All articles by Lynn Strongin Dodds – Page 6
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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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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
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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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
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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
