Latest from IPE Magazine – Page 39
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Opinion PiecesUS pension funds hone in on private credit
Private credit has been one of the fastest growing asset classes in the institutional world over the past several years, according to Catherine Beard, senior vice-president in consultancy Callan’s alternatives group.
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AnalysisUK pension industry reacts to government’s ambitious Mansion House Reform agenda
September saw the close of key pension reform consultations. Pamela Kokoszka and Liam Kennedy assess the proposals and some of the responses
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Opinion PiecesLondon’s Lord Mayor Nicholas Lyons outlines his plan to raise £50bn from pension funds for UK growth assets
The road to hell is paved with good intentions. This aphorism can perhaps well describe the current state of the UK’s investment ecosystem. Despite Europe’s largest pension market at £2.5trn (€2.9trn), the UK economy has been starved of risk capital through a series of legislative and regulatory decisions.
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FeaturesResearch: Pension funds stabilise EU financial markets in good times and bad
A recent study investigated the potential stabilising role of pension funds in financial markets in the European Union from 2001 to 2017
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FeaturesDutch suggestions for fine-tuning pension funds’ climate stress tests
Five Dutch IORPs supplemented EIOPA’s 2022 stress test, the first to include climate scenarios, with their own more granular approach
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FeaturesCredit investors ready for a possible US recession
Although 2023 has been ‘interesting’ so far, it has also provided relief after the challenges and financial asset mayhem of 2022, and a wide range of asset classes have posted positive returns to date.
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FeaturesFixed income, rates & currency: Lean times to follow good summer?
The macro-economic news in the third quarter has been good, with better growth than expected and better inflation data than feared. In the final few months of the year, however, markets may have to deal with the potential for some softer economic news and possibly more negative inflation data, and not just from seasonal factors.
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FeaturesQontigo Riskwatch - October 2023
*Data as of 31 August 2023. Forecast risk estimate for each index measured by the respective US, World and Emerging Markets Qontigo model variants
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FeaturesIPE Quest Expectations Indicator - October 2023
The Russian war in the Ukraine is still stalling, with the prelude of the US elections coming closer. Trump’s self-destructive utterings keep his followers unmoved but do nothing to convince independents.
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Opinion PiecesAustralian super funds expand their global footprint
With billions of dollars flowing into its treasury each year, Australia’s largest industry super fund, AustralianSuper, is finding that it is rapidly outgrowing its own backyard.
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Special ReportBonds are back and aligned with a greener future
Bonds are back in vogue and, of the current fixed income opportunities available, we believe euro-denominated investment-grade credit offers one of the most compelling risk/reward profiles.
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Special ReportSustainable fixed income products gain ground
Institutional investor exposure to sustainable investment products has declined in recent months as macroeconomic developments have driven a shift back into fixed income products.
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Special ReportDecarbonisation outcomes: preparing portfolios for a low-carbon world
The climate challenge is clear, and more investors are looking to include climate investing solutions in their portfolios. Next to funding climate solutions and enabling negative emissions, the decarbonisation of portfolios is one of the most important objectives for climate investing.
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Special ReportActive ETFs power ahead
While active managers are out of favour, their strategies embedded in an exchange traded fund package are gaining traction. In fact, they are outpacing passive ETFs as investors look for liquidity and robust risk-adjusted returns with a relatively low price tag.
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Special ReportThe hidden power of an ESG approach to sector investing
Adding an ESG filter to a sector ETF could help investors mitigate risk and may increase returns – while improving ESG and carbon intensity scores.
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Special ReportGlobal ETFs Industry in August 2023
At the end of August 2023, the Global ETF industry had 9,374 ETFs, with 19,378 listings, assets of US$10,359 Bn, from 671 providers on 79 exchanges in 63 countries. At the end of August 2023, the Global ETF/ETP industry had 10,967 ETFs/ETPs, with 22,593 listings, assets of US$10,595 Bn, from 707 providers on 81 exchanges in 63 countries.
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Special ReportAsia Investment - Special Report
In this month’s special report on Asia, IPE’s private markets editor Lauren Mills analyses why global institutional investors are setting their sights on Asia. The combination of strong fundamentals and a lack of correlation with the European and North American economies make the region’s private assets particularly attractive. Investors are particularly hungry for infrastructure assets as well as the region’s fast-growing digital infrastructure.
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Country ReportPensions in France - IPE Country Report
Fierce opposition from trade unions and a large part of the political spectrum did not manage to stop Emmanuel Macron’s plan to reform the French pension system. The new framework kicks in this month, and the long-term sustainability of public pensions is secure. However, French workers will have to work longer into their lives, and their standard of living will decline.
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Special ReportTop 1000 Pension Funds 2023: Europe’s pensions absorb a €646bn loss
Last year saw a net reduction in the asset stock of European pension investment retirement pools of 6.77% over the previous year, according to IPE’s annual study of the leading 1,000 pension funds across the continent, marking a sea change for pensions.
