All IPE articles in March 2024 (Magazine)
View all stories from this issue.
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Country ReportGermany Country Report 2024: Unions take a more active role in pensions
Unions have a new role in determining the shape of occupational pensions but are mindful of their duty to protect workers
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FeaturesIPE Quest Expectations Indicator - March 2024
Climate change is coming to a trend break as the low-hanging fruit has been picked.
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AnalysisCorporate governance battlegrounds at this year’s AGM season
Shareholders will use board elections to express their opinions on environmental issues
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Special ReportAGM season preview: nature at the ballot box
Despite the backlash against ESG, biodiversity risks will be on the agenda during the next round of shareholder meetings
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FeaturesAI’s future in investment management is evolutionary
The explosion of ChatGPT-style large language models (LLMs) has ignited a heated debate over the future of artificial intelligence (AI) in investment management and its role in institutional investor portfolios. However, amid the noise, a groundbreaking application of AI has quietly arisen, which has the potential to revolutionise the industry.
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AnalysisESG mandates demand more from asset managers
Greater granularity in ESG investing is set to raise the bar for asset managers
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Opinion PiecesGreen champion to lead Australia’s Future Fund
Australia’s sovereign wealth fund, the Future Fund, which was designed to cover unfunded Federal government pension liabilities, is poised to “renew and refresh”, following the appointment of Greg Combet as its new chair from mid-2024.
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Country ReportGermany turns its back on sustainability
A recent rightwards pivot has softened Germany’s ambition on ESG both at home and in Brussels
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InterviewsBiodiversity, the next responsible investment frontier
European pension funds are ramping up their efforts to consider the impact of their portfolios on the loss of biodiversity related to climate change
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Special ReportBiodiversity: bridging policy and finance
Governments and pension funds can leverage new capital markets instruments to meet the twin challenges of biodiversity loss and climate change
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FeaturesA bumper year for convertible bond issuance
The convertible bond market ended 2023 on a strong note with its main index – the Refinitiv Global Focus – returning 6% in the fourth quarter. The optimism has continued into 2024 on the back of reasonable valuations, historically low equity volatility and better opportunites.
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Country Report
Germany’s pension buyout market shows signs of life
Companies are increasingly looking to offload their pension liabilities
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Special ReportNatural capital special report: Getting to grips with the TNFD
More than 100 financial institutions have formally committed to adopting the recommendations of the Taskforce on Nature-related Financial Disclosures. Here’s how some of them are getting on so far
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InterviewsMuzinich’s Tatjana Greil Castro on credit fundamentals
In one of the meeting rooms of the London office of Muzinich & Co are displayed a series of bond certificates from the past.
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Country ReportCommentary: Pension funding options for German employers
Pension schemes have a choice of ways in which they can exercise their funding obligations
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FeaturesContrasting global economic growth fortunes
Economic growth patterns across the world paint a picture of contrasts, ranging from surprisingly robust in the US to soft and struggling in China, with the stagnant euro area narrowly avoiding a technical recession after posting zero GDP growth in the fourth quarter of 2023, following a 0.1% decline the previous quarter.
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Country ReportGerman pension reforms remain controversial
The governing coalition is running out of time to overhaul the three-pillar retirement system
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Special ReportInvestors engage with corporates on nature issues
Shareholders are ramping up their stewardship efforts on key topics like deforestation and biodiversity
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Asset Class ReportsLegal systems key in emerging market private credit
In the legally complex world of emerging markets, private credit investors naturally favour those with cleaner legal systems
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FeaturesSecuritised credit keeps on shining
For a market with a difficult past, some could even say an image-problem, securitised credit has been performing remarkably well in recent years.
