Latest from IPE Magazine – Page 86
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Special ReportInterview: Pavan Sukhdev
Pavan Sukhdev, CEO of GIST Advisory, describes his firm as being at the “intersection” of technology and sustainability.
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Book ReviewBook review: Shooting for the moon
Mariana Mazzucato calls on us to reformulate capitalism itself, and to return to the ‘Big Government’ rejected by the baby-boomer generation
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Opinion PiecesEquities to the fore as an inflation hedge
At a time when institutions can deploy billions swiftly at the touch of a few buttons, there is increasing focus on deploying capital well. A notable buzzword of late has been ‘resilience’ as pension funds look to downside risks.
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Special ReportSpecial Report – Manager selection
In this special report, we analyse the shift in priorities when it comes to selecting real assets and private equity managers, with ESG representing a ‘make or break’ for some investors. We also talk to two leading investors – the UK’s University Superannuation Scheme (USS) and Sweden’s Tredje AP-fonden (AP3) – about their approach to manager selection and due diligence.
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Country ReportCountry report – Pensions in Germany (March 2021)
Social partner pensions are just one of the new defined contribution (DC) pension arrangements which have emerged in Germany in the past three year and more more could follow, as we analyse in this report. Will this bring a boost to the country’s neglected second pillar? We also look at pension risk management and find how investors are evolving to adapt to new realities in terms of assets and liabilities, and assess why German politicians are looking abroad for ways to boost exposure to equities in long-term savings.
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Asset Class ReportsAsset class report – Fixed income & credit
As the world still grapples with the implications of the COVID-19 pandemic, credit investors continue their search for attractive yields in an environment where liquidity, even for long-term investors, could become critical. In this report, we look at different aspects of the fixed income & credit universe, including multi-asset credit strategies, the changing US high yield market, and the opportunities for institutional investors in trade and supply-chain finance.
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FeaturesInflation strategy: Conditions look ripe for a new commodities supercycle
The media briefly got excited when the followers of Reddit – a social news website often used by political activists – ineffectually attempted to ramp up silver prices in February. But news about commodity prices other than oil and gold rarely make headlines. For most institutional investors, commodities are a Cinderella asset class. A fleeting moment in fashion before the 2008 global financial crisis (GFC) has been superseded by widespread indifference.
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Opinion PiecesHopes for coherence in sustainability disclosures regulations
It could have been done differently, but, nonetheless, a clear path is emerging as to how EU sustainable finance regulations will become more of a coherent whole. The problem that has been perceived and outlined time and time again by investor groups is that disclosures are being asked of their constituencies – asset managers, pension funds – for which the data is not really available, or only at a significant cost. Tough, some may say, get on with it.
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Country ReportSocial partner pensions: An overlooked model
Just one new DC-type arrangement has emerged in Germany in the past three years. More could follow, bringing a boost to Germany’s neglected second pillar
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Special ReportPrivate markets: A shift in priorities
The COVID-19 pandemic has modified the selection process for managers of real assets and private equity
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Asset Class ReportsMulti-asset credit: Switching tactics to deal with volatility
MAC strategies allow investors to shift investments tactically to capitalise on a wide range of niche markets
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FeaturesSelectivity is key in SPAC market
The vogue for special purpose acquisition companies (SPACs) has something in common with many other fashions, whether in investment or in the shops. Just when you think the trend cannot get even hotter, the temperature rises yet further.
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Country ReportPension Risk Management: Dealing with a challenging year
German pension investors are evolving to adapt to new realities in terms of assets and liabilities
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Special ReportUSS & DiligenceVault: Digital platform eases process of due diligence
USSIM reports positive experience using DiligenceVault’s platform to carry out due diligence of asset managers
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Opinion PiecesGreen ambitions to drive recovery
Last month, Italy announced its first foray into the hot market of green bonds by raising a record €8.5bn (see page 9).
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FeaturesLong term assets: Proposed vehicle aims to help DC funds access private asset classes
The UK’s chancellor of the exchequer, Rishi Sunak, has set an ambitious timetable for the launch of a new UK-authorised fund vehicle, the Long-Term Asset Fund (LTAF), by the end of 2021. The LTAF is envisaged to simultaneously help achieve several policy goals by directing pension savings into alternative investments.
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Asset Class ReportsUS high yield: A changing market
US high yield looks attractive against investment-grade credit although there are important changes for key sectors
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Country Report
Politics and investment: Germany looks to Sweden
Politicians are looking abroad for ways to boost equity investment in long-term savings
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Special ReportAP3’s partnership approach
Claudia Stanghellini, head of external management at Tredje AP-fonden (AP3), talks about the fund’s strategy when selecting managers
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Asset Class ReportsTrade Finance: Weathering the storm
Trade and supply-chain finance has faced several threats in recent years but the opportunity for institutional investors is alive and well
