Latest Special Reports – Page 93
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Special Report
Latin America: Domestic influences
To gain exposure to the domestic story, investors need to dig below the global LBO activity that has dominated the region, finds Joseph Mariathasan
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Latin America: The long road ahead
Quality assets are not cheap, but those prepared to finance greenfield sites in Latin America can be well rewarded for taking diminishing risk, writes Cécile Sourbes
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Latin America: The fat of the land
Fertile soil and good water supply – but lagging development – present a compelling opportunity for agriculture investors, finds Stephanie Schwartz-Driver
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Latin America:Waking up from the Chilean nap
At its annual ex-US meeting, the Harris School’s Dean’s International Council heard from a range of officials about how Chile is developing and implementing public policies to reach its development goals. Christopher O’Dea reports
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Latin America: Across the Tropic of Capricorn
Chile’s well-funded pension scheme has been a major factor in the country climbing the global economic ladder. And minister of finance, Felipe Larraín Bascuñán, claims that in these tough economic times Chile’s strength will be ‘part of the solution’. Christopher O’Dea spoke to him
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Latin America: Long and short south of the border
Improving regulatory and economic environments are helping the Latin American hedge fund industry mature beyond the locally driven investment culture. Joel Kranc reports
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Off the starting blocks
Across central and eastern Europe, the extent to which countries have launched themselves off the ESG starting blocks varies greatly. Nina Röhrbein reports
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Great expectations
ESG investing is growing in popularity, as Sofie Gravers Jacobsen analyses the results from Kirstein’s investor survey
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CO2 on file
Corporates are making patchy progress on the disclosure of their carbon emissions, writes Elisabeth Jeffries. Mandatory disclosure would be a struggle for many
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Turning Japanese?
Technical signals from the bond markets and fundamental economic parallels have spooked some commentators about the ‘Japanisation’ of the world. Anthony Harrington asks if we should be bracing ourselves for the inevitable ‘lost decades’
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And what about Japan itself?
Clearly the view a fund manager takes of Japan’s short to medium term macro prospects has a strong determining influence on their view of Japanese equities. Simon Edelsten, senior fund manager of the Artemis Global Select Fund, likes the fact that neither Japan – nor the rest of Asia – has adopted the EU’s penchant for austerity, or seen their banks have to de-lever to the same extent.
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Too early to tell
It’s clear to everyone that globalisation is re-shaping the world economy. But Maha Khan Phillips asks questions of the consensus around which sectors will benefit
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The shipping news
The shipping business would seem to be directly linked to the health of the world economy. Why would you want to invest as the world slows down? Lynn Strongin Dodds finds that it is not that simple
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Rich diversity
The bewildering variety of multi-asset funds can make them difficult to compare. But Martin Steward thinks that 2011 has revealed some useful patterns
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SRI education must continue
A Eurosif study shows a lack of knowledge among European corporate pension funds is hampering greater adoption of ESG factors in their investment strategies, writes François Passant
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Forests into fixed income
Despite being relatively new to the fixed income market, green bonds offer responsible investors a good opportunity to invest sustainably. Nina Röhrbein reports
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Currency: The world rebalances
Do not be surprised when today’s immense macroeconomic stresses find an outlet in global currency markets, writes Anthony Harrington. And if you can, ready yourself to take advantage
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Currency: The FX of turbulence
Currency alpha management is not only well-suited to turbulent markets, argues Jay Moore. It also responds well to stress testing against extreme scenarios
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Currency: The future (or not) of the euro
A strategically-placed relative has left Neil Record with the lowdown on how the euro crisis is perceived at the top table of European politics. Here’s what he learned
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Currency: Riding the ‘Redback’
China’s renminbi is set to become one of the world’s major reserve currencies. Philip Poole anticipates more supply of RMB-denominated bonds to foreign investors to fuel that project O
