In Depth – Page 28
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Features
Portfolio Construction: Themes for defensive investing
Global uncertainties and disruptions call for more care when building a defensive portfolio
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Features
Oil: Changing oil price drivers
New technologies are among factors transforming global energy markets
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Features
Macro Matters: The revenge of geography
The internet is fuelling rising global populism and digital protectionism
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Interviews
Strategically speaking: La Française
Can mid-sized asset management firms survive in today’s world?
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Features
Ahead of the Curve: Oil as an economic barometer
As Donald Trump’s presidency faces its sternest political tests so far, markets have begun to temper some of their frothiness
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Features
Trade dispute: Germany against the rest
Foreign criticism of Germany’s strong trade performance is escalating
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Features
Briefing: MiFID II – The birth of a market
As MiFID II comes into effect, asset managers and brokers must negotiate a price for sell-side investment research
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Features
Briefing: Cyberwar without end
Financial institutions are involved in a cyber arms race against criminals
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Features
Briefing: Greece's political millstone
Uncertainties in the euro-zone pose a risk to Greece’s improving economy
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Interviews
Strategically speaking: Bain Capital Credit
Bain Capital Credit, an arm of the eponymous private equity house, has come a long way since it was founded in 1998 as Sankaty Advisors
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Features
Ahead of the Curve: The tricky search for yield
According to reports, global bond ETFs had their best quarter on record in the first quarter of 2017 with $44.5bn of inflows
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Features
Ahead of the Curve: China’s ‘Blue Skies’ future
One thing that China does well, perhaps better than any other country, is to articulate a vision. It might not know every step of the journey but it knows where it wants to be
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Features
Convertibles: A fundamental shift
Convertibles are gradually being recognised as an asset class in their own right
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Features
Ahead of the Curve: Who’s afraid of a sideways market?
The global economy could continue to surprise on the upside but the impact on the medium-term path of equity prices would be weaker
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Features
Mononationals: Case for foreign domestics
An unexpected consequence of globalisation is that it may be more beneficial to invest in firms that are predominantly national
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Interviews
Pictet Asset Management: Fighting proliferation
Product proliferation is a temptation that has become baked into the business model for many asset management, even if it is rarely in the best interest of clients
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Features
South Asia: Adjusting to new realities
The Indian subcontinent is adjusting to the realities of the new administration in Washington, writes Joseph Mariathasan
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Features
Portfolio Construction: Benefits in being ‘insurance-like’
Sorca Kelly-Scholte and Michael Buchenholz say that pension funds can build better portfolios by adopting strategies used by insurers
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Interviews
Strategically speaking: Nordea Asset Management
Nordea has always been a multi-centric institution. Created from four entities across the Nordic countries, it straddles geographies and markets by design
