All IPE articles in September 2023 (Magazine) – Page 2

  • Asia - Singapore
    Special Report

    Asia Investment - Special Report

    September 2023 (Magazine)

    In this month’s special report on Asia, IPE’s private markets editor Lauren Mills analyses why global institutional investors are setting their sights on Asia. The combination of strong fundamentals and a lack of correlation with the European and North American economies make the region’s private assets particularly attractive. Investors are particularly hungry for infrastructure assets as well as the region’s fast-growing digital infrastructure. 

  • iStock-1334874008
    Features

    Britain’s LDI crisis: When things nearly fell apart

    September 2023 (Magazine)

    On 23 September 2022, Kwasi Kwarteng, the then UK chancellor of the exchequer, announced a £45bn (€52bn)  package of tax cuts. The hand-outs, designed to please key voters, were the wrong gift at the wrong time. For several years, the Bank of England had been attempting to end quantitative easing and start putting a higher price on borrowing.

  • Gollo Rodney
    Special Report

    How investors are positioned to capitalise in APAC private markets

    September 2023 (Magazine)

    Strong fundamentals and a lack of correlation with western markets make the region particularly attractive 

  • Downing Lucinda (1)
    Special Report

    Investors take a cautious asset allocation path on Asia

    September 2023 (Magazine)

    Investing in the region is far from straightforward, with benchmarking particularly tricky

  • Charrier helena
    Country Report

    France moves ahead with innovative climate reporting rules

    September 2023 (Magazine)

    A new French law could compel companies to disclose their climate plans

  • Briggs Blake 23
    Opinion Pieces

    Concerns over plans for Australian super funds to provide advice

    September 2023 (Magazine)

    In what some see as a controversial move, Australia’s Labor government under prime minister Anthony Albanese has reformed the nation’s financial advice industry, opening the door for industry superannuation funds to offer financial advice to millions of members.

  • Mirko Cardinale, head of investment strategy and advice at USS Investment Management
    Interviews

    USS: British universities adopt modern pension investment governance

    September 2023 (Magazine)

    Mirko Cardinale, head of investment strategy and advice at USS Investment Management, speaks to Carlo Svaluto Moreolo about the recent changes in the scheme’s governance framework

  • Rajan, Amin 2
    Features

    Research: The yin and yang of passive and active investing

    September 2023 (Magazine)

    Amin Rajan and Sebastian Schiele look at the complementary relationship between active and passive investment strategies

  • GLOBAL MARKET PREDICTED RISK
    Features

    Qontigo Riskwatch - September 2023

    September 2023 (Magazine)

    *Data as of 31 July 2023. Forecast risk estimate for each index measured by the respective US, World and Emerging Markets Qontigo model variants

  • Emerging markets
    Features

    Virtu Global Tradewatch - September 2023

    September 2023 (Magazine)

    July 2023 data through to 10 August 2023

  • Net sentiment bonds
    Features

    IPE Quest Expectations Indicator: September 2023

    September 2023 (Magazine)

    US officials are talking up the Ukrainian advance towards Melitopol, a sign that all is not well. Contrary to expectations, the biggest problem is not the Russian air force, but land mines. Trump’s legal problems are as worrisome as his inexplicable lead among Republicans. US abstinence in the struggle against climate change is a potential cause for a major trade war as the EU realises it must expand its regulations on importing ‘dirty’ products to prevent a free rider problem undermining its climate efforts. In the UK, Labour’s lead over the Conservatives remains crushing, making it difficult to claim the government has a popular mandate.

  • Charles-Henry Monchau
    Features

    How the AT1 bond market shrugged off the Credit Suisse debacle

    September 2023 (Magazine)

    On a late Monday evening in August, the Italian right-wing government unexpectedly announced a new 40% tax on banks’ ‘windfall’ profits derived by the higher lending rates. Shares in Italian banks tumbled, banking executives cried foul, and analysts poured scorn over the measure. The government, which was hoping to raise up to €3bn to help families and small businesses, backtracked shortly after, scaling back the tax.