Latest from IPE Magazine – Page 115
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Opinion PiecesLetter from the US: Industry debates private equity role in 401(k) plans
Should those who invest through 401(k) retirement plans have greater access to private equity?
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FeaturesPerspective: Fear the walking dead
Zombie firms – those dependent on the easy availability of cheap credit – threaten to suck the life out of otherwise viable companies
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Opinion PiecesGuest viewpoint: Kerrin Rosenberg
“It is crucial to remember that the focus on good governance extends to including illiquid and private investment”
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InterviewsOn the record: Private credit
As the valuations of traditional credit assets look stretched, we asked two Danish institutions how they invest in alternative credit markets
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InterviewsHow we run our money: Amonis
Tom Mergaerts , CEO of Amonis, tells Carlo Svaluto Moreolo about the Belgian €2.1bn pension fund’s uncompromising investment philosophy
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FeaturesFixed income, rates, currencies: Clouded by uncertainty
It was predictable that risk markets should have reacted positively to the news of an agreement in principle in the US-China trade negotiations. Although assuredly better than a seemingly relentless stream of bad will between the protagonists, the provisional agreement is in no way a solution to the conflict. Another round of trade talks could be necessary just to reach a tentative accord. Investors would be wise to temper enthusiasm to extrapolate the ‘good news’ too far.
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FeaturesAhead of the curve: The duration bubble
Has the world entered a new paradigm in which growth, inflation and value investing are dead? Various indicators might have us believe this is the case.
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FeaturesIPE Quest Expectations Indicator: November 2019
Bond sentiment has been trending upwards for a year, approaching a net value of zero everywhere, except in the EU. Analysts contend that central banks have secured a soft landing.
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Special ReportRobeco Active Ownership: ‘Engagement’s not a one-off’
Carola van Lamoen, the head of active ownership at Robeco, talks to Liam Kennedy
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InterviewsStrategically speaking: Generali Investments
A year into Generali’s ambitious growth plan, it looks set to meet its promises
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Special ReportESG Adoption: Big advances on the ESG front
A custodian’s view on how technology and a generational shift are powering the growth of ESG investment among European pension funds
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Special ReportMateriality: A new framework for ESG
A new materiality concept focuses on seeking investment value where the interests of shareholders and other stakeholders intersect
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Special ReportResearch: Europe has turned a corner
Asset managers must cater to the trend to deeper ESG investing to remain competitive Key points ESG investing in Europe has developed over more than three decades There are four broad categories of ESG investment – exclusion, integration, stewardship and impact Integration is the most widespread approach ...
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Special ReportIceland: From strategy to practice
Several factors are pushing Icelandic pension funds towards responsible investment
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Special ReportIndia: Still early days
The growing adoption and importance of ESG criteria among Indian firms could have implications for companies such as rice producers
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Special Report
Mining the ESG vein
ESG used to be an optional extra in the mining industry but governments are starting to mandate minimum standards through legislation
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Opinion PiecesViewpoint: Investors commit to a net-zero future
The global climate emergency means investors must set tough decarbonisation targets. A new UN-convened investor alliance is doing just that
