Private credit: Floating to safety - inside the July/August issue
IPE July/August 2021

Private credit: Floating to safety - inside the July/August issue


Portfolio strategy: Credit

No alt text provided for this image

Private credit and rising rates: Floating to safety

Despite inflationary headwinds, investors’ appetite for private credit continues to grow as the outlook for the asset class remains positive 

Private credit fundraising: A record year for private-debt funds

Record amounts of capital were raised by private-debt funds in 2020 but the outlook might be less strong in the short term

ESG & private markets: Crying out for standards

Growing awareness of ESG is fuelling pressure for definitive metrics to assess company performance

Digital transformation: Take advantage of the digital reset

COVID has accelerated the digital transformation across all industries. How has it contributed to new trends and opportunities in private debt?

_______

On the record: Private markets - Unlisted priorities Two pension funds discuss how their strategies for non-listed investments are evolving 

Growth private equity: From margin to multiple Economic conditions are creating tailwinds for PE funds focused on revenue growth 

Guest viewpoint by Cyril Demaria, EDHEC Three lessons on private market investment 

_______

Perspective: Swensen’s legacy grows

The late David Swensen left an enduring legacy, not just for Yale itself, where he was the head of his endowment for over 30 years, but for institutional investors. 

Swensen’s ‘Yale model’ showed outstanding performance over decades and has inspired many but few have been able to replicate it.

_______

Strategically speaking: Lyxor & Amundi As Amundi’s acquisition of Lyxor presses ahead, Florence Barjou, CIO of Lyxor, talks about the firm’s priorities

_______

Pensions insider: A DIY approach could harm large transactions In the second in a series of articles aimed at empowering trustees, our expert contributor describes how to diplomatically sidestep problems when your good in-house team isn’t right for the complex task

No alt text provided for this image

Country report: Italy

Private markets: Seeking post-COVID alternatives

Italian pension funds continue to invest in private markets ahead of a potentially promising post-COVID recovery phase

Second-pillar: The virtuous circle that will not start

Italy’s second-pillar pension system is developing but the industry awaits more decisive policymaking

ESG gains ground

Italian pension funds are increasingly making their investment choices with ESG factors in mind

No alt text provided for this image

Exit interview: Ivonne Forno, Laborfonds

The former CEO of Laborfonds reflects on her experience of building one of Italy’s most successful pension institutions 

_______

How we run our money: Fondo Pensione Nazionale BCC CRA

No alt text provided for this image

Sergio Carfizzi, CEO of Italy’s Fondo Pensione Nazionale BCC CRA, describes the fund’s ambitious alternative-investment programme 






Also inside the July/August issue of IPE

CBCD: Central bank digital currencies take shape

Energy: The International Energy Agency sets net-zero target

FX charges: New benchmark to reduce costs of FX transactions

ESG research: Stewardship is key to the ‘S’ pillar

Access all the editorial content of the July/August issue of IPE 





To view or add a comment, sign in

Explore topics