All Special Report articles – Page 81
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Special Report
Outlook 2014: Nothing to lose but your supply chains
This summer I was lucky enough to spend my holidays travelling around Turkey.
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Special Report
Outlook 2014: De-globalisation
Long-established patterns of global trade have started to change. Martin Steward looks into the reasons why, and the longer-term investment implications
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Outlook 2014: Smooth sailing or stormy seas?
Pension funds have long had an interest in global shipping as a way to benefit from global trade. As shipping rebounds, Christopher O’Dea reviews the long-range outlook
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Outlook 2014: As strong as the weakest link
Shorter supply chains may make it easier to monitor and manage risk, but Nina Röhrbein warns that they do not make the risk disappear
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Outlook 2014: From ukuleles to kidneys
Thirty years after the invention of 3D printing, the technology has brought mass customisation to consumers and huge growth opportunities to industrials, writes Jennifer Bollen
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Outlook 2014: The industrial renaissance
Labour, energy and technology revolutions are re-shaping globalisation. And while the initial gains appear to be in the US, Henk Grootveld sees potential across the developed world
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Outlook 2014: The coming US dollar drought
If the US imports less energy and exports more goods, its current account deficit could continue to shrink. Charlotte Moore asks what this means for economies reliant on US dollar liquidity
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Stress-testing the water
Nina Röhrbein investigates water-related investment opportunities, which are now starting to attract institutional investors
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Currency Management: Taming the FX volatility dragons
Even before the money set aside to pay back the US’s debts threatened to run out at the end of October
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Currency Management: Keep your FX hedge options
The environment since 2008 makes the case for dynamic hedging.
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Currency Management: Side effects of short duration
The key active currency strategies of carry and momentum come into their own in a rising-interest-rate environment with greater dispersion of interest rate differentials.
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Currency Management: Keep calm and carry on?
Consultants hope that a healthy volatility is returning to FX markets to lure back pension funds, writes Angela Henshall. But does the strategy debate still need to move on?
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Currency Management: Below the volatility surface
Lorenzo Naranjo and Carmen Stefanescu discuss the value of extracting foreign exchange rate expectations from FX option prices
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Transparency under the spotlight
The mandatory reporting regime of the UN Principles for Responsible Investment has caused controversy. But advocates say it will shine a light on ESG integration. Mark Nicholls reports
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Are loyalty shares a game-changer?
Nina Roehrbein asked Mirjam Staub-Bisang about sustainable investment in Switzerland
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Special Report
Real Assets: The real risk from real assets
What is a ‘real asset’? And why would an investor want it?
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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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Real Assets: Pricing powers
Jennifer Bollen explores claims that infrastructure can offset inflation and asks if infrastructure portfolios can be optimised to protect against inflation
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Real Assets: Seeing the forest for the trees
A slow housing market during the financial crisis certainly hacked away some of timber’s appeal. But Joel Kranc finds that the long-term potential remains strong
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Special Report
Real Assets: Performing in the real world
How well have direct investments in real assets performed over the long term? Martijn Cremers outlines the latest research, and challenges some assumptions about inflation protection and diversification
