All articles by Dominic Gane – Page 3

  • Features

    Focus Group: Cautious optimism

    March 2014 (Magazine)

    Of the 34 investors polled for this month’s Focus Group, 56% are confident that the world economy and financial system is over the worst. As a proportion of the poll, this is up on last year, when the split was almost 50/50. The surprise, perhaps, is that the swing has not been stronger, given the stellar performance in 2013 of developed-market equities.

  • Features

    Focus Group: Shareholder voting policy

    February 2014 (Magazine)

    Thirteen of the 18 investors polled for this month’s Focus Group have shareholder voting policies – and of those that do not, just one is working on such a policy.

  • odd the record
    Features

    Emerging opportunities

    January 2014 (Magazine)

    Over three-quarters (16 respondents) of the 20 investors polled for this month’s Focus Group believe the recent underperformance of emerging-market assets has made them more attractive to their fund. According to a UK fund: “Emerging-market performance is still likely to compare favourably with developed-market performance.”

  • Features

    Focus Group: Resistant to change?

    December 2013 (Magazine)

    Less than half of the 19 investors polled for this month’s Off The Record survey (eight respondents) allocate to hedge fund strategies.

  • Features

    Focus Group: Equities falling out of favour

    November 2013 (Magazine)

    The average equity allocation in the portfolios of respondents to this month’s Off The Record survey is around 36.7%, down from just over 40% 10 years ago.

  • Features

    Focus Group: The real thing

    October 2013 (Magazine)

    Just under half of the respondents to this month’s Off The Record survey expect their allocation to real assets to increase a little over the next five years. On average, respondents currently invest 24.4% of their fund in real assets – although some investors have a more expansive definition for the term than others. One fund included the 5% it has in private equity, for example; two others included their listed equities; and two even included bonds, without specifying whether these were inflation-indexed.