound
We seem to get out of the office so rarely these days. All of us spend more time dealing with electronic communications that simple, face-to-face contact takes place less often than it used to.
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Features
Exploding the asset allocation myth
The old dictum of ‘fix asset allocation and the numbers will follow’ no longer works, says Amin Rajan, and a world-class strategy is now worthless without world-class execution
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Special Report
Near the cliff edge
Elisabeth Jeffries asks whether investors will be discouraged by an end to specific renewables targets for EU member states
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Special Report
Credit: Don’t bank on it
The disintermediation of Europe’s credit markets is getting everyone excited. But Martin Steward asks how easy it will be for asset owners and managers to reproduce the banking business models
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Special Report
Credit: A third way
Liam Kennedy outlines how Natixis, in partnership with insurers Ageas and CNP Assurance, has created an alternative to direct infrastructure lending and investment through funds
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Special Report
Credit: Preparing the ground
A latecomer to credit asset classes, the UK’s East Riding Pension Fund has nonetheless built a rich and varied foundation for its longer-term portfolio strategy, finds Martin Steward
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Special Report
Credit: A comeback for asset-backed?
While US ABS markets have roared back to life, Europe lags. Charlotte Moore finds that most banks have cheaper ways to get financing at the moment, but that regulation may ultimately play into the hands of pension fund investors
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Special Report
Credit: The waiting game
The big rush of distressed assets anticipated from the financial crisis never materialised. Jennifer Bollen asks if the delayed opportunity is about to come good, and what kind of opportunity it might be
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Special Report
Credit: Doing what it says on the tin?
A multi-asset approach to credit makes a lot of sense. But, as Emma Cusworth finds, it is easier said than done and the choices are complex and diverse
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Features
Focus Group: Credit where it’s due
Of the 22 investors polled for this month’s Focus Group, seven feel that credit has become more important in their fund’s portfolio over the past five years, and a further 10 believe it has become slightly more important. Only two rate credit as less important.
