In Depth – Page 35
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Features
Asia: Work in progress
Mark Mobius sees a positive future for the Philippines under new president Rodrigo Duerte who looks likely to build on the success of the previous administration of Benigno Aquino III
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Features
Risk Management: Clear and ever present
Alastair Sewell outlines how the insidious nature of liquidity risk affects investment strategies
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Interviews
Strategically speaking: Aviva Investors
At Standard Life Investments, Euan Munro broke the mould in two ways as the founder of the Global Absolute Return Strategy (GARS) fund
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Features
Ahead of the Curve: Fund managers must face fire too
Matthew Spencer argues that investment managers should feel the pain when they under-perform and not just share in the upside
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Features
Investment: Brexit proofing
Christopher O’Dea reports on the implications for institutional investors arising from the UK’s referendum on European Union membership
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Features
Currency hedging 2.0
Ugo Lancioni, Fredrik Repton and Nikola Petrovic argue that it is possible to make currency hedging more forward looking and better integrated into asset allocation
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Features
Convexity: the perfect trade?
Chris Brandt outlines how investors can make use of convexity in fixed income portfolios
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Features
Bond Strategy: Time to reallocate?
Nimisha Srivastava and Harald Eggerstedt call for a rethink of fixed-income investment in the face of the ECB’s asset purchase and QE programmes
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Features
Macro Matters: Beware the exit genie
Most Brexit speculation seems to be focused on consequences for the UK should it leave the EU, says Bob Swarup. But the result could well be the beginning of the end for the European project
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Features
Ahead of the Curve: There’s gold in currency trading
Christopher Cruden makes the case for investing in gold by treating it as a major currency
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ESG: The circle of life
Susanna Rust delves into the circular economy and why it matters for long-term institutional investors
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Features
Proxy access: Flexing muscles
Big US public pension plans want listed companies to include shareholders’ director nominees in company proxy statements
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Features
Private Equity Fees: Standardisation still elusive
A string of initiatives has attempted to resolve the complexity and opacity of private equity fees. One of latest such initiatives has received mixed reviews from European investors
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Features
Behind Chinese walls
Liyu Zeng and Priscilla Luk analyse the challenges in designing a benchmark to measure the performance of both offshore and onshore listed companies
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Interviews
Strategically speaking: Nikko Asset Management
From a European perspective the story of Japanese finance over the decades seems to be one of dramatic rise followed by spectacular fall
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Features
Ahead of the Curve: The investment conundrum
Alan Porter argues that investors should favour businesses that prioritise long-term capital investment rather than simply seeking out those paying high dividends
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Features
Investment: Convex protection
With record-low corporate spreads and volatile equity markets, is it time to take a closer look at convertible bonds?
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Features
CEE equities – Middle ground promise
David Turner assesses why Central and Eastern European equities are catching the eye of many investors
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Features
Commodity Prices: If only we could blame China
Niels Jensen argues that the strong dollar and rising debt levels among emerging market corporates bear some of responsibility for the slump in global commodity prices
