All Investment Briefing articles – Page 10
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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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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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Convertibles: A fundamental shift
Convertibles are gradually being recognised as an asset class in their own right
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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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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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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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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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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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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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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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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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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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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
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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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
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
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
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Features
Economic Policies: Pendulum swings towards use of fiscal stimulus
There is at least one respect in which President-elect Donald Trump is thoroughly mainstream. His support for a fiscal stimulus is shared by an increasing number of leaders across the western world
