All Special Report articles – Page 94
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Forests into fixed income
Despite being relatively new to the fixed income market, green bonds offer responsible investors a good opportunity to invest sustainably. Nina Röhrbein reports
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Too early to tell
It’s clear to everyone that globalisation is re-shaping the world economy. But Maha Khan Phillips asks questions of the consensus around which sectors will benefit
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Rich diversity
The bewildering variety of multi-asset funds can make them difficult to compare. But Martin Steward thinks that 2011 has revealed some useful patterns
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SRI education must continue
A Eurosif study shows a lack of knowledge among European corporate pension funds is hampering greater adoption of ESG factors in their investment strategies, writes François Passant
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And what about Japan itself?
Clearly the view a fund manager takes of Japan’s short to medium term macro prospects has a strong determining influence on their view of Japanese equities. Simon Edelsten, senior fund manager of the Artemis Global Select Fund, likes the fact that neither Japan – nor the rest of Asia – has adopted the EU’s penchant for austerity, or seen their banks have to de-lever to the same extent.
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Currency: The world rebalances
Do not be surprised when today’s immense macroeconomic stresses find an outlet in global currency markets, writes Anthony Harrington. And if you can, ready yourself to take advantage
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Currency: The FX of turbulence
Currency alpha management is not only well-suited to turbulent markets, argues Jay Moore. It also responds well to stress testing against extreme scenarios
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Currency: The future (or not) of the euro
A strategically-placed relative has left Neil Record with the lowdown on how the euro crisis is perceived at the top table of European politics. Here’s what he learned
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Currency: Riding the ‘Redback’
China’s renminbi is set to become one of the world’s major reserve currencies. Philip Poole anticipates more supply of RMB-denominated bonds to foreign investors to fuel that project O
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Currency: The future of the renminbi
Routes other than ‘dim sum’ bonds might make more sense for exposure to China’s currency over the short term, suggests Hayden Briscoe
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Public meets private
Infrastructure is highly visible and long term, so investors need to stay in control of ESG concerns. Nina Röhrbein reports
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Currency: A game of relativity
The Swiss National Bank’s most recent intervention brought blessed relief to Switzerland’s pension funds. Emma Cusworth assesses the trade-off between capitulation to haven hunters and rising inflation
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Currency: The real thing?
Using emerging market currencies to exploit the ‘Balassa-Samuelson’ hypothesis is a seductive idea, writes Martin Steward. But it might not work in a new world of ‘inflation tolerance’
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Currency: Coming together in a crisis
Far from prising the euro-zone apart, Frank Velling argues that current traumas will bind members closer together
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Germany: Investing in investors
Martin Steward asked Michael Klimek about his company’s innovative co-operation model in investment management
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Germany: Lone wolf
Martin Steward meets a manager offering an unusual combination of small-cap and absolute-return option strategies
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Germany: Long-term growth
The overall DAX pension funding level has risen slightly, according to Thomas Jasper and Alf Gohdes
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Do ESG strategies hurt performance?
Iordanis Chatziprodromou asks if there are identifiable risks associated with general ESG-driven investment strategies
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Germany: A new driver
In July, Thomas Richter took over as head of the German asset management association. He tells Barbara Ottawa he wants to improve the industry’s image in retirement provision
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Germany: Active and domestic
Nina Röhrbein reviews a recent study on Spezialfonds demand from the investor’s perspective
