All Briefing articles – Page 9
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Features
Shades of grey on Dutch CDC
Dutch collective defined contribution is mostly a uniform concept, but with important distinctions
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Features
Brexit is no simple break
The implications of the UK’s EU departure will be complex and wide ranging for asset managers
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Features
Macro Matters: Populism is far from dead
Few words are as visceral, and yet as ill-defined, as populism. It has become a catch-all phrase for the sense of malaise sweeping the world
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Features
Pension Income: As simple as possible but as complex as necessary
The UK government has deregulated to make room for a radical reshaping of the private pensions industry, through the so-called ‘freedom and choice’ policy
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Features
UK Equities: The pariah asset
No one wants UK equities. The influential global fund manager survey published by Bank of America Merrill Lynch reported that they were the most unpopular asset in April
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Features
Asset Allocation: Mirages and safe havens
Creeping tensions have appeared in the interbank market that, in the past, sowed the seeds of economic downturns and financial crises
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Features
Briefing: Commodity super cycle
The internet can in some ways be said to define globalisation.
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Features
Financial Crises: Awaiting the Minsky moment
The bout of marked market volatility in February prompted a heated debate: were financial markets close to a Minsky moment?
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Features
Briefing: Avoiding nasty tax surprises
Taking a consolidated view of taxation not only removes compliance headaches for asset managers but can also give them an edge over other industry players
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Features
Emerging market debt: A universe in constant flux
Emerging markets have changed enormously since their advent as distinct category in the 1980s
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Features
Convertible bonds: Welcome back, volatility
Investing in convertible bonds is a long-only strategy requiring investors to monitor a raft of factors
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Features
Mortgages: Safe as Dutch houses?
The Dutch residential market offers good opportunities in fixed income, but foreign investors should do their research
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Features
Cryptocurrencies and the state
Digital currencies dominate the media and water cooler conversations these days
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Features
Derivatives: Pros and cons of central clearing
While there is uncertainty over exemptions for pension funds, compliance with EMIR could bring benefits
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Features
Looking towards a new Japan
The Japanese stock market recently hit a 26-year high. This achievement is even more remarkable when considered against the geopolitical backdrop
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Features
Take care with precious metals
Gold has been a byword for trust and value for millennia. For many investors today this still holds true
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Features
Two sides of the bitcoin
Bitcoin and other cryptocurrencies have attracted as many fans as critics
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Features
Briefing: The return of carry
The carry trade may be making a comeback, after a decade in the doldrums, laid low by the global financial crisis
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Features
Briefing: ‘Ill’-liquidity?
The changing financial services landscape raises doubts about the belief that publicly traded investments are more liquid than private ones
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Features
Netherlands: The bond-to-swap trade
Dutch pension funds are picking up a yield premium by using swaps