In Depth – Page 27
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Interviews
Strategically speaking: Janus Henderson Investors
Andrew Formica, co-CEO of Janus Henderson Investors, talks about the benefits and challenges of the recent merger
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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
Ahead of the Curve: Best strategies for crises
US equities are eight years into an equity bull market, which must end. Investors are asking how they can protect their equity allocations if and when a correction happens
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Interviews
Strategically speaking: Natixis Investment Managers
It is a subtle point but important not to miss. Natixis Investment Managers is in plural form. The group is not just an asset manager but an owner of asset managers and the provider of a global distribution platform
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Features
Monetary policy: Too much of a good thing
The ongoing economic expansion is set to become the longest in the post-war era, at least for the US. The debate about the pros and cons of zero rates and quantitative easing continues
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Features
Private markets: The integration conundrum
Integrating private markets within an asset allocation can be rewarding but is also challenging
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FeaturesInsurance-linked securities: Embracing catastrophic risks
Insurance-linked securities (ILS) are an asset class based upon insurance events. They provide an element of diversity to portfolios. Put simply, a market collapse is unlikely to be correlated to a natural disaster.
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Features
ESG: Cadbury, a governance legacy
Published 25 years ago this month, the Cadbury Report introduced the first comply-or-explain corporate governance code
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InterviewsBNP Paribas Asset Management: Marching orders
Frédéric Janbon inherited a complex multi boutique structure in 2015 when he moved from his position as special adviser to the board of BNP Paribas to become chief executive of the asset management business
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FeaturesAhead of the Curve: Steeling Japan’s governance
While Japan’s boardroom governance may be improving in general terms, it is obvious that best practices have not always permeated every level of the corporate hierarchy
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Features
Active investment rebounds
After a period of underperformance, active investment strategies are on the up – for now at least
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Interviews
Strategically speaking: Eastspring
Investment professionals are fond of talking about the power of compound interest but many fail to fully appreciate its implications for Asia
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Features
Ahead of the Curve: Beware banks
The universal desire to generate economic growth through capitalism lends itself naturally to the long-term nature of pension funds
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Features
Carbon footprints: Only so deep
Stakeholder initiatives and regulation have encouraged the take-up of carbon footprinting but the practice has limitations as a measure of risk
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Features
Hybrids: Best of both worlds
Preferred securities offer high coupons and high yields compared with most purebred bonds
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Features
Private Equity: Buying in a seller’s market
Private equity has outperformed the public markets for the past five years and institutional investors have been ramping up allocations
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Features
China’s MSCI inclusion widens the assets horizon
The addition of China A-shares to the MSCI Emerging Market index is symbolically important for China and could lead to improvements in regulation and corporate governance
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Interviews
Strategically speaking: Robeco
Only a few weeks after the 1929 Wall Street crash, a group of seven Rotterdam businessmen set up the Rotterdamsch Beleggings Consortium, later shortened to Robeco
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Features
Ahead of the Curve: The rise of the cloud corporates
Digitalisation has profound implications for how corporates do business. It affects the way goods or services are invented, produced, marketed and consumed
