Latest from IPE Magazine – Page 113
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Asset Class ReportsIntangible assets – Dealing with intangibles
The global growth of companies with relatively limited physical assets presents challenges for investors
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FeaturesAsset Allocation: Good news buoys risk markets
Several factors have given risk markets a boost and propelled risk-free rates higher. These include diminishing fears of an economic slowdown, a potential rapprochement in trade negotiations and a reduced risk of a ‘no-deal’ Brexit.
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FeaturesAhead of the Curve: Value investing in the next decade
Winds of change are blowing relentlessly across the globe and the investment world is no exception. Central to this evolution is the growth of intangible assets, ranging from brands and patents to franchise agreements and digital platforms.
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FeaturesIPE Quest Expectations Indicator: December 2019
With the shift to a strong negative bond sentiment in the UK, markets have again split. For the UK and EU, the figures are more negative and trending down.
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InterviewsHow we run our money: Pension Danmark
Torben Möger Pedersen , CEO of PensionDanmark, tells Carlo Svaluto Moreolo that he sees the Danish pension provider as part of an improved Scandinavian welfare system
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Opinion PiecesBold thinking needed
Muted and constrained economic growth, continued low yields and quantitative easing, combined with a poor investment return outlook, loom over Europe’s pension sector.
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FeaturesSwitzerland: Online lending
The popularity of crowdlending is rising, but will it challenge the mainstream?
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Country ReportSpain: The tide turns
Investors hope that this month’s general election brings much needed stability to a faltering economy
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Special ReportInvestment Research: The small-cap research squeeze
MiFID II is affecting smaller company research in unexcepted ways
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FeaturesBriefing: There is still room for growth
Equity investors putting faith in growth stocks – stocks that are priced expensively relative to fundamentals because they are expected to grow fast – received a shock in early September when they sold off sharply.
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Asset Class ReportsCredit: In the eye of the storm
What are the prospects for the credit markets as central bank turn dovish and economic activity slows down?
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Asset Class ReportsEmerging market debt – Global view: A mixed picture
Although emerging markets are in aggregate enjoying structural improvements, there are stark differences between regions
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Special ReportESG: The long quest for comparable data
A growing band of institutional investors and other financial actors is seeking better and more comparable inputs to financials statements in areas like carbon emissions
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Opinion PiecesBond bubble threatens emerging markets
Although the prospect of a trade war is the tail risk that has most worried fund managers since mid-2018, other potential perils look more threatening
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Country ReportAsset Allocation: Alternatives key to raise returns
Pension funds are increasing their allocations to alternative and illiquid assets in a bid to boost flagging returns
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FeaturesMiFID II in the US: Complexity cost
The impact of MiFID II in the US is complicated and convoluted
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FeaturesBriefing: Alternatives to large-cap buyouts
Large buyout funds are a staple ingredient in many institutional pension funds’ private-equity portfolios. Focusing on more diversified private-market strategies could be a better way to achieve return objectives
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Asset Class ReportsSpeciality Credit: Where the cash flows
Niche credit strategies such as shipping and aviation are gaining attention in the persistent low-yield environment
