Latest from IPE Magazine – Page 7
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Asset Class ReportsUS versus Europe: will private credit investors shift focus?
As market volatility persists, private credit investors are starting to rethink their allocations to the US in favour of Europe
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Country ReportCase study: Italian pension fund Enpam creates two-part investment portfolio
Doctors’ fund is repackaging assets into cash flow-matching and return-seeking parcels
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Country ReportCase study: Italian notaries pension fund CNN advances into private markets
Fund models strategy around macro-trends
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Asset Class ReportsViewpoints: Asset managers prepare for global credit slump
Leading asset managers speak out on the contingency plans needed to ensure resilience in the next credit downturn
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Asset Class ReportsFive trends to watch in private credit
From the rise of secondaries and capital solutions funds to the trend of concentration among scale players, private credit is experiencing an intense and rapid phase of development
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Country ReportItalian pension funds consolidation grinds to a halt
Mergers between pension funds have been too few to have an impact on the Italian pension industry
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Asset Class ReportsTrade finance: From ‘just in time’ to ‘just in case’
A new joint venture tradeco between Pemberton and Santander aims to give investors access to working capital strategies, and to add a new tech-driven dimension to the age-old business of inventory financing
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Country ReportCasse di previdenza put under the spotlight
First-pillar pension funds have faced parliamentary scrutiny over their investments, returns and relationships with advisers
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ResearchIPE institutional market survey: High yield bonds and loans managers 2025
IPE’s 2025 institutional high yield market survey charts an 8.5% drop in high yield managed assets within the European institutional client segment.
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ResearchIPE institutional market survey: Managers of Italian institutional assets 2025
Domestic players continue to dominate Italy’s insurance-heavy €787bn institutional asset management market, with Generali Asset Management, Intesa Sanpaolo’s Eurizon and Banco BPM’s Anima taking the top slots.
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ResearchIPE institutional market survey: Managers of France institutional assets 2025
This year’s substantial increase in French pension assets (+18%) reflects the broad shift from insurance-based savings under the Solvency II regime to IORPs.
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FeaturesHigh-yield bonds still attractive despite market volatility
High-yield bonds have proven their resiliency in the current market volatility. Spreads are at the tight end, but yields are also higher than they have been, offsetting these concerns.
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Opinion PiecesGermany’s pension buyout market evolves
The pension buyout market in Germany is gradually evolving. Transactions to transfer companies’ liabilities to pension corporations (Rentnergesellschaften), the vehicle used for buyout deals, have occurred regularly in the first half of this year.
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Opinion PiecesEurope must forge its own trade relations policy with China – without relying on the US
Iran has recently been in the headlines, but while its relations with the US have ramifications across the Middle East, the more profound longer-term issue may be America’s relationship with China, as Washington beats the drum of a new cold war with Beijing.
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Opinion PiecesShould UK pension funds re-embrace home investment bias?
UK pension funds could be part of a broader, coordinated investment drive to fuel the growth of the country’s internationally unloved small and mid-cap companies
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FeaturesFixed income, rates, currencies: Questions over US economic policy dominate global concerns
As ever, the US dominates the global economic landscape. While there is still considerable uncertainty around possible tariffs emanating from the US – despite deals struck by the UK, China and Vietnam – the levels are still expected to be markedly lower than those trumpeted on 2 April.
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FeaturesIPE Quest Expectations Indicator - July 2025
US President Donald Trump remains the main source of global political risk. In recent weeks, he has ramped up pressure on Russia over the ongoing war in Ukraine while the success of his interventions in Israel’s dual conflicts with Hamas and Iran is uncertain.
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FeaturesChart watch: Uncertainty following tariff announcements persists
Though much of the damage caused by the so-called 2 April ‘Liberation Day’ announcement of US tariffs has been repaired, uncertainties generally remain high.
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FeaturesUS Dollar slide set to continue amid ongoing geopolitical turbulence
The US dollar (USD) index tumbled 10% in the first six months of the year, marking the worst performance since 1973 when Richard Nixon was the US president and the greenback broke its connection with gold.
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InterviewsPinnacle Investment Management: ‘You need an absence of distractions’
Ian Macoun was all set to continue an illustrious career in traditional fund management when he decided to change tack.
