Latest from IPE Magazine – Page 125
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FeaturesBriefing: It is all downhill from here
Six months ago, markets were rediscovering volatility, sentiment was wavering and there were growing fears that we had reached the end of a decade-long bull market for most assets. There were several reasons, such as worries over indicators, global trade tensions and the sustainability of corporate earnings growth, but one of the key ones was the relentless raising of interest rates by the US Federal Reserve.
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Special ReportThe origin of ESG indices
What does the proliferation of sustainable benchmarks mean for passive ESG investing?
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Special ReportArtificial intelligence: Let me tell you what you really think
How are managers deploying natural language processing to analyse management sentiment in earnings calls?
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Country Report
Sweden: Reform focus turns to quality and cost
Phase two of Sweden’s premium pension system reform aims to weed out poor investment pension funds and preserve the best
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FeaturesDC’s collective voice could be decisive
Australian pension funds could soon become the biggest shareholders in their country’s equity market (see page 5), with researchers at Rainmaker Information forecasting their combined domestic stock holdings to hit 60% by 2033.
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Special ReportESG: Weight of evidence
There is no consensus on a positive link between ESG and improved portfolio performance
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Country ReportPer Bolund: Green future for Swedish pensions
Sweden’s financial markets minister tells Pirkko Juntunen that the government is preparing for comprehensive pension reform
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Special ReportSuccessful investment firms don’t dodge industry realities
Culture is a big differentiator in determining the successful asset managers of the future
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Country Report
Iceland: Full overhaul on the cards
Iceland’s government is preparing for a comprehensive review of pension fund issues
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Country Report
Norway: Paving the way for competition
Municipal reform and proposed new public-sector scheme is creating a fertile environment for competition
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Book ReviewBook review: The Rise of the Working-Class Shareholder
David Webber is well placed to rehearse the legal and political arguments around public pension funds’ power to change companies
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FeaturesInterview: Sharon Bowles – A forensic assessment
The former chair of the European Parliament’s Economic Affairs Committee talks to Stephen Bouvier
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Opinion PiecesLong-term matters: Exxon’s AGM – can investors learn from the slave trade?
English evangelical protestants allied with the Quakers initiated the campaign to abolish the UK slave trade in the early nineteenth century. Two centuries later, the Vatican has said that climate change is a “moral and religious imperative for humanity”. Will the fate of fossil fuel companies be defined by public, sovereign and religious investors? And can other investors watch from the sidelines?
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Opinion PiecesLetter from the US: Practitioners defend ESG from executive threat
The proxy season was different in the US this time around. Environmental, social and governance (ESG) resolutions – as well as the use of those criteria for investing – are under scrutiny by the Trump administration and the Securities and Exchange Commission (SEC).
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FeaturesIPE Perspective: Two sides to the MMT premise
Is there any merit in functional finance versus classical economic theory?
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InterviewsOn the Record: Tough times at home
We asked two pension funds to share their views about investing in Europe at this crucial juncture for its economy
