Latest from IPE Magazine – Page 34

  • Haje Schütte2
    Opinion Pieces

    Guest viewpoint: Green bonds require better coordination for real impact

    July/August 2023 (Magazine)

    Worth approximately $128.3trn (€117trn), the global bond market could add billions to the global effort to reach the United Nations’ sustainable development goals (SDGs). Yet only a fraction of the market currently consists of green, social and sustainability (GSS) bonds, and of that very little is being issued in developing countries. In 2022, annual GSS bond issuances stood at under 10% of overall bonds and only 13% of them came from entities in developing countries, a number that dwindles to around 5% when excluding issuers from China. 

  • Johnson Jenny
    Interviews

    Franklin Templeton’s Jenny Johnson: Finding the way through the noise

    July/August 2023 (Magazine)

    When Jenny Johnson arrives, the atmosphere changes. She is composed, smiling and friendly and her boundless energy fills the room.

  • Joseph Mariathasan
    Features

    Digital health revolution ramps up

    July/August 2023 (Magazine)

    The world is at the beginning of a digital health revolution. This has been accelerated by the COVID pandemic that forced radical shifts in doctor/patient interactions, and supercharged by the emergence of OpenAI’s ChatGPT that brought generative artificial intelligence (AI) to the forefront and pulled the potential of AI in healthcare into the limelight.

  • Francis Crick Institute, London
    Features

    UK venture capital: spinning out for success

    July/August 2023 (Magazine)

    Academic research produces excellent technology and medical firms, but the funding is not always available to take things further

  • Schiendl Gunther at VBV
    Features

    Austria’s politicians are too timid to make decisions, says VBV’s Schiendl

    July/August 2023 (Magazine)

    Austrian institutional investors believe that both national and European Union politics are impeding the evolution of the occupational pensions market.

  • Federal Reserve Bank of St Louis
    Features

    Fixed income, rates & currency: US debt crisis averted – what next?

    July/August 2023 (Magazine)

    The US debt ceiling crisis was resolved in June, avoiding potentially major fireworks, with a suspension of the limit until early 2025. This ensures that the next time the politicians have to fight about it will be after the November 2024 presidential election. Although markets were relieved at the temporary resolution, the process of rebuilding the very depleted Treasury cash balances – with some huge bill auctions planned – will drain significant liquidity from the system, which could put pressure on the rates market.

  • Alison Savas copy
    Features

    Ahead of the curve: Is growth back or is it a trap?

    July/August 2023 (Magazine)

    It is likely you have heard about ‘value traps’. They are low-multiple companies that are priced at an ever expanding discount to the market and structurally underperform as fundamentals weaken due to new competition and, in extreme scenarios, may even face obsolescence.  

  • IPE Quest Expectations Indicator
    Features

    IPE Quest Expectations Indicator: July 2023

    July/August 2023 (Magazine)

    The war in Ukraine is starting to look like a stalemate. This would be in Russia’s favour. Delivery to Ukraine of more of the tanks promised or fighters to contest Russian air control might lead to a breakthrough, but is unlikely to happen in the summer. In the US, Trump looks like a leading but weak candidate for the Republicans, even against a Democrat as unpopular as Biden. Legal pushbacks against the fight to prevent permanent climate change, notably in Texas, have the potential to cause a trade war with the EU. They illustrate how European and North American values are slowly drifting apart. 

  • Qontigo Riskwatch graphs
    Features

    Qontigo Riskwatch – July 2023

    July/August 2023 (Magazine)

    *Data as of 31 May 2023. Forecast risk estimate for each index measured by the respective US, World and Emerging Markets Qontigo model variants

  • Virtu Global Tradewatch – July 2023
    Features

    Virtu Global Tradewatch – July 2023

    July/August 2023 (Magazine)

    May 2023 data through to 12 June 2023

  • IPE Quest Expectations Indicator August 2023
    Features

    IPE Quest Expectations Indicator: August 2023

    July/August 2023 (Magazine)

    Politics is on hold until September. Normally, markets do not care and analysts reduce their activity. A political crisis in the Netherlands shows the danger. There are warnings from all sides that climate measures are ever more urgently needed. Markets need a clearer view of which products govern- ments will support with market-shaping measures and when, especially in the face of a faltering pace towards climate goals. Early signs of problems include a lack of capital for innovative start-ups and the increasingly loud voices of climate change deniers.

  • On the record - doubling down on debt
    Interviews

    On the record: Doubling down on debt

    July/August 2023 (Magazine)

    Pension funds are focusing on both listed fixed income and private credit

  • Marasco Cathy
    Opinion Pieces

    Letter from US: Annuities move into the US market

    July/August 2023 (Magazine)

    Three of the largest players in the US pension industry are launching new products that offer annuities as a retirement savings distribution option. Millions of Americans will soon have access to pension-like investments in their 401(k) plans thanks to BlackRock, Fidelity Investments, and State Street Global Advisors. The other large player in the US market, Vanguard, will not take part in this new trend.

  • IPE Top 500 Asset Managers 2023
    Special Report

    IPE Top 500 Asset Managers 2023: Asset management at a pivotal point

    IPE Top 500 Asset Managers 2023

    Data highlights from IPE Top 500 Asset Managers 2023: 2022 global asset management AUM is €102.6trn | 5.5% reduction on the 2022 total of €108.6trn | Global institutional AUM: €35.1trn | European institutional assets: €11.5trn

  • BLACKROCK RETAINS TOP SPOT BUT GIVES UP MARKET SHARE
    Special Report

    Global essentials 2023

    IPE Top 500 Asset Managers 2023

    IPE’s 2023 asset management study at a glance

  • UK AND FRANCE ARE THE TOP BUSINESS DESTINATIONS FOR ASSET MANAGEMENT
    Special Report

    European essentials 2023

    IPE Top 500 Asset Managers 2023

    Essential European highlights from IPE’s 2023 asset management guide at a glance

  • BLACKROCK SEES NEARLY €300BN OF INFLOWS
    Special Report

    Insights 2023

    IPE Top 500 Asset Managers 2023

    IPE’s 2023 asset management study at a glance

  • Special Report

    IPE Top 500 Asset Managers 2023 rankings

    IPE Top 500 Asset Managers 2023

    Asset managers in our listing are ranked by global assets under management and by the country of the main headquarters. Assets managed by these groups total €102.6trn (2022= €108.6trn)

  • Special Report

    Top 120 European Institutional Managers 2023 rankings

    IPE Top 500 Asset Managers 2023

    Total non-group assets managed for all types of European institutional clients – pension funds, insurance companies, corporates, charities and foundations – for the leading 120 managers in this business segment. Total assets are €11.5trn (2022: €14.4trn)

  • George Walker CEO Neuberger Berman
    Special Report

    Global asset management executive panel

    IPE Top 500 Asset Managers 2023

    15 leading asset management executives outline the challenges they see for the asset management industry and how they should be addressed