All IPE articles in July/August 2024 (Magazine) – Page 2

  • Howard Sharp
    Asset Class Reports

    How banks are joining forces with private credit managers

    July/August 2024 (Magazine)

    As the private credit market grows, banks are looking to partner with private credit managers rather than compete with them

  • Ellison Robin
    Opinion Pieces

    The buyout pendulum starts to swing back to the DB norm

    July/August 2024 (Magazine)

    Vogue fashion magazine reports that flared trousers and mullets are back after a 50-year absence. They were not a good look even then, but fashion has its own drivers which do not necessarily involve good taste or even practicalities.

  • Letter from Australia
    Opinion Pieces

    Australia's regulator cracks down on greenwashing

    July/August 2024 (Magazine)

    The Australian Securities and Investment Commission (ASIC) has won its first greenwashing case in a civil action against Vanguard Investments. 

  • JuL-AUG Kjaer
    Interviews

    ATP's long game in investment strategy

    July/August 2024 (Magazine)

    Christian Kjaer, head of liquid markets at Denmark’s ATP, talks to Carlo Svaluto Moreolo about the institution’s liquid assets portfolio and his knack for game theory.

  • Notes from Switzerland
    Opinion Pieces

    Switzerland’s refreshing bottom-up approach to regulation contrasts favourably with the EU

    July/August 2024 (Magazine)

    Switzerland’s bottom-up approach to sustainable investing and ESG reporting rules seems to be travelling in the opposite direction to the path chosen by the EU. 

  • Morten Roed Eriksen
    Asset Class Reports

    Denmark’s Lærernes ups its appetite for private credit risk

    July/August 2024 (Magazine)

    Lærernes Pension (LP), the pension fund for teachers in Denmark, started investing in private credit in 2018, in small amounts. In 2021 it made a more sizeable strategic allocation to the asset class.

  • Kansas City Fed
    Features

    Analysts push back on rate cuts

    July/August 2024 (Magazine)

    Federal Reserve chair Jerome Powell’s June press conference was, like most careful central bank-speak, open to interpretation. It was possibly slightly dovish with a hint of hawk. However, in the aftermath of the press conference, and following a few busy days of US economic data releases, many analysts have pushed back their forecasts for the number of interest rate cuts this year. 

  • Francesco Giordano
    Country Report

    Italian pension funds fine-tune asset allocation

    July/August 2024 (Magazine)

    Growing appetite for private market investments, amid shifting equity and bond portfolios, are keeping Italian pension funds busy

  • Nick Hamilton
    Interviews

    Australia’s Challenger takes credit and affiliates global

    July/August 2024 (Magazine)

    Some 2.5 million Australians are set to retire over the next decade, according to the country’s Treasury. This ageing population has challenged Australia’s A$3.6trn (€2.3trn) superannuation fund sector, and the industry as a whole is pivoting more heavily towards the decumulation phase.

  • Members and contributors in private pensions as a % of the working age population
    Features

    How the EU's pay transparency directive affects pension sponsors

    July/August 2024 (Magazine)

    Pay transparency is looking set to be the employment hot topic of at least the next few years and reflects an ongoing global conversation around addressing equal pay. The latest figures in the EU put the gender pay gap at around 12.7% and the gender pension gap at in excess of 30%, with very little movement over the last few years. Greater transparency over pay is the route being adopted in a growing number of countries as the silver bullet to accelerate progress.

  • Notes from Italy
    Opinion Pieces

    Italy needs a serious debate about pensions

    July/August 2024 (Magazine)

    Italian policymakers are bent on indulging the relatively small but influential minority of Italians that is nearing retirement, but lament that the statutory retirement age of 67 is too high. The reform efforts of past years have been towards reducing the retirement age or increasing flexibility in retirement. The resources employed towards supporting second-pillar pensions have been next to none. 

  • Net sentiment equities
    Features

    IPE Quest Expectations Indicator - July 2024

    July/August 2024 (Magazine)

    Both US presidential candidates are slowly losing popularity, while staying very close in the polls. Trump seems to have more trouble than Biden getting through to the undecided. Trump’s legal troubles may yet hinder his candidacy, in particular among independents.

  • Rome, Italy
    Country Report

    Italy Country Report 2024: How local pensions could support the economy

    July/August 2024 (Magazine)

    The Italian pension industry and policymakers are discussing ways to channel more pension investment towards the country’s business sector 

  • Net sentiment equities August 2024
    Features

    IPE Quest Expectations Indicator - August 2024

    July/August 2024 (Magazine)

    Joe Biden’s weakness was a lucky stroke for Donald Trump, who has shown similar symptoms for years. It remains to be seen what effect Kamala Harris has on the polls. Trump and his chosen VP are both proponents of weakening the USD.