All Ahead of the Curve articles – Page 7
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FeaturesRetaining interest
Torsten von Bartenwerffer points out that rising rates do not necessarily mean losses in fixed income, and argues for smarter long-only strategies rather than market-timing or long/short approaches
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Corporate bonds go electronic
Amid the ongoing debate about the best market structure for cash credit, Rupert Warmington draws attention to the rapid expansion of electronic trading
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Commanding heights
Jean-Pierre Couture makes the case for top-down investing in an era of ‘de-globalisation’
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FeaturesTime for an overhaul
With yields rising and pension schemes continuing to increase their allocation to bonds, Peter Ball asks how trustees can plug the deficit in their schemes
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FeaturesBe smart with smart beta
Stefan Dunatov emphasises the importance of consistency between strategy, investment beliefs and implementation when exploiting techniques like smart beta
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Is history quietly repeating itself?
With the system already as heavily leveraged as it was in 2007, markets are hanging on every word from Ben Bernanke. Dan James thinks this only adds to the feeling of déjà vu
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The fallacy of CB independence
Central banks are no longer independent of politics, argues Kommer van Trigt, and investors should take that into account
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A tragedy of small decisions
Bob Swarup and Dario Perkins look at the latest developments in the euro-zone crisis and warn that while history doesn’t repeat itself, it does rhyme.
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Britain and Europe
The UK has squandered its fiscal strength relative to the rest of Europe, argues Holger Schmieding – and talk of a ‘Brexit’ will only make things worse
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Storebrand goes ahead of the curve
In an absence of any interest from existing corporate pension plans or pension trusts, Norway’s life insurers have become the main protagonists of the new tax favoured DC schemes. The insurers already dominate the management of occupational DB plans in Norway. Some NOK 300bn (E41bn) of pension fund assets are ...
