Latest from IPE Magazine – Page 5
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Opinion PiecesDisagreements over pension reform persist in the Netherlands
When King Willem-Alexander read out his speech at the opening of the Dutch parliament, the topic of pensions was missing.
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AnalysisNew EU green agenda: what investors ordered?
If you ask most investors what they think of the EU’s sustainable finance agenda, they will tell you it’s well-intentioned, but a total mess.
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FeaturesUS high yield bonds punch out of a corner
US high yield has come a long way from its murky beginnings with the very high yielding bonds of so called ‘fallen angels’, and Drexel Burnham Lambert’s Michael Milken offering bonds newly issued by corporates with sub-investment grade ratings for the first time in the 1980s, properly introducing the world to high yield bond investing.
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FeaturesIPE Quest Expectations Indicator - October 2024
In generic US polls, Democrats beat Republicans, with a small but increasing margin, signalling an opportunity for reforms if Kamala Harris wins and a continuation of a divided and blocked Congress if Donald Trump wins.
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Opinion PiecesSocial Security – the one thing Harris and Trump agree on
On one thing US presidential candidates Kamala Harris and Donald Trump agree: their new administration will not cut the Social Security benefits that are paid as pensions by the US Treasury’s retirement programme.
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InterviewsHow two pension funds are already using AI
PGGM is using large language models in ESG, generic AI in forecasting to improve on quant models and ChatGPT to improve coding.
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InterviewsSEI Investments seeks new partnership approach
SEI Investments, the Pennsylvania-based technology and investment firm, was a vocal advocate for independent fiduciary management in the UK pension industry.
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Opinion PiecesInvestors must work together to improve AI stewardship
While perhaps the same cannot be said about climate change, there seems to be a consensus about artificial intelligence (AI) in the United Nations General Assembly.
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FeaturesFixed income, rates, currencies: All eyes are on US elections
With so many important elections taking place this year, politics were likely to have an outsized influence on financial markets.
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AnalysisThe Red Emperor: Xi Jinping and his new China
Visiting China in the late 1990s and early 2000s was an exhilarating experience for any business traveller. There was a sense that the country was opening and moving forward
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AnalysisHow asset managers are getting to grips with AI
The use case for artificial intelligence in asset management is understood, but there are meaningful questions as to what the technology can actually achieve
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InterviewsCassa Nazionale del Notariato: Megatrend investor
Stella Giovannoli, CIO and CFO at Italy’s Cassa Nazionale del Notariato, talks to Carlo Svaluto Moreolo about the efforts to modernise the fund
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FeaturesCan central banks retain their independence?
Over the last few decades, following central bank behaviour has been a rewarding investment strategy. That is why there is now a community of people employed to analyse every word central bank officials utter.
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Special ReportTop 1000 Pension Funds 2024: Pensions back at a sweet spot
Assets for the leading 1000 European pension funds grew by 8.7% year-on-year, reversing last year’s loss of 6.8%. This brings total assets back up to above their previous high water mark of €9.7trn in 2022’s research exercise. This year’s overall net gain in assets of €775bn is the largest since 2021’s increase of €810bn.
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Country ReportFrench workplace pensions grow as reform controversy recedes
Macron’s controversial pension reforms look likely to survive, at least for now, and despite the political turmoil of the recent elections
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Asset Class ReportsEquities: Active investors keep their eye on the prize
As equity markets enter a new phase after the August 2024 sell-off, institutions are sticking to their long-term active equity approaches
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Special ReportTime to understand India
The country has much to offer investors, with impressive GDP growth, an innovative tech industry and soaring consumer demand
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Country ReportChanging of the guard at France's buffer fund FRR
Fonds de réserve pour les retraites has had a management and investment refresh
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Special ReportPrivate equity in India: growth of a new investment class
Private equity had a faltering start in India, but the market is maturing and offering plenty of opportunity
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Special ReportTop 1000 Pension Funds 2024: Data
Skewed distribution of European pension fund assets
