Comment
IPE’s columnists and guest writers dig into the hot topics for the pensions and investment industries with thoughtful commentary and reaction from around the world
European asset owners can pave way in fight against system-wide corruption
Raj Thamotheram says responsible investment has failed to tackle system-wide corruption that is now being enabled by the US administration
Dear CIOs – ESG is in our job description
Dan Mikulskis, CIO of People’s Partnership, sets out how a shift from persuasion to enablement is needed for CIOs to effectively lead the next phase of ESG
SFDR and how green funds ignored Russian red flags
Sergei Cristo shines a light on how SFDR Articles 8 and 9 funds backed Putin’s Russia before the invasion of Ukraine and subsequent sanctions
A system that works: Turning Europe’s savings into investment
EU securitisation and MISP reforms will decide whether Europe can channel savings into productive investment
Efforts to raise trustee standards must preserve what works
Morten Nilsson of Brightwell Pensions on avoiding the onerous requirements that could further shrink the pool of lay trustees
Private credit’s façade of liquidity is beginning to fracture
The retailisation of private credit has broad implications for the functioning of this growing market
Greece’s recovery: a work in progress
Things have change materially since the dark days of 2015, when Greece was on the verge of leaving the EU – but there is still a lot of catching up to do
Europe’s strategic recalibration: the case for diversification
The US shift towards mercantilism warrants a serious reconsideration of asset allocation decisions by European institutional investors
Forget the US: China now drives political risk in global markets
Investors beware: while the US wanes, China’s ambitions increasingly define global political and economic risk
Guy Gresham: “Political risk once arrived as a shock. Increasingly, it arrives embedded in the rules themselves”
Policy decisions in the US and Europe are no longer simply arriving as market events. Instead, they are increasingly reshaping the rules that govern ownership, transactions, benchmark classification and capital allocation.
“There is more to European private credit than meets the eye”
Despite the frequent grievances about the poor development of European capital markets, a plethora of non-bank lenders, backed by Europe’s institutional investors, are working hard to provide European businesses with the capital they need to grow and innovate.
Larger pension funds will do better in a volatile world
The current hostilities in the Middle East may have subsided by the time you read this. It is also highly likely that they will not.
Bookmarks
Add articles to your page by bookmarking a page. Simply click the icon on articles or the search results.
Copyright © 1997–2026 IPE International Publishers Limited, Registered in England, Reg No. 3233596, VAT No. 685 1784 92. Registered Office: 1 Kentish Buildings, 125 Borough High Street, London SE1 1NP
Site powered by Webvision Cloud