All IPE articles in November 2021 (Magazine) – Page 2

  • Top-performing Australian superannuation funds
    Opinion Pieces

    Letter from Australia: Super funds: shame in a name

    November 2021 (Magazine)

    Named and shamed! Thirteen Australian superannuation funds have been forced to inform their million-plus members that they have failed an inaugural superannuation performance test mandated by the financial regulator, the Australian Prudential Regulation Authority (APRA).

  • private equity
    Asset Class Reports

    Asset class report – Private equity

    November 2021 (Magazine)

    Co-investment in private equity is easier said than done: we look at what it takes to be a successful co-investor. We also look at Africa where there are an array of opportunities for investors

  • Joseph Mariathasan
    Features

    Saudi Arabia at the crossroads

    November 2021 (Magazine)

    As the liberal democracies of the world resign themselves to dealing with the aftermath of the US pull-out from Afghanistan, they face the fact that, as former UK prime minister Tony Blair stated recently, “despite the decline in terrorist attacks, Islamism, both the ideology and the violence, is a first-order security threat”. 

  • Liam Kennnedy
    Opinion Pieces

    Engagement, divestment and emerging alternatives

    November 2021 (Magazine)

    Investment analysts make contrasting buy and sell recommendations for individual securities based on identical financial information – down to the last decimal point. The differential is judgement.

  • Asset allocation of Spain’s corporate pension funds
    Country Report

    Asset allocation: Homework pays off

    November 2021 (Magazine)

    Spanish pension funds are reaping the benefits of portfolio diversification and sustainability investing 

  • Alex Edmans
    Opinion Pieces

    Guest viewpoint: Alex Edmans

    November 2021 (Magazine)

    Tariq Fancy, former chief investment officer for sustainable investing at BlackRock, claimed in a March 2021 USA Today op-ed that “Wall Street is greenwashing the financial world, making sustainable investing merely PR, which is a distraction from the problem of climate change”.

  • Good-bad momentum versus standard momentum-linked returns
    Features

    Ahead of the curve: The good, the bad and the ugly of momentum investing

    November 2021 (Magazine)

    Last year proved a remarkable one for momentum strategies. The tech giants that had done so well in recent years continued to outperform at the beginning of 2020, and the same high momentum names were further buoyed by investors’ preference for the digital over the physical economy with the onset of COVID-19.

  • Kato Mukuru photo (2)[1]
    Asset Class Reports

    Creating impact in Africa

    November 2021 (Magazine)

     Companies in Africa traditionally look to private equity to raise capital, providing vast opportunities to PE investors

  • A view of Zurich, Switzerland
    Country Report

    Country Report – Pensions in Switzerland (November 2021)

    November 2021 (Magazine)

    Swiss pension funds are aligning their portfolios with sustainability goals. We speak to some of the leaders. Our report also assesses the ongoing pension reform discussions, looks at investment trends and features the latest research on risk, investment and funding levels

  • Almudena Cathedral, Madrid, Spain
    Country Report

    Country Report – Pensions in Spain (November 2021)

    November 2021 (Magazine)

    Spain is moving ahead with pension reforms but there is little indication about the future shape of the second pillar. Our report also assesses Spanish pension investment strategies

  • Global Correlations - Nov 2021
    Features

    Qontigo Riskwatch - November 2021

    November 2021 (Magazine)

    * Data as of 30 September 2021.

  • Net Trade Flow Developed Markets - Nov 2021
    Features

    Virtu Global Tradewatch - November 2021

    November 2021 (Magazine)

    September 2021 data as of 14 October 2021

  • Net sentiment bonds - Nov 2021
    Features

    IPE Quest Expectations Indicator: November 2021

    November 2021 (Magazine)

    In Brazil, India and Japan, figures for new COVID-19 infections are low and descending. In the EU, they are low and rising, in particular in the former eastern bloc countries and areas. The US curve is going down fast from a high level. The statistics for Russia and in particular the UK are worrisome to bad. These two countries have relied on vector-based vaccines that are, on average, less effective.