Latest Special Reports – Page 80
-
Special Report
Corporate Governance: Can’t we all just get along?
Corporate governance thinkers believe peaceful co-existence between activist investors and company boards and management is at hand. Christopher O’Dea finds activism lauded as a valuable corrective mechanism that can improve performance
-
Special Report
Corporate Governance: Springing into action
It has been two years since the so-called Shareholder Spring, which saw a large number of investors voting against company proposals. Nina Röhrbein asks whether the movement maintained momentum, and how corporate governance has developed as a result
-
Special Report
Central & Eastern Europe Investment: Diversity in convergence
If there is one conclusion to draw from our survey of the investment opportunity in Central and Eastern Europe (CEE), it is the importance of acknowledging the diversity of the region.
-
Special Report
Central & Eastern Europe Investment: Eastward flows
Emerging Europe is looking ever more attractive to foreign investment flows, writes Daniel Ben-Ami. But should investors look east or south, to manufacturing or to retail?
-
Special Report
Central & Eastern Europe Investment: Fundamentally compelling
Despite emerging market turmoil, David Zahn argues that fiscal rectitude and a shared desire to join the euro sustain the investment cases for many eastern European bond markets
-
Special ReportCentral & Eastern Europe Investment: The emerging Cinderella
Private market investors remain wary despite the apparent robustness of eastern Europe’s opportunities, writes Jennifer Bollen
-
Special ReportCentral & Eastern Europe Investment: The twin peripheries
After years of turmoil, Europe has two groups of reformed economies at its southern and eastern edges. But Charlotte Moore finds that they are not equally-positioned, and both still include countries with deep problems
-
Special ReportCentral & Eastern Europe Investment: Latvia: Bounceback economy adopts the euro
Latvia is the eighteenth and newest member of the EU and was the fourth CEE state, after Slovenia, Slovakia and Estonia, to join the euro-zone.
-
Special ReportCentral & Eastern Europe Investment: Serbia: Knocking on the EU’s door and attracting ex-EU investment
Serbia is close to opening discussions on EU accession, which has long been a target for the country after the traumatic Yugoslav wars of independence during the 1990s.
-
Special ReportCentral & Eastern Europe Investment: Turkey: Growth, but with deficits and political uncertainty
Analysts and asset managers following Turkish markets say the main issues affecting future Turkish risk rating are Fed ‘tapering’, the development of European economies and domestic politics. Turkey is heading towards local elections in March and presidential elections in July 2014. Both will pave the way for general elections scheduled for the summer of 2015.
-
Special ReportCentral & Eastern Europe Investment: Lithuania: Euro membership versus Russia’s gravitational pull
Lithuania is tantalisingly close to qualifying for euro-zone membership in 2015. Inflation, which was responsible for the country failing in its 2007 attempt, has been tamed to within the Maastricht level.
-
Special Report
Outlook 2014: Nothing to lose but your supply chains
This summer I was lucky enough to spend my holidays travelling around Turkey.
-
Special Report
Outlook 2014: De-globalisation
Long-established patterns of global trade have started to change. Martin Steward looks into the reasons why, and the longer-term investment implications
-
Special Report
Outlook 2014: Smooth sailing or stormy seas?
Pension funds have long had an interest in global shipping as a way to benefit from global trade. As shipping rebounds, Christopher O’Dea reviews the long-range outlook
-
Special Report
Outlook 2014: As strong as the weakest link
Shorter supply chains may make it easier to monitor and manage risk, but Nina Röhrbein warns that they do not make the risk disappear
-
Special Report
Outlook 2014: From ukuleles to kidneys
Thirty years after the invention of 3D printing, the technology has brought mass customisation to consumers and huge growth opportunities to industrials, writes Jennifer Bollen
-
Special Report
Outlook 2014: The industrial renaissance
Labour, energy and technology revolutions are re-shaping globalisation. And while the initial gains appear to be in the US, Henk Grootveld sees potential across the developed world
-
Special Report
Outlook 2014: The coming US dollar drought
If the US imports less energy and exports more goods, its current account deficit could continue to shrink. Charlotte Moore asks what this means for economies reliant on US dollar liquidity
-
Special Report
Currency Management: Taming the FX volatility dragons
Even before the money set aside to pay back the US’s debts threatened to run out at the end of October
-
Special Report
Currency Management: Keep your FX hedge options
The environment since 2008 makes the case for dynamic hedging.
