Latest Special Reports – Page 78
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Special Report
Africa: Pivotal point
African countries tapped the eurobond market for a record amount of funds in 2013, and now stand at a pivotal point. Christopher O’Dea finds those with sound financial policies will continue to attract capital, while those that squander proceeds will fall out of favour with global investors
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Special Report
Africa: A work in progress
Daniel Ben-Ami looks at North Africa and finds that, while pursuing the positive stories associated with Egypt may still be something of a gamble, Morocco offers a less risky way to exploit some similar themes
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Special Report
Africa: Out of Africa, off-exchange
Joseph Mariathasan considers the pros and cons of listed and unlisted sectors in Africa, and concludes that investors should probably let the lines blur to get the most out of the region
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Special Report
Africa: Could Africa feed the world?
Anthony Harrington asks whether the inextricable links between agriculture and infrastructure will constrain or unleash investment in Africa’s food-production potential
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Special Report
Africa: Real estate opportunities
Daniel Metcalfe outlines the development of commercial real estate in sub-Saharan Africa, which is increasingly a story of tight supply
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Special Report
Near the cliff edge
Elisabeth Jeffries asks whether investors will be discouraged by an end to specific renewables targets for EU member states
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Special Report
Credit: Don’t bank on it
The disintermediation of Europe’s credit markets is getting everyone excited. But Martin Steward asks how easy it will be for asset owners and managers to reproduce the banking business models
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Special Report
Credit: A third way
Liam Kennedy outlines how Natixis, in partnership with insurers Ageas and CNP Assurance, has created an alternative to direct infrastructure lending and investment through funds
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Special Report
Credit: Preparing the ground
A latecomer to credit asset classes, the UK’s East Riding Pension Fund has nonetheless built a rich and varied foundation for its longer-term portfolio strategy, finds Martin Steward
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Special Report
Credit: A comeback for asset-backed?
While US ABS markets have roared back to life, Europe lags. Charlotte Moore finds that most banks have cheaper ways to get financing at the moment, but that regulation may ultimately play into the hands of pension fund investors
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Special Report
Credit: The waiting game
The big rush of distressed assets anticipated from the financial crisis never materialised. Jennifer Bollen asks if the delayed opportunity is about to come good, and what kind of opportunity it might be
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Special Report
Credit: Doing what it says on the tin?
A multi-asset approach to credit makes a lot of sense. But, as Emma Cusworth finds, it is easier said than done and the choices are complex and diverse
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Special Report
Investing for Income: Cash is king
The background to this month’s Special Report is the confluence of several tremendously powerful forces acting on both the preferences of capital and the enterprises that are the destinations for that capital.marin
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Special Report
Investing for Income: Corporates worldwide turn on the cash taps
The years since the financial crisis have seen global company dividends and share buybacks increase markedly, for reasons both good (earnings recovery) and not so good (caution about investing for growth). Lynn Strongin Dodds surveys the new landscape
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Special Report
Investing for Income: A cache of cash
The tech sector has amassed historic levels of cash but distributes very little of it. Joel Kranc asks whether current management can help the sector look at its model differently
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Special Report
Investing for Income: The other vampire squids
Are yield-hungry institutions and the circling sharks of the activist world sucking corporations dry? Martin Steward asks investors how they see their responsibilities
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Special Report
Investing for Income: Executive pay, shareholders and the economy
Skewed management incentives have encouraged companies to give lots of cash back to their shareholders, writes Andrew Smithers. But this will be damaging to the economy and to long-term investors
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Special Report
Investing for Income: Buy, buy love?
Companies can return cash to shareholders via dividends or the more contentious share buybacks. Jennifer Bollen asks who are the real beneficiaries of a buyback programme
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Special Report
Investing for Income: Good value, high quality
Charlotte Moore explores the factor risks inherent in various strategies designed to generate equity income
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Special Report
Investing for Income: The futures look bright
Emma Cusworth finds investors looking for pure dividend bets and an illiquidity premium willing to take the other side from the traditional bank players in dividend futures trades
