All IPE articles in October 2021 (Magazine) – Page 2
-
Special ReportPrivate equity: Focus shift brings turmoil to market
China’s focus on ‘common prosperity’ is boosting the importance of ESG factors and generating new opportunities as well as risks
-
Features
Pensions Insider: A tricky business: compensation for mismanagement
In the fourth of a series of articles aimed at empowering trustees, our insider discusses what happened in a case of fraud
-
Opinion PiecesGuest Viewpoint: The climate is ripe for change
If there is to be a successful transition to a net- zero global economy, trillions of dollars need to be invested in renewable energy generation, electricity transmission and storage systems, and energy efficiency. The need is for fresh money. At scale.
-
Special ReportInvesting in China
Investors the world over are thinking about China, from Soros to Mr and Ms Main Street. Our contribution to this theme (written before the Evergrande story broke) looks at both private and public equity, where managers are looking to align portfolios with China’s long-term investment needs. From a manager selection perspective, boots plus portfolio managers on the ground were an essential ingredient for successful portfolio positioning ahead of the July regulatory crackdown.
-
Special ReportInterview: Diana Choyleva
Diana Choyleva, chief economist at Enodo Economics, says the battle for technological supremacy between the US and China will transform the global investment map
-
FeaturesPerspective: Time to weigh collective DC
The UK finally legislates for a collective alternative to pure DC. But will employers be interested?
-
Special ReportCommentary: A mile in Xi’s shoes
The shift from ‘trade war’ to ‘tech war’ between China and the US has forced China’s policy makers to deal with the country’s three key vulnerabilities
-
Special ReportCommon prosperity reshaping equity markets
China’s focus is shifting to emerging industries in its drive to become a powerhouse of innovation
-
Opinion PiecesConsultants’ education role in net-zero world
Investment consultants play a crucial role within the savings and investments arena. They provide strategic advice to asset owners (pension funds, sovereign funds, endowments, insurers, and others) relating to strategy, asset allocation, asset manager selection and – now more importantly than ever – investment beliefs.
-
Asset Class ReportsThe next frontier for private credit
Global managers are making a strong case for investment in private credit issued by emerging market companies
-
Asset Class ReportsEmerging market debt report
Our opening article in this report looks at emerging market private credit. In EMs there is a $100bn corporate funding gap with 90% of lending through banks. But we find EMD managers broadly cautious overall, particularly on China, with interviews conducted before the Evergrande story broke. Lastly, we look at Latin America, where investors encounter populism and social unrest but sustainability bond issuance is booming.
-
Country ReportResearch: The French experience
Outsourcing to third-party managers and the push towards defined contribution pensions were key themes in a year made difficult by the COVID-19 pandemic
-
Opinion PiecesPension funds should seek fee reductions in private markets
Pension fund investment in non-listed assets has grown considerably since the 2008 global financial crisis.
-
Opinion PiecesNotes on the Nordics: Moves may set up net-zero goal for GPFG
Two events have happened in quick succession that increase the chances of Norway instructing its huge sovereign wealth fund to push for net-zero greenhouse gas emissions in its investment portfolio.
-
InterviewsHow we run our money: PMT
Hartwig Liersch (pictured), chief investment officer at Pensioenfonds Metaal & Techniek (PMT), tells Tjibbe Hoekstra how the largest private market pension fund in the Netherlands is looking to strengthen its investment policy to address the climate crisis
-
Special ReportQ&A: A manager selector’s perspective
IPE asked RisCura’s head of research, Faisal Rafi, for a perspective on the wider implications of recent events in China
-
InterviewsOn the record: Private markets
Three European pension funds discuss their views and strategies with regard to asset management fees, particularly in private markets
- Previous Page
- Page1
- Page2
- Next Page
