All Special Report articles – Page 93
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Special Report
Equity Sectors: On the mend
Investors should stop obsessing about ‘patent cliffs’ and recognise the healthcare opportunities in an ageing population and growing emerging wealth, writes Charlotte Moore
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The evolution of corporate reporting
Sustainability reporting has yet to establish its presence but integrated reporting is trying to gain a foothold within the environmental, social and governance (ESG) arena. Nina Röhrbein reports
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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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Equity Sectors: All about the luxury brand
Charlotte Moore finds that the consumer sector is no longer all about staples and cyclicals, but rather brands and emerging markets
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Latin America:L’enfant terrible
Among the Latin American countries, Argentina, with its high inflation and capital restrictions, is arguably the most problematic investment prospect for investors, as Gail Moss finds
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Latin America: No more stereotypes
Having escaped the shackles of their stereotypes, Latin American countries today present to investors an attractive mix of low budget deficits, low public and private debt, and prudent monetary policy. Gail Moss reports
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Latin America: First place in Peru
Prima AFP would like to see limits on international investments liftged to that it can fully exploit its emerging consumer theme, writes Gail Moss
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Latin America: Funds that Brazilians bank on
FUNCEF and Banesprev are both moving to take advantage of Brazil’s evolving pension investment rules, writes Gail Moss
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Latin America: Domestic influences
To gain exposure to the domestic story, investors need to dig below the global LBO activity that has dominated the region, finds Joseph Mariathasan
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Latin America: The fat of the land
Fertile soil and good water supply – but lagging development – present a compelling opportunity for agriculture investors, finds Stephanie Schwartz-Driver
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Latin America: The long road ahead
Quality assets are not cheap, but those prepared to finance greenfield sites in Latin America can be well rewarded for taking diminishing risk, writes Cécile Sourbes
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Great expectations
ESG investing is growing in popularity, as Sofie Gravers Jacobsen analyses the results from Kirstein’s investor survey
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Off the starting blocks
Across central and eastern Europe, the extent to which countries have launched themselves off the ESG starting blocks varies greatly. Nina Röhrbein reports
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Latin America:Waking up from the Chilean nap
At its annual ex-US meeting, the Harris School’s Dean’s International Council heard from a range of officials about how Chile is developing and implementing public policies to reach its development goals. Christopher O’Dea reports
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Latin America: Long and short south of the border
Improving regulatory and economic environments are helping the Latin American hedge fund industry mature beyond the locally driven investment culture. Joel Kranc reports
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Latin America: Across the Tropic of Capricorn
Chile’s well-funded pension scheme has been a major factor in the country climbing the global economic ladder. And minister of finance, Felipe Larraín Bascuñán, claims that in these tough economic times Chile’s strength will be ‘part of the solution’. Christopher O’Dea spoke to him
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CO2 on file
Corporates are making patchy progress on the disclosure of their carbon emissions, writes Elisabeth Jeffries. Mandatory disclosure would be a struggle for many
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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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Turning Japanese?
Technical signals from the bond markets and fundamental economic parallels have spooked some commentators about the ‘Japanisation’ of the world. Anthony Harrington asks if we should be bracing ourselves for the inevitable ‘lost decades’
