All IPE articles in October (2020) Magazine
View all stories from this issue.
-
InterviewsOn the Record: Investing in the time of COVID-19
We asked three institutions how they are working to tackle the pandemic, from an investment and organisational perspective
-
FeaturesAhead of the curve: COVID-19 and short-termism: finding the right balance
Finding a way to meet short-term needs without compromising long-term strategy has never been easy for businesses. The radical uncertainty introduced by COVID-19 has made the task much harder.
-
-
FeaturesIPE Quest Expectations Indicator October 2020
Globally, net equity sentiment is close to record levels, while net bond sentiment is flat or down to near record levels. A scenario explained by a virtual consensus that central banks can continue to pump liquidity into the system and this will eventually kickstart economies. Meanwhile, economists are predicting a long and deep slump.
-
FeaturesAccounting Matters - UK DB pension schemes: One step forward, two steps back
As sometimes happens with Easter, one of the surveys of the UK pensions accounting landscape from consultants Lane Clark & Peacock (LCP) was later than usual. And, like an Easter egg, this keenly awaited overview of the net funding position of FTSE 100 defined benefit (DB) pension schemes comes in two halves.
-
FeaturesLong term matters: Addressing autocratic risk
In an email interview, economist and MacArthur ‘Genius’ Fellow, Emmanuel Saez, confirmed what many investment insiders know: “Markets are notoriously bad at anticipating catastrophes.”
-
AnalysisUK DB: Pushback over UK proposals for ‘one size fits all’ funding code
Not long before the UK went into its COVID-19 lockdown this March, The Pensions Regulator (TPR) launched the first of a two-stage consultation on a revised defined benefit (DB) funding code.
-
Opinion PiecesLetter from US: All eyes on CalPERS as CIO quits
The $405bn (€342bn) California Public Employee’ Retirement System (CalPERS) is the bellwether of US public pension funds.
-
InterviewsStrategically Speaking: Ambienta
In the early 1990s, when Nino Tronchetti Provera started his career at McKinsey, the management consultancy, sustainability in business seemed little more than a nice idea. But having graduated from Luiss University in Rome with a thesis on the subject, Tronchetti Provera believed in the disruptive potential of making businesses environmentally sustainable.
-
Opinion PiecesLetter from Australia: ESG stirs some ancient ghosts
In May this year, Rio Tinto blew up one of Western Australia’s most significant Aboriginal heritage sites.
-
Country ReportFrance: Institutional market barometer
A snapshot of France’s institutional investment landscape as seen through the lens of Indefi’s latest survey
-
FeaturesBriefing: Growth beyond COVID
The outlook for institutional investors may be gloomy, with the global economy in recession and interest rates stuck at extremely low levels.
-
FeaturesBriefing: Which way will inflation blow?
Investors pondering the future course of inflation are scratching their heads – faced as they are with a powerful array of deflationary factors, opposed by a potent lineup of inflationary factors.
-
FeaturesBriefing: Germany finally issues green bonds
There was little doubt that the German finance ministry would eventually tap the green bond market. Germany is committed to reaching net zero greenhouse emissions by 2050.
-
Asset Class ReportsEmerging Market Debt: Covid delivers a booster shot
The pandemic has reinforced the view that ESG-compliant businesses are better able to cope with market shocks
-
FeaturesBriefing: A time to be calm and focused
The corona pandemic has become an emotional rollercoaster for investors. First, came the market collapse, followed by panic sales. Then, hot on the heels of the turmoil, normalisation and new stock-market highs.
-
FeaturesSharing Economy: Think impact, build a legacy
As the world adjusts to COVID-19, amid the uncertainties and dangers that lie ahead, there should still be time to dream of a better world.
-
Special ReportValue and Costs: PE gears up for more transparency calls
Private equity is expecting further demand from investors for increased reporting and is checking the maths
-
FeaturesPensions first in move toward UK mandatory climate risk reporting
Mandatory reporting in line with the recommendations of the Task Force on Climate-related Financial Disclosures (TCFD) has long been a topic of discussion in the UK. It is almost hard to believe that a definitive move to make it policy is only a few months fresh.
