All articles by Lynn Strongin Dodds – Page 5
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Special Report
Are risk parity funds staying true to their name?
There is a growing divide between the theory behind risk parity strategies and the investment products on offer
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Special Report
Credit: Dutch mortgage market thrives as investors pour in
Assets held in Dutch mortgage funds grew by a staggering 81% or €3bn during 2014
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Special Report
Hybrid securities revolution is here to stay
In just three years corporate and financial hybrid securities have become a major new feature of the fixed-income landscape
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Special ReportSmart beta and fixed income: Here for the duration
Smart beta would appear to make a lot of sense in fixed income, but market peculiarities can add complexity to many of the resulting products
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Special ReportBeta, smart beta, alternative beta: Extracting equity market risk
Those who criticise the smart beta concept suggest other ways to extract equity market risk
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Special Report
Special Report, The M&A Cycle: Feeding frenzy
While European valuations have dipped recently thanks to growth fears, cash and equity-rich trade buyers are still competing for assets against the private equity titans like never before, finds Lynn Strongin-Dodds
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Special Report
Special Report - Emerging Markets: Safety first?
Claims that emerging market investors herded into quality companies in the first half of 2014 raise concerns about troubled times ahead. But as Lynn Strongin Dodds finds, some of that trade has already unwound – and there is a strong counter-argument that investors were, in fact, looking for growth rather than safety
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Special Report
Pension Fund Governance: Independent thinking
As the world gets more complex, professional independent trustees may come into their own. But, as Lynn Strongin Dodds writes, the choices have to be thoroughly considered, and some potentially serious pitfalls avoided
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Special Report
Risk and Portfolio Construction: Beefing up the midfield
Investors that need both to limit the volatility of their funding-levels and achieve returns in excess of their liabilities face the twin challenge of low-growth and rock-bottom interest rates. In response, Lynn Strongin Dodds finds them adapting their traditional ‘barbell’ portfolios, albeit slowly, into something more broadly diversified
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Special Report
Credit: Bridge loans
Debt offers a different set of cash-flow risks for pension fund investors in infrastructure. Lynn Strongin Dodds looks at the variety of assets available and the regulatory background to investment decisions
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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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Country Report
The Netherlands: All eyes on the homeland
Pension funds are under pressure to raise their domestic investments from the current level of 14%. Lynn Strongin Dodds looks at how they have dealt with this imperative
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Special Report
Real Assets: Sheltering under a roof
Property is limited in its ability to hedge inflation but it can certainly play a role. Rachel Fixsen and Lynn Strongin Dodds report on the diverse strategies to consider
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Asset Class Reports
Structured Credit: Wrong to buy?
Europe’s key RMBS markets remain subdued. Lynn Strongin Dodds reports on whether the lack of activity is just about bank stresses – or a more fundamental economic malaise
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Special Report
The Euro-Zone: A rising tide
A flood of global liquidity is floating all of the euro-zone’s boats – even those, like the Netherlands and France, whose economies have taken a turn for the worse. Lynn Strongin Dodds looks at the dynamics
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NewsEnvironment Agency PF hires Townsend for real-assets push
UK – Existing property portfolio to sit alongside infrastructure, farmland, forestry.
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Special Report
Insurance-Linked Investments: Doctor in the house?
Lynn Strongin Dodds outlines the importance of quality medical underwriting and ongoing assessment of life expectancies in the traded life policy world
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Features
The business of uncertainty
Lynn Strongin Dodds takes a look at a sector beset by uncertainty over regulations, profitability and dividends
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Special Report
Outlook 2013: Euro Scenarios: Open for business
Lynn Strongin Dodds finds most investment managers looking favourably on European equity markets once again
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Special Report
Risk Managed Equities: Theory and practice
Low-volatility portfolios seem, empirically, to outperform high-volatility portfolios, and there are plenty of theories to explain why. But Lynn Strongin Dodds finds practitioners tinkering with the pure expression of this insight because lowering volatility risk results in other risks popping up in its place
