Latest from IPE Magazine – Page 42
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FeaturesAhead of the curve: Recalibrating alternative allocations for a new market
Geopolitics, inflation, and central bank policy have agitated financial markets in 2022, leaving returns and diversification in short supply. A comparison of global equities and bonds provides a sense of just how challenging the results have been.
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FeaturesIPE Quest Expectations Indicator: December 2022
The Ukrainian offensives look to have petered out and a new initiative will be needed to maintain morale. The US government is once again gridlocked and another debt ceiling fight is likely. The EU seems ready even for a harsh winter, but there are signs of war fatigue. In the UK, Prime Minister Rishi Sunak has apparently learned from the Liz Truss debacle, quickly making the necessary political U-turns, in particular on climate change. Expectations for the COP27 meeting in Sharm El-Sheikh were low. Analyst views indicate increasing belief that the wave of interest rate increases is receding.
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FeaturesQontigo Riskwatch - December 2022
*Data as of 31 October 2022. Forecast risk estimate for each index measured by the respective US, World and Emerging Markets Qontigo model variants
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Special ReportESG: Joined up thinking required
At last year’s Conference of the Parties, COP26, the financial sector stole the show.
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Special ReportSpecial Report – ESG
Our report looks at the ESG through the prism of private markets, with coverage of SFDR and an interview with Anner Follèr, head of sustainability at Sweden’s national private equity investor AP6
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Country ReportCountry Report – Pensions in Switzerland (November 2022)
Our report on Swiss pensions also looks at the growing demand for so-called 1e plans, additional pension vehicles for higher earners. The 1e sector is ripe for consolidation, like the market for multi-employer pensions (Anlagestiftungen), where the federal regulator is concerned about a build-up of complexity and supervisory risks. We also cover the annual survey of the consultancy Complemeta and assess Swiss pension funds’ asset allocation plans.
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Country ReportCountry Report – Pensions in Spain & Portugal (November 2022)
In Spain, the pension sector is giving a cautious thumbs up to workplace pension reform plans, even if they fall short of the industry’s wish list. Top of that list was mandatory auto-enrolment, which won’t now happen. But the planned national so-called Macro-fondo ‘super fund’ has met with general approval. It will be managed by the private sector but supervised by a control committee comprising government, employer and union representatives.
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Asset Class ReportsPrivate markets report
Our report looks at the impact of economic uncertainty on private debt strategies and on venture capital. We focus on the rising role of pension funds in the private equity secondaries market. We explain in detail what ‘tokenisation’ of private assets is and how it could change this market for institutional investors.
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Country ReportSwitzerland: 1e pension schemes gain traction
First sign of consolidation appears in the market of 1e pension plans
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Asset Class ReportsPrivate markets: Private debt investors stand their ground
Despite the likely rise in corporate default rates, private debt is expected to deliver for investors
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Special ReportESG: Dirty asset divestment
There is growing focus on public companies that are under pressure to sell high-carbon assets to unlisted companies or private equity
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Country ReportSwitzerland: ESG and pension reforms top the agenda
Martin Roth, president of ASIP, the Swiss pension fund association, tells IPE’s Luigi Serenelli about his outlook for the country’s retirement system
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Asset Class ReportsPrivate markets: Venture capital investment beyond Sillicon Valley
A golden age of innovation opens opportunities for investors
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Special ReportESG: Prepping the next generation of listed companies on ESG
Investors are helping private companies understand their expectations before they go public
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Country ReportSwitzerland: Good returns in 2021 provide pension buffer in 2022
Deteriorating economic conditions saw Swiss pension funds return on average -10.7% for the year to end-September
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Special ReportESG: Private equity faces disclosure scrutiny
The CSRD will see a fourfold increase the number of corporates subject to sustainability reporting requirements, placing increased demands on private equity firms
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Asset Class Reports
Private markets: Pension funds review private equity as allocations hit targets
Lower equity and fixed income values see pension funds off-load their exposure to illiquid assets
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Country ReportSwitzerland: Pension funds edge towards alternative investments
Swiss pension funds are cautiously but decisively taking steps to build a portfolio of alternative investments
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Asset Class ReportsPrivate markets: Is tokenisation a good idea?
Digital tokens are being promoted as a way for small investors to access private assets
