All IPE articles in November 2019 (Magazine) – Page 2
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Special Report
India: Still early days
The growing adoption and importance of ESG criteria among Indian firms could have implications for companies such as rice producers
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Interviews
On the record: Private credit
As the valuations of traditional credit assets look stretched, we asked two Danish institutions how they invest in alternative credit markets
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Asset Class Reports
Credit: In the eye of the storm
What are the prospects for the credit markets as central bank turn dovish and economic activity slows down?
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Country Report
Gulbenkian Foundation: Green credentials
The Calouste Gulbenkian Foundation is realigning its portfolio to meet green requirements
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Special Report
Research: Europe has turned a corner
Asset managers must cater to the trend to deeper ESG investing to remain competitive Key points ESG investing in Europe has developed over more than three decades There are four broad categories of ESG investment – exclusion, integration, stewardship and impact Integration is the most widespread approach ...
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Features
Tributes pour in for ‘founding father’ of investment consulting
Tim Gardener, the man credited with making visionary contributions to the UK investment consulting industry, died in October.
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Special Report
Investment Process: A recipe for confusion
The shift to ESG has inadvertently led to divergence of opinion over the best metrics to use
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Features
MiFID II in the US: Complexity cost
The impact of MiFID II in the US is complicated and convoluted
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Special Report
ESG: The long quest for comparable data
A growing band of institutional investors and other financial actors is seeking better and more comparable inputs to financials statements in areas like carbon emissions
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Opinion Pieces
Viewpoint: Investors commit to a net-zero future
The global climate emergency means investors must set tough decarbonisation targets. A new UN-convened investor alliance is doing just that
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Features
Fixed income, rates, currencies: Clouded by uncertainty
It was predictable that risk markets should have reacted positively to the news of an agreement in principle in the US-China trade negotiations. Although assuredly better than a seemingly relentless stream of bad will between the protagonists, the provisional agreement is in no way a solution to the conflict. Another round of trade talks could be necessary just to reach a tentative accord. Investors would be wise to temper enthusiasm to extrapolate the ‘good news’ too far.
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Asset Class Reports
Emerging market debt – ESG: Taking centre stage
ESG considerations are increasingly embodied in investment in emerging market debt
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Asset Class Reports
Speciality Credit: Where the cash flows
Niche credit strategies such as shipping and aviation are gaining attention in the persistent low-yield environment
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Special Report
The buy-side: Greater focus on quality
There is growing demand for research that genuinely adds value
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Features
Briefing: There is still room for growth
Equity investors putting faith in growth stocks – stocks that are priced expensively relative to fundamentals because they are expected to grow fast – received a shock in early September when they sold off sharply.
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Opinion Pieces
Bond bubble threatens emerging markets
Although the prospect of a trade war is the tail risk that has most worried fund managers since mid-2018, other potential perils look more threatening
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Opinion Pieces
Bold thinking needed
Muted and constrained economic growth, continued low yields and quantitative easing, combined with a poor investment return outlook, loom over Europe’s pension sector.
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Special Report
Credit Ratings: Good credit, bad behaviour?
Rating agencies and asset managers are starting to integrate ESG in bond portfolios
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Special Report
Brydon Review: Call for deeper, wider audits
UK review reveals stakeholders would like more information on company prospects and risks
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Special Report
SDI Asset Owner Platform: ESG investing gets a platform lift
Two Dutch pension providers have launched a global platform to help asset owners invest in line with the UN’s Sustainable Development Goals
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