Digital Edition
Registered users are entitled to the first digital issue of IPE with the compliments of the IPE.com team.
Convertibles: A fundamental shift
Convertibles are gradually being recognised as an asset class in their own right
Mononationals: Case for foreign domestics
An unexpected consequence of globalisation is that it may be more beneficial to invest in firms that are predominantly national
Global Economy: Is growth optimism justified?
Daniel Ben-Ami finds that while there are signs that the global economy might be bouncing back, doubts are being raised by the weakness of the recovery
South Asia: Adjusting to new realities
The Indian subcontinent is adjusting to the realities of the new administration in Washington, writes Joseph Mariathasan
Portfolio Construction: Benefits in being ‘insurance-like’
Sorca Kelly-Scholte and Michael Buchenholz say that pension funds can build better portfolios by adopting strategies used by insurers
Europe: Managing geopolitical risk
European investors face an unprecedented array of political risks over the next few months. Daniel Ben-Ami reports
India: Tax net benefits from bold move
Joseph Mariathasan finds India’s recent demonetisation exercise has caused some economic pain but it has also greatly increased the number of taxpayers in the country
Active Fixed Income: Battle for the edge in bond markets
Active bond managers are having to work hard to convince investors that they can provide better value for money than passive strategies
Equity Strategy: Each to their own
What one investor sees as risk might not be the same for another, writes Joseph Mariathasan. It all depends on the objective of the individual investor
Macro Matters: Shades of Görtz’s folly
Bob Swarup warns that blaming central banks for all the ails of the world lets politicians off the hook
World Trade: Is protectionism on the rise?
Developments in the US and Europe presage a substantial change in the conduct of international trade
The European insurance challenge
European insurers may turn to a wider range of asset management strategies as they face up to difficult market conditions