All Special Report articles – Page 100
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Special Report
Diversity revealed
The financial crisis and recession across Europe has uncovered fundamental differences between CEE economies and markets. Krystyna Krzyzak untangles what we have learned
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Convergence to emergence
There is much diversity in emerging Europe’s debt markets, finds Matthew Craig
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Clean India
Kirsteen Morrison identifies some showcase opportunities in renewable energy, water and agriculture in India
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PE hits CEE heights
Europe’s biggest LBO of 2009 was a CEE deal, reports Joseph Mariathasan. But it is difficult to see the region becoming a core emerging market private equity market like Asia
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Fees: The big issue
Size definitely affects active management risks and returns, writes Matthew Craig. But the relationship is by no means a simple one
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Fees: Beta-zero fees
Bernd Scherer tells Martin Steward that asset managers should take a good look at – and possibly hedge – the market risk embedded in their fees. How might that change the relationship with clients?
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Positive impact in Africa
A local presence and a tilt towards impact investing is the way to succeed on the final frontier, writes Nina Röhrbein
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Cleantech: no longer a dirty word
Smart grid and biomass are two sectors investors in renewables might consider if they are looking beyond the more traditional headline-hitting solar and wind energy. Nina Röhrbein reports
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Asset Allocation: Slow and steady
They are not racy or sexy and they are certainly not the next hot thing. But Peter Taberner finds that ‘high quality’ equities might suit investors’ jaded palettes
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Asset Allocation: Just got bigger
Euan G Munro discusses structural changes to the role of asset allocator and asks whether they should be empowered with further responsibilites within the investment process
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Asset Allocation: Raincoat and sunglasses
Today’s distorted and correlated markets confound asset allocation. Martin Steward asks when normalisation will be restored, and how to manage the transition
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SRI conquers non-equities territory
The emergence of new types of SRI strategy is a major factor in driving the market as Eurosif’s 2010 European SRI study highlights. Nina Röhrbein reports
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Inflation Assets: The Eternal Coin
In an age when plastic and digital forms are taking over the role of money, a coin that never loses value could be the solution to a lifelong problem, write Malcolm Cooper, Ian Harris and Michael Mainelli
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Inflation Assets: Timber
Investors recognise the inflation-hedging properties of timberland. Martin Steward asks whether it can be managed for regular inflation-linked cash flows
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Inflation Assets: Intricacies of infrastructure
Infrastructure can offer some inflation protection, but pension funds must know what they are doing, writes Maha Khan Phillips
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Inflation Assets: Safe as houses
Martin Steward looks at some alternative real estate-related cash flows for their inflation-sensitivity and minimal exposure to capital value volatility
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Inflation Assets: The great divide
Anthony Harrington surveys competing views on the direction of inflation and bond yields
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The Nordic Region: Early movers and growing assets
Susanne Jacobson and Linda Stany assess the role smaller investors are playing in the responsible investment area
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Inflation Assets: Infrastructure coming of age
Infrastructure assets are a great fit for pension fund portfolios, argues Danny Latham, but the sector needs more standardised risk and performance measures
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Gerrmany: Walk the talk
Murat Ünal argues that genuine corporate social responsibility should go hand in hand with socially responsible investment. Despite the prevalence of CSR policies in Germany, Austria and Switzerland, by contrast, only 10% of institutional investors actively invest along SRI criteria