Latest Special Reports – Page 92
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Special Report
Sovereign debt in sights of ESG ratings
Nina Röhrbein finds out how the sovereign debt crisis is affecting countries’ ESG rating
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Special Report
IPE at 15: Pension funds can shape the future of capitalism
Keith Ambachtsheer argues that pension funds are in a unique position to move capitalism in a direction that is more wealth-creating, more sustainable, less crisis-prone, and more legitimate than it is today
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Special Report
IPE at 15: A future for investment management
Saker Nusseibeh and Zuhair Mohammed outline a vision for institutional managers
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Special Report
IPE at 15: Winning the losers’ game
In an era where old certainties no longer hold, pension funds cannot afford to sit on the sidelines and let others do the heavy lifting, argues Amin Rajan
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Special Report
Equity Sectors: The best form of defence
If you must hold equities, during volatile times it pays to be invested in the ‘safest’ businesses. But Martin Steward finds a changing world challenging old assumptions about which sectors contain these defensive stocks
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Special Report
Equity Sectors: Sector success
Neptune Investment Management manages £6.5bn (€7.9bn) in almost 30 different equity strategies, pursuing a sector-driven philosophy. Martin Steward discussed the process with Douglas McDowell, head of client investment strategies
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Equity Sectors: Sitting ducks
Debt-ridden governments see them as cash cows and Fukushima has destroyed the nuclear consensus. Emma Cusworth wonders, are utilities still defensive, or are they now sitting ducks?
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Special Report
Equity Sectors: Fat pipes cure lean profits
Emerging markets and cloud-based services could balance-out the telecom sector’s poor pricing power, finds Anthony Harrington
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Special Report
Equity Sectors: Cashed-up and ready to grow
Institutional investors are underweight technology, but managers say the sector works well as a defensive play, finds Maha Khan Phillips
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Special Report
Equity Sectors: Don’t speculate to accumulate
The sectors offer better long-term prospects than short-term ones, writes Maha Khan Phillips
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Special ReportEquity Sectors: The evolution of sector risk
Ian Webster reveals that risk in European markets is currently being driven more by countries than sectors and that sector returns have become highly correlated. But a growing sector value spread may point to the next alpha opportunities
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Special Report
Equity Sectors: Don’t bank on it
Insurers, exchanges, asset managers, emerging-market banks – even US banks – will continue to outperform as the herd deserts the European banking industry, finds Lynn Strongin Dodds
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Special Report
Equity Sectors: On the mend
Investors should stop obsessing about ‘patent cliffs’ and recognise the healthcare opportunities in an ageing population and growing emerging wealth, writes Charlotte Moore
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Special Report
Equity Sectors: All about the luxury brand
Charlotte Moore finds that the consumer sector is no longer all about staples and cyclicals, but rather brands and emerging markets
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Special Report
The evolution of corporate reporting
Sustainability reporting has yet to establish its presence but integrated reporting is trying to gain a foothold within the environmental, social and governance (ESG) arena. Nina Röhrbein reports
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Special Report
Latin America: No more stereotypes
Having escaped the shackles of their stereotypes, Latin American countries today present to investors an attractive mix of low budget deficits, low public and private debt, and prudent monetary policy. Gail Moss reports
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Special Report
Latin America:L’enfant terrible
Among the Latin American countries, Argentina, with its high inflation and capital restrictions, is arguably the most problematic investment prospect for investors, as Gail Moss finds
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Special Report
Latin America: First place in Peru
Prima AFP would like to see limits on international investments liftged to that it can fully exploit its emerging consumer theme, writes Gail Moss
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Special Report
Latin America: Funds that Brazilians bank on
FUNCEF and Banesprev are both moving to take advantage of Brazil’s evolving pension investment rules, writes Gail Moss
