All articles by Lynn Strongin Dodds – Page 6
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Special Report
Commodities: Equities suffer from dematerialisation
Is recent share-price disappointment a sign of things to come in the extractive industries? Lynn Strongin Dodds finds mining becoming more expensive just as China, one of the biggest commodity markets, begins to reduce its demand
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Special Report
Liability-Driven Investing: Enhancing returns while managing risk
Lynn Strongin Dodds surveys the active management techniques and diverse set of instruments that are now found in
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Special Report
Boutique Asset Managers: In at the ground floor
Even if the performance benefits of early-stage managers might be contested,Lynn Strongin Dodds identifies further positives in the form of negotiated fees, revenue sharing and direct-ownership 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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Asset Class Reports
Hedge Funds: Once bitten... twice shy
The year 2011 has been a good one for emerging hedge fund talent. However, prospective candidates are being put through their paces by cautious investors, finds Lynn Strongin Dodds
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Special Report
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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Features
(Really) high yields
Dramatic repricing has opened up opportunities in high-yield, finds Lynn Strongin Dodds
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IP Asia
How the Euro crisis affects investments
by Lynn Strongin Dodds - Prime office space is the only property sector expected to show capital growth in 2012.
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Features
The long and short of it
With the deep-value trade over and macroeconomic volatility abundant, Lynn Strongin Dodds assesses the case for absolute return in credit
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Special Report
Credit: Steady as she goes
Even Europe’s most sophisticated pension funds took a sober view of the greatest credit value opportunity of all time, finds Lynn Strongin-Dodds
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Special Report
Commodities: Beyond oil
Lynn Strongin Dodds considers the extra diversification benefits available from commodities with weaker links to the industrial cycle
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Special Report
The Engaged Investor: Credit for ESG
There are plenty of opportunities for shareholders to make their ESG views known to boards. Bondholders, however, have fewer chances, but they are applying some creativity. Lynn Strongin-Dodds reports
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Features
Cashflow kings
Any long-term investor should be a dividend investor, notes Lynn Strongin Dodds. But the rules of the game are changing
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Special ReportPortfolio Construction: It’s the economy, stupid
Efforts to diversify have for too long assumed that we live in non-cyclical economies, and ignored the mix of economic factors that drive asset-class risk. Lynn Strongin Dodds takes a tour of some alternatives
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Special Report
Carry on recovery
Uncertain economic recovery and the global rebalancing to a ‘new normal’ argues for volatility and directional emerging market FX trades, but Lynn Strongin Dodds finds that it’s too early to write off the carry trade
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Special Report
Multi-strategy gains currency
Investors should adopt a broad and diversified approach when investing in currency markets, finds Lynn Strongin Dodds
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Special Report
Natural assets
The equity of natural-resource producers is not perfectly correlated with commodities, but that is why they represent a useful, diversified exposure to the long-term commodity story, finds Lynn Strongin Dodds
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Special Report
Back to basics
Years of under-investment in risk management cannot be solved simply by buying the hottest new technology, warns Lynn Strongin Dodds
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Features
The old ways are out
Convertible bond issues have been thin on the ground in this recession, but sooner or later even highly-rated large-caps may tap the market for refinancing, says Lynn Strongin Dodds
