Proxy voting: the hallmark of active ownershipSubscription
In the 1950s institutional investors owned less than 8% of US public equities by market capitalisation; this figure had grown to nearer 67% in the past decade.
PGIM Fixed Income's Q3 2017 Market OutlookSubscription
Assessing the Opportunities with Multiple Risks in Play
UK real estate market commentary: June 2017Subscription
The sharp depreciation in sterling since last year’s Brexit vote has pushed up inflation to almost 3% and cut real incomes and consumer spending. While a lower exchange rate ought to boost exports, UK exports have so far been flat, possibly because foreign buyers are concerned about future tariffs.
Vesteda Annual Report 2016Subscription
The beginning of India’s transformationSubscription
Events in 2017 confirm that that India is at a turning point, with Narenda Modi’s reformist BJP party winning a sweeping victory in the state of Uttar Pradesh.
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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