All IPE articles in May 2018 (magazine)
View all stories from this issue.
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Country Report
Af2i: Open for business
Jean-François Boulier, president of Af2i outlines his association’s activities and ambitions
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FeaturesIPE Expectations Indicator: May 2018
It would be an understatement to say the shine has left the US equity market, given this month’s manager expectation submissions. The month’s responses indicate movements across all asset categories, with a positive nod toward Europe, while those who predict change (for instance in the US and the UK) are seeing an erosion of confidence towards equity valuations.
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Features
Accounting Matters: EU moves to review standards
The news that the European Commission wants to carry out a “comprehensive check of the fitness of the EU framework on public reporting by companies” appears to have caught the IFRS Foundation on the hop
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FeaturesResist the backlash against tech
Sometimes patterns are not clear until they are examined closely. In the hubbub of daily life it is easy to miss unfolding trends
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Special Report
Backlash: The turn against technology
Concerns about the dangers of new technology suggest more regulation ahead
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Features
Ahead of the Curve: Robots opening doors
The robotics and automation theme has been gaining a lot of attention recently for good reasons. There is an industrial revolution emerging across all industries as they realise that the new tools and applications being developed will be highly disruptive to existing business models. These new technologies cover everything from autonomous cars and delivery drones to surgical tools.
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Opinion Pieces
Guest Viewpoint: Christopher Ailman & Mark Walker
Words matter, but sometimes they can get in the way. Impact investing, mission-based investing, responsible investment, double and triple-bottom-line investing, ESG factors, and even sustainable investment. All of these terms can have both positive and negative connotations for investors.
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Features
Private Credit: One ring to rule them all
The regulatory reshaping of banks’ balance sheet requirements is transforming the private capital markets
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Opinion PiecesLetter from the US: All eyes on Oregon’s auto enrolment
The US pension fund sector is looking at how Oregon progresses with its OregonSaves programme
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Special Report
Commentary: How and why we allocate to impact
A pioneer in impact investing explains its approach
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Features
Asset Allocation: Uncertainties on the rise
While rates markets remain focused on inflation and growth data, risk appetites appear more affected by the international politics of trade, led by the US
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Interviews
Strategically speaking: Amundi
Dominique Carrel-Billiard joined Amundi in 2016 to head the integration of Pioneer. His unit is tasked with delivering €45bn in net new inflows over the next three years
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Country Report
Sweden: AP funds work together
Sweden’s four main buffers funds have increased co-ordination since the failed system change in 2017
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Features
Briefing: Avoiding nasty tax surprises
Taking a consolidated view of taxation not only removes compliance headaches for asset managers but can also give them an edge over other industry players
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Features
Financial Crises: Awaiting the Minsky moment
The bout of marked market volatility in February prompted a heated debate: were financial markets close to a Minsky moment?
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Country Report
KLP: Awash with cash, bereft of options
Kommunale Landespensjonskasse is asset rich with a mandate to invest in more real estate, but where can it find suitable opportunities?
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Special Report
Natural Capital: Back to the land
Natural capital solutions reduce harm to essential ecosystems but investors need to be convinced they can feel the benefits as well
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Features
Direct Lending: Becoming bankers
As balance sheet capital requirements mean banks step away from lending, institutional investors are replacing them
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Asset Class Reports
US Economy: Where big is beautiful
The new economy in the US is dominated by large tech firms that are still growing
