All Asset Class Reports articles – Page 20
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Asset Class Reports
Equity Investment: Is the cult of equities dying?
In this first article in a new series, Nick Lyster and Amin Rajan ask whether equities are in remission or revival
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Asset Class Reports
Investing In US Equities: It’s the economy, stupid
The prospects for US equity markets depend largely on the performance of the underlying economy
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Asset Class Reports
US Equities: A value perspective
George Sertl gives a value manager’s view of the US equity market with a focus on key sectors
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Asset Class Reports
US Equities: Time to go?
Leaving the US equity party early may mean foregoing big gains, according to Christopher O’Dea
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Asset Class ReportsEuropean market volatility to continue for weeks – Blue Sky [updated]
Greek repayment of European Central Bank loan on 20 July ‘crucial’, CIO says
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Asset Class ReportsEuro-zone sovereign bonds: A parallel world
Regulation continues to push European pension funds to invest in euro-zone government debt at increasingly unattractive yields
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Asset Class Reports
Euro-zone sovereign bonds: State of the nations
QE helps but only reform can resolve the euro-zone’s problems, according to David Zahn
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Asset Class ReportsBuybacks briefing: Eating their own cooking
In the past few years, companies from many sectors have found a single new favourite investment – their own stock
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Asset Class Reports
Grexit and euro-zone ratings
Greece’s exit from the EU could cause other countries to follow, and ultimately lead to the destruction of monetary union
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Asset Class ReportsPrivate Equity: Alternative investment structures
Both general and limited partners are striving to break free of traditional fund structures to find more flexible and efficient ways to commit to private equity
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Asset Class ReportsPre-listing Support for Private Companies: Joining the ‘elite’
London Stock Exchange’s Luca Peyrano talks about its Elite programme for late-stage private companies and finds that it is preparing to spread its influence across Europe
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Asset Class ReportsSwitzerland’s AHV tenders CHF500m global equity portfolio
First-pillar fund announces tender worth more than half of current small-cap exposure
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Asset Class Reports
High Yield: Oil, banks and rates
Martin Steward finds the diversity of high yield reflected in three very different kinds of risk run behind similar-looking headline exposures
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Asset Class Reports
High Yield: US issuers, euro spreads
A substantial spread differential is attracting US investment-grade issuers across the ocean to issue bonds in euros
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Asset Class ReportsOil price impact on high-yield
The oil price fallout in high-yield has so far been contained within sub-sectors of US energy and migh have opened up energy sector value opportunities
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Asset Class Reports
Cheap oil and weak euro: Impact on European equities
Joseph Mariathasan considers the likely effects of dramatically cheaper oil and a weak euro on European earnings and equity market prices
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Asset Class Reports
European equities: The stock-pickers return
How can European equity portfolio managers find genuinely idiosyncratic stock risk amid the current top-down noise?
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Asset Class Reports
European equities: Recovery or retrenchment?
Martin Steward finds European equity managers disagreeing on how to position for the business cycle
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Asset Class Reports
Investment Grade Credit: What’s next for ABS?
While the tone of the authorities has changed markedly over recent months, there are still many anomalies in the way securitisation is regulated in Europe
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Asset Class Reports
Investing In Investment Grade Credit: A widening spread
Joseph Mariathasan finds that the divergence of USD and EUR corporate bond performance tells us a lot about how badly Europe’s economy is lagging that of the US
