Salesforce: investing in a low-carbon futureSubscription
Salesforce has cut its net greenhouse gas emissions to zero and delivered a carbon-neutral cloud. The company has attractive fundamentals and looks well placed to retain its position as one of the leading cloud-computing platforms.
Russian ecommerce: a moonshot moment?Subscription
Trade Tensions Flare: Where Do We Go from Here?Subscription
360° – Fixed Income report, Q3 2019Subscription
The protracted injection of liquidity into the fixed-income space over the past decade has resulted in more than $14tn-worth of negative-yielding debt. In today’s upside-down world, a flexible approach will help credit investors keep an active watch and avoid potential pitfalls.
Distressed Debt: How This Cycle May Be DifferentSubscription
On my mind: Yield curve hysteriaSubscription
Investment Outlook: Lower rates: boon or bane for real estate?Subscription
Slowing growth and rising risks have – or will – drive looser regional monetary policy Strong near-term support to real estate values on lower for longer policy rate Increasing dislocation and divergence in market performance on uneven regional outlook Longer-term asset bubble risks in fundamentally weak markets Focus on resilient cities and fundamentally strong markets
Rising U.S. farm debt and the implications for farmland investorsSubscription
Three consecutive years of disappointing commodity prices has led to farmer incomes decreasing year after year. Low prices for soybeans, corn, milk and beef have reduced the level of farm income and 2019 is not expected to provide a deviation from this trend.
2019 midyear outlook - Expect a tougher climbSubscription
Trade and other geopolitical issues are heating up. Economic growth is looking more uncertain and market volatility rising. Expect a tougher climb in 2019.
What do negative interest rates mean for investors?Subscription
Multi-Factor Portfolios: A new Factor?Subscription
Top 400 Asset Managers 2019 
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Top 400 asset class tables 
Developed market equities tables
Emerging market equities tables
Fixed income - Public debt tables
Fixed income - Investment grade corporate bonds tables
Factor investing (smart/enhanced beta) strategies/products tables
Cash, currency, hedge funds, private equity tables
Environmental, social and governance investing tables
Real estate, infrastructure, commodities, tactical asset allocation tables
Top 100 Real Estate Investment Managers 2018 
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IPE Investment Manager Expectations Indicator
Each month IPE surveys around 100 asset managers with one or more European segregated mandates for their predictions for equities, bonds and currency markets in the next 6 to 12 months
Manager expectations June 2019
Last months’ move away from political risk continued this month for the US, the EU and Japan. The UK figures were stable or moving slightly in the opposite direction, reflecting worries over Brexit with the UK body politic in disarray....read more
