In Depth – Page 38

  • Interviews

    M&G Fixed Income: Shining a light in the cracks

    October 2013 (Magazine)

    IPE editor Liam Kennedy sits down with M&G chief executive Simon Pilcher

  • Features

    More than meets the eye

    September 2013 (Magazine)

    The usual selling point for ETFs is that they are cheap, but that has rarely held for institutional investors. Anthony Harrington finds less obvious, but arguably more compelling, advantages

  • Features

    Nurturing Europe’s mid-market

    September 2013 (Magazine)

    Taron Wade and Alexandra Dimitrijevic look into efforts to expand Germany’s Schuldschein debt private-placement market to the rest of Europe

  • Interviews

    Bradesco AM: Taking local global

    September 2013 (Magazine)

    Surprisingly, for its size, Bradesco has spent most of its first 50 years as a resolutely local firm

  • EDHEC-Risk Institute launches smart beta index platform
    Features

    Be smart with smart beta

    September 2013 (Magazine)

    Stefan Dunatov emphasises the importance of consistency between strategy, investment beliefs and implementation when exploiting techniques like smart beta

  • Interviews

    Beyond US sub-prime

    July 2013 (Magazine)

    If Philip Weingord, co-founder and CEO of Seer Capital Management, isn’t ‘Mr Structured Credit’, then co-founder and CIO Richard d’Albert would be just as good a candidate.

  • Features

    Rating hybrids

    July 2013 (Magazine)

    Issuance of hybrid capital in Europe surged at the start of the year and is likely to remain elevated in the near term. Taron Wade discusses how such instruments are rated and why new issuers are getting involved

  • A high-yield lesson from history
    Features

    A high-yield lesson from history

    July 2013 (Magazine)

    Richard Ryan warns investors not to respond to apparently tight spreads in investment-grade bonds by simply stretching for the extra 260 basis points available from high yield

  • Features

    The case for the investment book of record

    July 2013 (Magazine)

    It is essential for investment decisions to be based on accurate and complete information, but obtaining that in the form of an investment book of record is easier for some asset managers than others, according to John Mayr

  • Features

    Is history quietly repeating itself?

    July 2013 (Magazine)

    With the system already as heavily leveraged as it was in 2007, markets are hanging on every word from Ben Bernanke. Dan James thinks this only adds to the feeling of déjà vu

  • Features

    If it looks like a duck

    July 2013 (Magazine)

    Hybrid corporate bonds are taking off as investors scramble for yield. But Martin Steward wonders if the hybdridity balance is shifting against investors

  • Features

    Rock ‘n’ roll yield

    June 2013 (Magazine)

    Music publishing rights are a proven inflation-sensitive cash-flow asset, and Martin Steward finds that fast-changing music consumption habits are generating not threats, but opportunities

  • Features

    Caution in the face of opportunity

    June 2013 (Magazine)

    Despite the growing clamour for funding, pension funds remain cautious about investing in infrastructure. Michael Wilkins analyses some of the barriers holding back potential investors

  • Unlocking alpha
    Features

    Unlocking alpha

    June 2013 (Magazine)

    New statistical techniques and the computing power to put them to work is opening a space for effective factor modelling of hedge funds, writes Robert J Frey

  • Interviews

    Of orange blood and quieting storms

    June 2013 (Magazine)

    It has been a stormy four years at ING Investment Management – but the skies are finally starting to clear. 

  • Features

    The fallacy of CB independence

    June 2013 (Magazine)

    Central banks are no longer independent of politics, argues Kommer van Trigt, and investors should take that into account

  • Features

    Stuck in the middle

    May 2013 (Magazine)

    The mezzanine-debt opportunity has not gone away. But Martin Steward finds that success will probably depend on both greater focus and flexibility

  • Features

    Choosing the middle way

    May 2013 (Magazine)

    René Biner offers a 21-year data set that reveals surprising facts about historical loss rates in European mezzanine debt – and the advantages of vintage-year diversification

  • Features

    Once upon a time in the East

    May 2013 (Magazine)

    It may not quite be cowboy capitalism, but a showdown is due in China, writes Gary Greenberg

  • Interviews

    An emerging markets coup

    May 2013 (Magazine)

    After a burst of acquisitive growth during its years as the investment division of Lehman Brothers, Neuberger Berman’s time as an independent asset manager has instead been spent redefining its brand, building track records and expanding its global reach.