Latest from IPE Magazine – Page 113
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Opinion PiecesLetter from US: Politics forcing divestment
American pension funds have become embroiled in the cold war between the US and China and diversification strategies may be affected by the new scrutiny of investments in Chinese companies.
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FeaturesPerspective: Trouble in Lykkeland
The decision to appoint Nicolai Tangen, a hedge fund owner, to the position of CEO at Norges Bank Investment Management has proved controversial
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Opinion PiecesGuest Viewpoint: Rory Sullivan & Fiona Stewart
Better disclosure by asset owners is an important mechanism for driving sustainability in investment. But asset owners struggle with many aspects of sustainability reporting
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FeaturesFixed income, rates, currencies: Dismay sets in
As lockdowns ease, particularly in the northern hemisphere and the Antipodes, economic recoveries get underway. Given the exceptional circumstances, economic forecasts and predictions may show little consensus, or potentially be wrong, the puzzling US payroll announcements for May being a vivid example.
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FeaturesIPE Quest Expectations Indicator July 2020
Global statistics indicate that while new cases of COVID-19 are rising, case mortality is stable at about 4,000 per day. The situation is in hand, but the danger is not over. First, the Americas, dominated by the US and Brazil, are confronted by rising case statistics. Second, there are signals of a rebound in autumn, both in theory as medical experts embrace the thought and in practice, as the figures in Iran show. Third, the equality protests increase the chances of a second wave.
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Country ReportNordic Region: Pension funds step up to the plate
Nordic pension funds have been quick to offer support to local ecomomies affected by the coronaviris crisis
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Special ReportEuro-zone: A crisis like no other
The COVID-19 pandemic, alongside the associated economic shutdown, has had an unprecedented effect on EU member states
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Opinion PiecesThe shape of capital to come
In the Netherlands, the Afsluitdijk is a 32km by 90m dyke and causeway running between the provinces of North Holland and Friesland
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Asset Class ReportsPortfolio strategy – Equities in the time of the pandemic
The speed and impacts of the coronavirus pandemic have thrown up challenges for investors that will not be clear for decades
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Special ReportTop 500 Asset Managers 2020
Asset managers in our listing are ranked by global assets under management and by the country of the main headquarters. Assets managed by these groups total €81.1trn
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FeaturesBriefing: Hybrids come into their own
Back in the days when sailors relied on sails, they used to dread the doldrums – that zone near the equator where trade winds converge, generating windless weather.
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Special ReportEurope’s investment outlook: The complex game of market guesswork
Investors are having to play a complex game of market guesswork
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Opinion PiecesEU integration takes a hit
The symbolism should not be missed. One of the first responses to the COVID-19 pandemic in Europe was the closure of national borders.
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Asset Class ReportsPortfolio strategy – The history of crises in US equities
The current US equity crisis conjures up shades of previous crashes
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Special ReportTop 500: Ebb and flow of a rising tide
2019 saw a stark increase in global assets as measured in our annual survey of the world’s leading asset management groups
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Country ReportNordic Region: Gearing up for for all weathers
Denmark’s biggest commercial pension fund has been reshaping itself to ensure it can meet members needs as well as react effectively to extraordinary situations
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Features
Briefing: Six insights on PE
Considerations for private equity investors in light of the coronavirus pandemic
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Opinion PiecesSeize the possibilities of crisis
IPE’s 2020 Top 500 Asset Managers ranking shines a light on overall global managed assets in 2019, which increased by almost 22% in euro terms over the course of last year to €80trn.
