Latest from IPE Magazine – Page 59
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Opinion PiecesAustralia: Super funds shift focus to private credit
An ambition of the architects of Australia’s universal superannuation system, when it was set up in 1992, was to create what would become a fifth pillar of the nation’s banking system.
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Special ReportESG: Debate - Double or single materiality?
Two leading academics discuss the investment benefits of single versus double materiality
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Special ReportESG: Will Scope 3 lead to a tech exodus in public markets?
Could the roll out of Scope 3 reporting bring ESG funds’ love affair with tech to an abrupt end?
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Special ReportESG: Central banks nudge lenders to produce climate data
Lenders face a variety of challenges when measuring the environmental impact of their balance-sheet exposure
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Special ReportESG: Interview - Julian Poulter of The Inevitable Policy Response on ‘disorderly transition’
It is hard to stay positive about the climate transition when listening to Julian Poulter. The head of investor relations at Inevitable Policy Response (IPR), the climate policy forecast run by the Principles for Responsible Investment, has been working on climate change since 2009, when he was CEO of the Asset Owners Disclosure Project. But while many green-finance veterans are giddy about the snowballing interest in net zero, Poulter is feeling less bullish.
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Special ReportESG: Leading viewpoint - COP27 is the key moment to address the net-zero trilemma
World leaders gather in Egypt at a decisive time
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Special ReportESG: Leading viewpoint - write off ESG at your peril
ESG’s current travails are a mid-life crisis out of which something better and fitter will emerge
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Special ReportESG: Leading viewpoint - why a carbon footprint does not measure what you think it does
The concept of ecological footprinting turns 30
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Special ReportESG: Leading viewpoint - rethinking sovereign bonds
Sovereign debt markets are not fit for purpose
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Country ReportCountry Report – Pensions in France (October) 2022
The French pension system is in good health with a first-pillar pay-as-you-go system in surplus. But long-term forecasts are cause for concern, showing that the French state will have to raise expenditure on pensions from the current 13% to nearly 15% of GDP to maintain the system.
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Special ReportSpecial Report – Asia investment
Investors steadily withdrew from emerging Asia equity markets this year, taking nearly $30bn out of the markets in the seven months to the end of July, with six consecutive months of outflows. Tech-oriented Taiwan and South Korea were most affected and India was not unscathed.
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Asset Class ReportsEmerging market debt report
This year has seen hefty losses on the main emerging market debt indices, in both hard and local currency denominated bonds. Investors are left assessing whether these price moves are justified. Or has the market overreacted to US rate rises and the war in Ukraine, leaving markets as a whole underpriced?
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Special ReportETFs Guide 2022: Better tax treatment could prompt European ETF takeoff
First the good news: Globally, investment in ETFs continues to surge, with the first half of 2022 seeing the second highest inflows on record. The flexibility and ease of access they offer helped them play an instrumental role achieving the highest volume fixed income trading day being recorded in June, as $58bn of assets were moved from EM debt and high yield into government bonds (see p7). This helped cement ETFs’ position as an essential tool of the fixed income ecosystem.
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Country ReportFrance: First-pillar pension reform faces impasse
The French state faces growing expenditure on pension but attempts to reform the system have stalled
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Special ReportAsia investment: Focus shift brings turmoil to emerging Asia equities
Enthusiasm about Asian equities has cooled on the back of global recession risk, geopolitics and inflation
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Special ReportETFs offer a firmer footing in shifting sands
The ETF market has experienced a sea change over the past few months. While net inflows of $463.8bn (€463.8bn) into ETFs and ETPs listed globally during the first half of 2022 are the second highest on record, the total value of assets in these products fell from $10.3trn at end-2021 to $8.9trn at the end of June 2022, according to research firm and consultancy ETFGI. There was a 6.4% fall in value during May alone.
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Asset Class ReportsEmerging market debt: managers face choppy waters
Some see opportunities as investors have exited the asset class but emerging economies continue to face divergent trajectories
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Country ReportFrance: Third-pillar pensions and sustainability take centre stage
Clémence Droin, senior engagement manager at Indefi, talks to IPE about the two main areas of focus for the French institutional investment community lack of a regulatory push from pension reforms
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Special ReportAsia investment: GIC enhances sustainability focus
A sustainability office now complements a sustainable investment fund that was launched in 2020
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Asset Class ReportsEmerging market debt: China government bonds
The outlook for Chinese government debt is looking less attractive
