All IPE articles in November 2020 (Magazine) – Page 2
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FeaturesFixed Income, Rates, Currencies: Economy reaches tipping point
The global reflation trade, and with it the outlook for further dollar weakness, seems paused as speculation on the outcome of the imminent US presidential election diverts attention and has many retreating to neutral positions.
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Opinion PiecesCOVID is not everything
For understandable reasons it has become commonplace to talk about the immense damage done by COVID-19. This probably makes sense as a kind of shorthand. However, careful reflection on the painful experience of recent months should show it is a one-sided way of understanding the pandemic’s devastating impact.
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Country ReportSpain: COVID triggers reviews
Nothing could have prepared Spain for the turmoil of 2020
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Opinion PiecesLeading viewpoint: How great companies deliver purpose and profit
Shareholder value creation is good for companies, investors and the wider world
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Opinion PiecesLeading viewpoint: Closing ESG reporting gaps
Asset managers seeking a coherent ESG strategy first need a coherent narrative
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Special ReportA new standard for carbon investing
The Partnership for Carbon Accounting Financials aims to improve disclosure of the greenhouse gas emissions of financial investments
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FeaturesPrivate Markets - Venture Capital: The case for VC and growth
European pension funds could significantly improve member retirement outcomes by allocating to venture capital and growth equity
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Opinion PiecesCan superfunds be the silver bullet for DB woes?
Consolidation as a means of achieving better outcomes for pension schemes is a growing trend. This was highlighted in the UK’s Department for Work and Pensions’ (DWP) 2018 White Paper on protecting defined benefit (DB) pension schemes.
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Country Report
Switzerland: Building up for infrastructure
Will Swiss pension funds increase allocations to infrastructure?
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FeaturesBriefing - ILS: resilience despite the thrills
Institutional investors have piled into insurance-linked securities (ILS) with the goal of adding reliable returns and a touch of diversification to their investment strategies.
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FeaturesBriefing: Tail-risk hedging lessons from the corona crisis
The coronavirus crisis illustrates that equity collar strategies may still have a place for pension funds
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Opinion PiecesLetter from Australia: Funding the future world
A handful of Australian superannuation funds are committing their members’ savings to the future world in terms of energy, water, technology and ideas. There will be successes and failures as ideas are developed and marketed.
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Special ReportApproaches to engagement
Investors’ approaches to engagement depend on their equity investment strategy
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Special ReportNot another framework….
Inconsistencies in ESG reporting between corporates and across sectors are widely known. This patchwork quilt of reporting mirrors the array of frameworks and standards for corporate sustainability reporting.
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FeaturesAhead of the curve: Gold all set to shine during uncertain times
Which asset has no cash flow or yield, has a volatility similar to equities even though its long-term performance lags behind equities, and which has also had long periods of negative returns? Gold.
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FeaturesPrivate Markets - Agriculture: A growing asset class
Consumer demand, technology and government policies to encourage regenerative farming are creating opportunities for investors
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FeaturesSmart phones: the key to African opportunity
Demographics are often the least appreciated of the long-term trends that investors consider, despite being perhaps the most important.
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InterviewsStrategically Speaking: State Street Global Advisors
In the quaint English game of cricket, there exists a concept that provides a good metaphor for the predicament facing the world in 2020.
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FeaturesAccounting Matters: Who sets the standards?
You are what you know, the saying goes. And it goes without saying that the 211 comment letters the International Accounting Standards Board (IASB) received on its Primary Financial Statements (PFS) project will represent some diverse viewpoints.
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