All IPE articles in November 2019 (Magazine) – Page 2
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Opinion PiecesBond 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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FeaturesBriefing: 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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Special ReportThe buy-side: Greater focus on quality
There is growing demand for research that genuinely adds value
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Asset Class ReportsSpeciality 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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Asset Class ReportsEmerging market debt – ESG: Taking centre stage
ESG considerations are increasingly embodied in investment in emerging market debt
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FeaturesFixed 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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Opinion PiecesViewpoint: 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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Special ReportESG: 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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FeaturesMiFID II in the US: Complexity cost
The impact of MiFID II in the US is complicated and convoluted
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Special ReportInvestment 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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FeaturesTributes 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 ReportResearch: 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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Country ReportGulbenkian Foundation: Green credentials
The Calouste Gulbenkian Foundation is realigning its portfolio to meet green requirements
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InterviewsOn 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 ReportsCredit: 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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Special ReportIndia: 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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FeaturesPerspective: Fear the walking dead
Zombie firms – those dependent on the easy availability of cheap credit – threaten to suck the life out of otherwise viable companies
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Opinion PiecesSystemic risk debate intensifies
The financial system is facing its greatest challenge since the 2018 financial crisis
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Asset Class ReportsEmerging market debt – Global view: A mixed picture
Although emerging markets are in aggregate enjoying structural improvements, there are stark differences between regions
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