Latest from IPE Magazine – Page 84
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Features
Pensions insider: A DIY approach could harm large transactions
In the second in a series of articles aimed at empowering trustees, our expert contributor describes how to diplomatically sidestep problems when your good in-house team isn’t right for a complex task
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FeaturesBriefing - Growth private equity: From margin to multiple
Private equity may have a reputation for buying cheap, levering up and selling high. But with a record $30bn (€25bn) sitting in European growth vehicles, true business growth is expected to play a greater role in coming years.
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FeaturesBriefing - Energy: IEA sets net-zero target
The energy sector is the source of about three-quarters of greenhouse gas emissions at present and yet until only recently, the influential International Energy Agency (IEA), an inter-governmental group, had not produced a fully-fledged aligned pathway with the goal of limiting the rise in global temperatures to 1.5°C above pre-industrial levels.
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FeaturesBriefing: Central bank digital currencies take shape
Central bank digital currencies (CBDCs), also sometimes called govcoins, have suddenly become a subject of public discussion. Until recently the topic was mainly the preserve of a coterie of technical experts working for central banks and niche technology firms. But now there seems to be immense excitement about their potential to transform finance. There are even some who suggest the new technology could allow the renminbi to overtake the dollar as the world’s leading cross-border currency.
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FeaturesBriefing: Bonds on the blockchain
Bitcoin’s wild ride has been hard to ignore this past year. However, it has mainly attracted its stalwart audience of retail investors, family offices and hedge funds. Institutional investors mostly sat on the sidelines, although interest has been piqued. Digital assets, most notably bonds and not cryptocurrencies, are likely to garner the inflows owing to the comfort of regulation and established market infrastructure.
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FeaturesFixed Income, Rates, Currencies: Trickier than usual
Amongst the myriad of investment conundrums facing investors, one of the more pressing today is whether – or not – the US economy will overheat. Though the Federal Reserve has done a good job assuring the markets that while (US) inflation data may indeed print higher than “target”, Chair Jerome Powell will be “looking through” any rises. They have argued that these should be temporary and a dovish outlook will remain.
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FeaturesIPE Quest Expectations Indicator - July 2021
At the time of writing, over half of the US population was vaccinated against COVID-19 with the EU at 40%. UK figures give a positive picture but the threat of new strains remains. The G7 have announced plans to supply vaccines to developing countries.
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FeaturesIPE Quest Expectations Indicator - August 2021
The next wave of COVID-19 has come to pass earlier than expected, largely due to new variants. The UK is hard hit, being sensitive to variants Alpha, Beta and Delta. The EU is next in line, with the Netherlands, Spain and Denmark in the forefront and Delta playing a leading role, but other member states are right behind. There is no sign of the next wave in the US yet, but it is sensitive to the variants Gamma and possibly Alpha, which plays a role in Canada.
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FeaturesStrategically speaking: Lyxor & Amundi
Lyxor has made a mark over the 20-plus years of its existence, pioneering managed accounts for hedge funds, including the first dedicated institutional managed account platform, that it created for PGGM in 2010.
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Asset Class ReportsActivist investors: Muscular stewardship
New types of activist investor are attracting support from long-term asset owners, particularly on environmental and social topics
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Special ReportOutlook for Europe: Shining lights for venture capital
The European venture capital market was a no-go area for institutional investors in the decade following the dotcom bubble of the late 1990s but allocations to the asset class have increased over recent years. Today, Europe’s thriving startup sector is providing lucrative investment opportunities, as we analyse in this report.
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Country ReportRegional Report – Pensions in Nordics (June 2021)
Two years have passed since AP Pension became the first of Denmark’s main commercial pension providers to launch a pension product labelled as sustainable. Since then, other players have followed suit, launching new ‘sustainable’ pension products in response to demand from customers. In this report, we also look at other developments across the Nordic region, including the strong investment returns of Sweden’s AP6 and how Norway’s municipal pension market is opening up to competition.
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Features
Pensions insider: Handling mistrust after a huge loss
In the first in a series of articles aimed at empowering trustees, our expert contributor describes how a pension fund solved a real-life case involving poor judgement by a high-yield bond manager
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Special ReportVenture capital: Shining lights
Europe’s thriving startup sector is providing lucrative opportunities for venture capital investors
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Special ReportTop 500 Asset Managers 2021
IPE’s annual study of the global asset management industry compiles data from more than 500 companies globally, with insights into key business segments and overall AUM in excess of €90trn.
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Country ReportDenmark: Sustainability products gaining popularity
Pension providers report growing customer take-up of sustainability offerings
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Asset Class ReportsUS Equities: Challenges for US active managers
Active managers are grappling with several key themes as they deal with a concentrated market until recently buoyed by stimulus
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Special ReportGreen Bonds: European fixed income becomes greener
The European Commission is set to become the largest issuer of green bonds, a market that is enjoying spectacular growth
