All IPE articles in September/October 2026 (Magazine) – Page 2
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AnalysisInvestment context: How much of a problem are today’s global imbalances?
While macroeconomic imbalances are to be expected in large global economies, their excessive growth could represent a significant threat to global stability
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Asset Class ReportsMiddle East fixed income: Ninety One's Victoria Harling on MENA credit opportunity
Victoria Harling at Ninety One says that despite geopolitical unrest, the Middle East is very much “open for business”
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Asset Class ReportsFrontier market debt flies into view of investors’ radars
Historically seen – with justification – as too risky, countries such as Argentina and Ghana have restructured their debts with the IMF and now demonstrate greater fiscal responsibility
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Opinion PiecesIndex providers, we have a problem
Big tech governance is rightly a shareholder engagement topic of huge importance, and one that investors, including the AP funds’ Ethics Council, Railpen and APG have promoted in recent years. The issue is rapidly moving up the scale for active institutional owners.
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