Latest from IPE Magazine – Page 28
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Asset Class ReportsFixed income & credit – No turning back for alternative credit
Investor demand for alternative lending strategies remains strong as the opportunity set grows
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Country ReportItaly: Private markets allocations at a crossroads
Italian pensions funds are showing renewed interest in fixed income, as investment in private markets slows down – but long-term commitments are still in place
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Asset Class ReportsFixed income & credit – Sustainability-linked bonds
Sovereigns and other issuers are yet to embrace sustainability-linked bonds but issuance is growing
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Opinion PiecesNotes from the Nordics: NBIM still learning on equal pay after winning employment case
Norway’s sovereign wealth fund has hailed the benefits of litigation abroad to drive its corporate governance agenda. Closer to home, victory in an Oslo employment case may have rung decidedly hollow for Norges Bank Investment Management (NBIM).
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Country ReportItaly: Byblos consolidates private markets portfolio
The industry-wide fund has opted for a single external multi-asset mandate for private equity, private debt and infrastructure
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Opinion PiecesHarnessing the power of corporate governance
Pension funds and other institutional asset owners have significant influence when it comes to voting in companies’ annual general meetings (AGMs). The consequences of their voting decisions can have a profound impact on company share prices and long-term objectives, especially in the context of climate change.
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Asset Class ReportsFixed income & credit – Resilience bonds
Resilience bonds aim to encourage climate investment characterised by a more forward-thinking, preventative outlook
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Country ReportItaly: Casse di Previdenza roll with the punches
Italian industry-wide pension funds fail to attract new members, with potentially serious long-term consequences
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Country ReportItaly: Pension investors raise their sustainability game
Pension funds and other institutions are making greater use of engagement and voting as they pursue their ESG goals
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Country ReportItaly: Pension funds face SFDR test
A significant number of pension funds have classified their portfolios under the EU’s flagship sustainability disclosure regulation
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Country ReportItaly: Government plans to draw in capital for domestic investment
The right-wing government is moving forward with plans to create a €1bn fund, amid criticism and lukewarm investor support
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FeaturesAccounting: Corporate reporting at a crossroads
When the definitive history of modern corporate reporting is written, historians will no doubt step back in awe. They will marvel at the International Accounting Standards Board’s (IASB) decision to issue its management commentary proposals only to inherit the integrated reporting framework and then waste substantial energy grappling with the complexities of aligning or even merging the two.
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Opinion PiecesLetter from Australia: Retail funds lured by private markets
Australia’s retail funds are trying to navigate the unfamiliar terrain of private markets as they seek to lift their performance.
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FeaturesDiscerning investor sentiment: this year’s proxy season
Every annual general meeting (AGM) season has traditionally brought with it a few symbolic moments – events that serve as broader indicators of the market’s mood when it comes to environmental and social issues.
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FeaturesFX in waiting mode after lively 2022
After a long period of muted volatility, currency markets sprang back into action in 2022 as geopolitical risk and diverging monetary policy came to the fore. This year it is quieter, but markets remain rattled over the unpredictable interest rate scenarios. As a result, many market participants are waiting for a sharper picture to emerge.
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Opinion PiecesLetter from US: Annuities move into the US market
Three of the largest players in the US pension industry are launching new products that offer annuities as a retirement savings distribution option. Millions of Americans will soon have access to pension-like investments in their 401(k) plans thanks to BlackRock, Fidelity Investments, and State Street Global Advisors. The other large player in the US market, Vanguard, will not take part in this new trend.
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InterviewsOn the record: Doubling down on debt
Pension funds are focusing on both listed fixed income and private credit
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FeaturesDigital health revolution ramps up
The world is at the beginning of a digital health revolution. This has been accelerated by the COVID pandemic that forced radical shifts in doctor/patient interactions, and supercharged by the emergence of OpenAI’s ChatGPT that brought generative artificial intelligence (AI) to the forefront and pulled the potential of AI in healthcare into the limelight.
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FeaturesUK venture capital: spinning out for success
Academic research produces excellent technology and medical firms, but the funding is not always available to take things further
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FeaturesAustria’s politicians are too timid to make decisions, says VBV’s Schiendl
Austrian institutional investors believe that both national and European Union politics are impeding the evolution of the occupational pensions market.
