Latest from IPE Magazine – Page 151
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Special ReportChina: Tomorrow’s largest investment market
China’s investment management market is set to reach $17trn by 2030. But there will be no easy path to riches for foreign players
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Special Report
A shifting relationship with China
Europe could benefit as a result of increasing trade tensions between the People’s Republic and the US
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FeaturesVenturing into the unknown
Two projects designed to boost investment in local ‘growth’ companies and domestic assets were in the news last month, but for different reasons
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Country Report
ESG: The Swiss shade of green
Pensionskassen were slow to embrace ESG but many are now committed to integrating sustainable thinking into their strategies
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Special Report
The productivity enigma
The recent uptick in euro-zone productivity growth has gone strangely unnoticed
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Special Report
ESG: Evolution of sustainable investing and modern practice
Despite the absence of a single definition of sustainable investing, investors are being asked to pay heed to risk, return and investment impact
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Asset Class Reports
What future for long/short equity?
Managers are finding new ways to pursue long/short equity strategies
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Special ReportAlternatives: Digitise or jeopardise
Alternative investment managers face a stark choice as digitisation increases
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FeaturesDiary of an Investor: What’s up with research costs?
In fixed income, no-one has ever really known how the research impacts on investment costs
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FeaturesShort Selling: The long and the short
Earlier this year, the UK politician Peter Kyle described BlackRock as “schizophrenic” for holding both long and short positions in Carillion, a London-listed construction company that went bankrupt in January.
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Featuresaba Anniversary Conference: ‘Grasp opportunities reform offers’
Germany’s occupational pension association delivered an impassioned defence of the country’s second-pillar pension system at its 80th annual conference in Berlin last month.
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Features
Accounting Matters: Cutting the clutter
The IASB’s disclosure initiative project has passed many people by. It dates back to 2011, when the board needed something to do after the US refused to adopt IFRS
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Opinion PiecesLong-term Matters: Who decides which engagement is fit for purpose?
Private responses to my recent article about investors who do ‘BS’ stewardship have raised two key questions
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Opinion Pieces
Letter from Brussels: Who cares about our €3.5trn?
PensionsEurope is concerned about a Brexit ‘no deal’ and is calling for negotiators to pay heed to the €3.54trn sector’s interests
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Opinion PiecesLetter from the US: Harvard gets down to business
It has been a busy 18 months for NP ‘Narv’ Narvekar, who became CEO of Harvard Management Company (HMC) in December 2016. At the end of this month, he will complete HMC’s first fiscal year completely under his responsibility
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Opinion Pieces
Guest Viewpoint: Fiona Stewart & Georg Inderst
“A growing body of research shows ESG factors are a material credit risk for fixed-income investors”
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Interviews
On the Record: How do you invest in alternative credit?
Ilmarinen, Unilever, Ärzteversorgung Westfalen-Lippe (ÄVWL)
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InterviewsHow we run our money: TPT Retirement Solutions
Cliff Speed, CIO of TPT Retirement Solutions (pictured), tells Carlo Svaluto Moreolo how the fund is trying to develop a portfolio that can withstand market volatility
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Features
UK Equities: The pariah asset
No one wants UK equities. The influential global fund manager survey published by Bank of America Merrill Lynch reported that they were the most unpopular asset in April
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Features
Macro Matters: Populism is far from dead
Few words are as visceral, and yet as ill-defined, as populism. It has become a catch-all phrase for the sense of malaise sweeping the world
