Latest Special Reports – Page 59
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Special Report
Driven by innovation
Perhaps no instruments reflect the diversity and innovation of the financial sector better than exchange-traded funds (ETFs). They are also now a firm fixture of pension fund investing, embraced by 37% of European institutional investors, as EDHEC-Risk’s latest survey shows.
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Global Energy: Something new under the sun
An overview of the global energy sector shows the world’s relationship with energy is being transformed, writes Carlo Svaluto Moreolo
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Credit Outlook: Selective opportunities
Investors are re-examining credit fundamentals following the strong market gyrations of early 2016. But, as Joseph Mariathasan finds, there are still concerns about spread levels, liquidity and on-going concerns about the macroeconomic environment
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Special Report
Trends that will shape the ETF market
Few doubt that ETF use will grow in the years ahead. Three out of four participants in a recent PwC survey believe the market will at least double by 2020 to US$5trn (€4.4trn)1. BlackRock believes European ETFs will reach US$1trn a year earlier, in 2019.
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Oil & Gas: In search of moats
Joseph Mariathasan asks whether investors should take a bullish or a bearish stance on the low oil price
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Addressing current liquidity concerns
Two years ago, BlackRock’s chief executive Larry Fink warned that structural problems with leveraged ETFs had the potential one day to “blow up” the industry. While the alleged explosion hasn’t yet happened, does that mean the danger has gone away?
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Special Report
Life in an alternative universe
Structural changes in pension fund asset and liability profiles are making alternative credit more attractive to pension funds. This is transforming fixed-income allocations as investors navigate a new universe and compete for scarce assets
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Special Report
Oil and gas woes fuel deal appetite
Energy price falls and financing pressures are attracting the attention of credit and hedge fund investors on the lookout for cheap energy assets, says Jennifer Bollen
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Observations on ETF liquidity
The exchange-traded fund (ETF) market continues to grow rapidly in size and popularity, reaching $3trn in assets worldwide
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Special Report
MENA holds sway
Middle East and North Africa countries will continue to rule in the oil market, although budget deficits are a growing threat, according to Cyril Widdershoven
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Investor case study: Fonditel
Fonditel is a curio in the Spanish savings market. With almost €3bn under management it is by far the largest funded company pension arrangement, for sponsor and owner Telefonica
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Iran: Tomorrow’s energy superpower
Relief from UN sanctions unlocks few energy-related investment opportunities in Iran, but the long-term potential is significant
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Special Report
Understanding factor investing
Interest in factor investing is increasing. According to Morningstar data, over 60 smart beta-related ETFs were launched in 2015 in Europe, almost double the number launched in 2014
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Advanced engineering
Factor investing has powered the growth of generic smart beta strategies underlying the broad ETF market. But it is entering a new phase of development that is seeing institutional investors move from studying the approach to adopting tailored versions
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Technology: Positive chemistry
Christopher O’Dea reports on how technology is transforming the energy sector
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Special Report
Smart beta strategy evaluation and due diligence
Factor investing seeks to identify and capture broad, persistent drivers of return. It is the formalisation of, for example, the idea of seeking inexpensive companies (value investing) or high quality balance sheets (quality investing) – intuitive investment styles that have long been part of the active management toolkit
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Special Report
Mind the infrastructure gap
Energy infrastructure will remain a relevant and interesting field for asset owners as governments look to plug the investment gap, finds Jonathan Williams
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Investors: Focused approaches
A look at how and why pension funds are implementing alternative credit investment strategies
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Asset Allocation: Credit where credit’s due
Alex Koriath explores why and how pension funds may want to consider a diversified portfolio of credit strategies
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Special Report
Asset-Backed Lending: Take your pick
Europe offers good prospects for asset-backed lending with opportunities for investors to step into the shoes of banks in certain markets, reports Lynn Strongin Dodds
