Latest from IPE Magazine – Page 44
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FeaturesIPE Quest Expectations Indicator: August 2023
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.
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Special ReportIPE Top 500 Asset Managers 2023: Asset management at a pivotal point
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
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Special ReportEuropean essentials 2023
Essential European highlights from IPE’s 2023 asset management guide at a glance
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Special Report
IPE Top 500 Asset Managers 2023 rankings
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)
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Special Report
Top 120 European Institutional Managers 2023 rankings
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)
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Special ReportGlobal asset management executive panel
15 leading asset management executives outline the challenges they see for the asset management industry and how they should be addressed
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Special ReportSpecial Report – Outlook: Europe and the world
Inflation may be losing momentum, thanks to vigorous central bank action, but with a recession on the horizon, it is hard to tell whether the next few months and years will see markets turn around and risk assets begin to perform again. For the time being, CIOs argue for selectivity in stock selection and generally agree that bonds have resumed their diversification role. The main article in our Outlook report features the views of influential CIOs and strategists on asset allocation for the next few years.
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Asset Class ReportsPortfolio strategy – Equities
Our report shines a light on investors’ thought processes when it comes to choosing active, passive or a combination of the two. We surveyed CIOs and senior portfolio managers to get an insight into how they construct their equity portfolios. Our report also features an investigation into the fall in listings on the UK equity market, at a time when listing domicile is increasingly consequential aspect of portfolio construction.
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Country ReportCountry report – Pensions in Nordic Region (June 2023)
Reputational issues are front of mind for the board of Alecta, Sweden’s largest pension fund, as it continues to digest the fallout from its ill-starred investments in Silicon Valley Bank and two other US financial institutions that collapsed in March this year.
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Special ReportOutlook – Europe and the world: CIOs focus on bonds and quality stocks
With the prospect of weaker growth, volatility and higher inflation and rates, strategists argue for more selectivity in investments
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Asset Class ReportsEquities – Testing times for high-conviction equity strategies
Today’s environment may favour stock picking, but investors continue to face pressures to justify the added risks
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Country ReportNordic region: Alecta faces an uphill battle
The regulator is investigating the pension fund, and it is clear the scheme will have to make some effort to restore its reputation after huge losses on US bank investments
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Special ReportOutlook – Europe and the world: US overtakes Europe in clean-energy production
Incentives package for US-based clean energy investments is seen by some as a threat to Europe’s industrial competitiveness
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Asset Class ReportsEquities – Does location matter in the corporate listings debate?
The number of listed companies have fallen dramatically, but London remains a preferred global financial centre
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Country ReportNordic region: Swedish pensions at a crossroads
The country’s Pension Agency has come up with three proposals: review, reform or remain the same
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Country ReportNordic region: NBIM looks to diversity to improve decision making
The manager of Norway’s sovereign wealth fund kickstarted its diversity and inclusion programme in 2020, and has since focused on embracing new measures to become more diverse
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Special ReportOutlook – Europe and the world: UK launches its own approach to green investment
The focus is on financial regulation rather than economic policy to drive decarbonisation
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Country ReportNordic region: Knut Kjaer on the future Norway's sovereign wealth
NBIM’s founding CEO Knut Kjær talks about Norway’s sovereign wealth fund adapting to changing geopolitical and economic realities
