All Investment Briefing articles – Page 17
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Features
Unconventional wisdom
The search for yield is leading investors to hunt down illiquidity premia. Florian de Sigy and Benjamin Keefe make the case for secondary hedge fund interests
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Toxic assets, or toxic prices?
Charlotte Moore finds that the anticipated flow of bank assets is more likely to be a trickle – thanks to the very regulation that was supposed to open the floodgates
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Over-funded, over 2008… and over here
US players are set to rule distressed Europe, writes Jennifer Bollen, but local players could offer crucial cultural advantages
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Smooth operators
The Swiss are taking pains to make their banks as risk-free as possible to ensure client loyalty, finds Iain Morse
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Restless continent
Africa is set for a busy year of elections – and it has already experienced an old-fashioned coup. Charlotte Adlung assesses the political risks behind the investment opportunities
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Boarding time approaches
For liquid investors with an eye on the medium term, investing in the maritime industry could be just the ticket, argues Marcel C. Saucy
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Private assets on public markets
Listed private equity struggles to drum up interest even from private investors. Anthony Harrington asks, does it have any role to play in institutional portfolios?
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Political decisions for investors
Helene Williamson outlines the complex process of assessing political risk in emerging markets and warns investors they ignore this risk their peril
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Small is beautiful
Smaller companies make up the vast majority of the economy, are better-aligned with shareholders, more entrepreneurial – and not necessarily young and inexperienced. No wonder they both outperform and diversify large-caps, writes Nick Hamilton
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A nugget of risk reduction
Marcus Grubb summarises a new study of the diversification benefits that gold offers to a euro-based institutional investor
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FeaturesIn defence of pro-cyclicality
Adina Grigoriu asks, is pro-cyclical risk management necessarily a cost – or can it be an unexploited source of performance?
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Low beta, high benefits
The significant outperformance of apparently ‘low-risk’ stocks over time is a well-known ‘anomaly’ in investment theory. Martin Steward asks, if it is an anomaly, won’t it eventually be corrected?
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One year later
The Tohoku earthquake of March 2011 was one of the most devastating natural disasters of recent times. Martin Steward asks if it has changed the way investors look at their Japanese equity portfolios
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Keiretsu culture
Japan’s corporate governance culture has been moving, albeit slowly, towards Western models. But Nina Röhrbein finds that the Olympus scandal could lead to some push-back
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Features
The real safe haven?
High yield is priced so keenly it would take a euro-zone break-up to really threaten investors, finds Anthony Harrington
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One step forward, two steps back
Given the problems in Europe, distressed debt would appear to be all the rage, writes Joel Kranc. But waiting out events might prove to be even more lucrative
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Back to the real economy
Government and bank debt is the problem, not the solution, writes Christine Johnson. If you want safety, follow the money – to large corporates
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Features
An historic opportunity
Regulatory pressure, changes to the market structure and an ongoing de-leveraging process make the financial sector compelling for bondholders, argue Robert Montague and Satish Pulle
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Going global for inflation
In Europe, it seems pricey to buy inflation, whether for liability-hedging or simple wealth preservation. Brendan Maton looks further afield
