Latest from IPE Magazine – Page 81
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Special ReportClaire Elsdon: Calling for data and policy alignment
TCFD–aligned corporate reporting should not be a choice
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Special ReportMatthew Leatherman: Thinking harder about carbon emissions
Mandate terms can help get investors to achieve their net-zero targets
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Special ReportRoger Urwin: Doing all you can with what you’ve got
The examples of forerunners can trickle down to others
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Special ReportMatt Orsagh: Don’t make climate promises you can’t keep
The devil is in the detail with climate promises
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Special ReportKatherine Garrett-Cox: Commitment, collaboration and consequences
Real progress needs to be evident before 2030
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Special ReportAndrew Milligan: Resist the call to divest
Divestment is sometimes necessary but far from sufficient
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Special ReportGiles Gunesekera: A gender view on climate
Women and girls are likely to suffer more from climate change
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Special ReportRaj Thamotheram: From urgency to agency
A recipe for change that can be enacted by positive mavericks
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Asset Class ReportsEmerging market debt report
Our opening article in this report looks at emerging market private credit. In EMs there is a $100bn corporate funding gap with 90% of lending through banks. But we find EMD managers broadly cautious overall, particularly on China, with interviews conducted before the Evergrande story broke. Lastly, we look at Latin America, where investors encounter populism and social unrest but sustainability bond issuance is booming.
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Country ReportCountry Report – Pensions in France (October 2021)
President Macron’s pension reforms were pretty much shredded by the pandemic. Asset managers and policymakers had been hoping that a successful reform programme would channel savings into supplementary pension vehicles like the FRPS. Instead, progress has been very slow indeed. We also profile the public sector scheme Ircantec and highlight Indefi’s latest research on the French institutional market.
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Special ReportInvesting in China
Investors the world over are thinking about China, from Soros to Mr and Ms Main Street. Our contribution to this theme (written before the Evergrande story broke) looks at both private and public equity, where managers are looking to align portfolios with China’s long-term investment needs. From a manager selection perspective, boots plus portfolio managers on the ground were an essential ingredient for successful portfolio positioning ahead of the July regulatory crackdown.
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Country ReportFRPS: Awaiting lift off
France’s new form of supplementary pension fund is only gaining traction slowly
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Special ReportPrivate equity: Focus shift brings turmoil to market
China’s focus on ‘common prosperity’ is boosting the importance of ESG factors and generating new opportunities as well as risks
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Asset Class ReportsThe next frontier for private credit
Global managers are making a strong case for investment in private credit issued by emerging market companies
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Country ReportIrcantec: High ESG ambitions
Ircantec’s latest four-year plan has a strong emphasis on social responsibility
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Special ReportCommon prosperity reshaping equity markets
China’s focus is shifting to emerging industries in its drive to become a powerhouse of innovation
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Asset Class ReportsAsset Allocation: Mixed prospects emerging
COVID and political risks may have affected EMs in different ways but there are still many opportunities in such a diverse asset class
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Country ReportResearch: The French experience
Outsourcing to third-party managers and the push towards defined contribution pensions were key themes in a year made difficult by the COVID-19 pandemic
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Special ReportQ&A: A manager selector’s perspective
IPE asked RisCura’s head of research, Faisal Rafi, for a perspective on the wider implications of recent events in China
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Asset Class ReportsEmerging Market Debt: Populism battles ESG in Latin America
Many policies championed by populist leaders in Latin America are in direct conflict with the ESG goals of global investors
