In Depth – Page 29
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Features
Ahead of the Curve: Strange days in credit
Amar Reganti looks for alternative sources of capital gains and income streams within a moribund fixed-income asset class
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Features
Global Economy: Is growth optimism justified?
Daniel Ben-Ami finds that while there are signs that the global economy might be bouncing back, doubts are being raised by the weakness of the recovery
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Interviews
Strategically speaking: ChinaAMC
Asset management is one of the few areas of business where, so far at least, the Chinese have made little global impact. No Chinese firm was even in the top 100 in the 2016 IPE rankings
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Features
Ahead of the Curve: A real asset in DC plans
Vince Childers says that in today’s environment, real assets can provide diversification, long-term return potential and inflation protection
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Features
India: Tax net benefits from bold move
Joseph Mariathasan finds India’s recent demonetisation exercise has caused some economic pain but it has also greatly increased the number of taxpayers in the country
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Features
Europe: Managing geopolitical risk
European investors face an unprecedented array of political risks over the next few months. Daniel Ben-Ami reports
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Features
Active Fixed Income: Battle for the edge in bond markets
Active bond managers are having to work hard to convince investors that they can provide better value for money than passive strategies
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Features
Equity Strategy: Each to their own
What one investor sees as risk might not be the same for another, writes Joseph Mariathasan. It all depends on the objective of the individual investor
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Features
Macro Matters: Shades of Görtz’s folly
Bob Swarup warns that blaming central banks for all the ails of the world lets politicians off the hook
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Interviews
Strategically speaking: Lyxor Asset Management
Fiduciary management is a potential solution to the problems of countless pension funds in Europe. Lyxor Asset Management is raising its efforts in this area
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Features
Ahead of the Curve: The diversification conundrum
Francesco Sandrini says that as the global economy emerges from a period of low growth and low inflation, investors appear to be ignoring risk in their diversification choices
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Features
World Trade: Is protectionism on the rise?
Developments in the US and Europe presage a substantial change in the conduct of international trade
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Features
The European insurance challenge
European insurers may turn to a wider range of asset management strategies as they face up to difficult market conditions
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Features
Re-defining hedge fund fees
Hedge fund fees are just one part of the cost equation. The real discussion should be about value for money and not headline fees
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FeaturesESG: UN goals strike a chord
The UN Sustainable Development Goals, agreed by world leaders in September 2015, have captured the imagination of many in the European institutional investment community
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Interviews
Strategically speaking: Dodge & Cox
For most investment professionals the aftermath of an almighty financial crash would probably not seem like a good time to launch an asset management firm
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Features
Ahead of the Curve: Investors ignore big data at their peril
News platforms, blogs and social media offer a massive amount of data and emotions which can be crucial in making sound investment decisions
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Features
LGPS: UK pools seek thumbs-up
After months of hard work, the English and Welsh local government pension scheme pools have received feedback on their plans
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Features
Asset-Backed Securities: Shackled by history
The asset-backed securities markets across Europe struggle to recover from the financial crisis while the EU wavers on necessary regulatory reform
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Features
A key element for M&A success
Wolfgang Fickus says mergers and acquisitions can be a riskier strategy than organic growth but buying at the right time increases the potential for value generation
