Latest from IPE Magazine – Page 166
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FeaturesIPE Expectations Indicator: December 2017
This survey has rarely found such consensus among asset managers as we see in this month’s survey. Virtually no manager expects euro-zone equities to fall or euro bond prices to rise
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Features
Research: The return of long-term investing
“Successful investing is anticipating the anticipations of others” according to John Maynard Keynes, one of the most influential economists of the twentieth century
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FeaturesCheer up, it might not happen
Investment committees have been pleasantly surprised by a fairly benign asset growth period from the Trump election onwards
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Country ReportSwitzerland: Goodbye AV2020
The Swiss public has rejected a complex reform package for the first and second pillar. What comes next?
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Special ReportChina: Bond markets opening to foreign investors
Access to the world’s third-largest bond market is slowly improving
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Special ReportCredit: The next stage of the cycle
Pension funds have broadened and deepened their exposure to credit since the end of the financial crisis
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Special ReportETFs: The test is yet to come
With assets already surpassing the $4trn mark, ETFs are an undoubted success in the constellation of asset management products
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Special Report
Currency Management: Risk and reward
The dollar is in danger of losing its safe-haven status
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Asset Class Reports
Emerging Market Equities: Heading for catch up
Emerging market equities have enjoyed a good year so far but are investors too late to enter the market?
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FeaturesAn Asian rethink is overdue
Everyone is, at least to some extent, a product of their past. It is hard to break from the habits picked up over our lifetimes
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Analysis
Post-referendum analysis: Initial reactions
Industry experts and groups offer analysis of the referendum and its consequences for the future of Swiss pension reform
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Special Report
Investor Strategy: Looking over the hedge
Currency strategy should move up the agenda as global policy divergence continues
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Special Report
Valuations: No time for complacency
Managing credit portfolios requires particular caution owing to stretched valuations and late-cycle euphoria
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Asset Class Reports
Emerging markets: An outdated concept
The countries covered by the term emerging markets today have such diverse economies that the label could be misleading for investors
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Special Report
How big can the ETF market become?
Assets worldwide in exchange-traded funds (ETFs) are on a seemingly unstoppable growth path. Can anything halt ETFs’ progress?
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Special Report
Equities: Mainland China for foreign institutions
Efforts are being made to attract more foreign investment in Chinese stock markets
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FeaturesThis time is not different
The financial markets continue on their remarkable bull run despite facing many threats
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Country Report
Case Study: CPEG
Switzerland’s most vulnerable pension fund has been offered a CHF4.7bn bailout from its sponsor, the canton of Geneva
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Special Report
China shifts to tech
China is moving from being an emulator of western technology to a hi-tech innovator in its own right
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Special Report
Will the pound rebound?
The UK currency could recover from its recent poor performance
