Investment Strategies – Page 17
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Asset Class Reports
Small & Mid-Caps: The small-cap dilemma
Small-caps promise so much as an asset class. But Joseph Mariathasan outlines just how difficult it can be to create a viable business out of managing them
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Special Report
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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Features
Changed landscape
Iain Morse outlines the effect impending regulations will have on the custody industry and defined benefit pension funds
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Asset Class Reports
Small & Mid-Caps: Bulls and bears square up
Being on the defensive has paid in 2011, writes Martin Steward. But the US is a confusingly mixed prospect for the coming year
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Features
One step forward, two steps back
Given the problems in Europe, distressed debt would appear to be all the rage, writes Joel Kranc. But waiting out events might prove to be even more lucrative
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Features
Back to the real economy
Government and bank debt is the problem, not the solution, writes Christine Johnson. If you want safety, follow the money – to large corporates
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Interviews
Alternatives – with pensions DNA
Sometimes a company’s best investments aren’t in businesses or financial markets. When Jack Coates took over management of the pension plan for US forest products firm Weyerhaeuser in 1985, he was returning to full-time work after the company let him pursue a PhD while working part-time in his international treasury position. That investment was to pay off handsomely. His research led him to understand how alternative investments could be relevant to the challenge he saw before the Weyerhaeuser pension plan, which was under-funded and needed to generate higher returns without incurring too much downside volatility.
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Asset Class Reports
Small & Mid-Caps: The 800-pound gorilla
UK exposure – or lack of it – has been decisive in European small and mid-caps. But Martin Steward finds that managers have also had to contend with a difficult ‘risk-on, risk-off’ environment
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Asset Class Reports
Emerging Market Equities: Tide of history
Emerging markets, and their trade relationships with one another and the rest of the world, are changing. Traditional investment frameworks are struggling to remain relevant, writes Joseph Mariathasan
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Asset Class Reports
Emerging Market Equities: The evolution of fundamentals
Exposure to global smaller companies can capture diversification by market capitalisation, but also by developed and emerging market exposure, writes Nick Hamilton
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Asset Class Reports
Emerging Market Equities: Rooting for acorns
Somerset Capital finds a nice selection of tomorrow’s mighty oaks and quality local businesses among emerging small and mid-caps, writes Martin Steward
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Features
An historic opportunity
Regulatory pressure, changes to the market structure and an ongoing de-leveraging process make the financial sector compelling for bondholders, argue Robert Montague and Satish Pulle
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Features
Going global for inflation
In Europe, it seems pricey to buy inflation, whether for liability-hedging or simple wealth preservation. Brendan Maton looks further afield
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Special Report
Great expectations
ESG investing is growing in popularity, as Sofie Gravers Jacobsen analyses the results from Kirstein’s investor survey
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Interviews
Geneva conventions
Lombard Odier Darier Hentsch, the 215-year-old Geneva-based banking group, is, of course, a family business. It is just happy coincidence that both the father and brother of Hubert Keller, who co-heads the institutional asset management division, Lombard Odier Investment Managers (LOIM) alongside Thierry Lombard, spent parts of their career with the bank: Keller says he never came across it during his years on the sell-side in London, before joining in 2006.
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Interviews
Bringing the New World to the Old
The third quarter of 2011 was not much fun for Investec Asset Management (Investec AM).
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Special Report
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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Special Report
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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Asset Class Reports
Hedge Funds: The governance minefield
Milan’s ECPI assesses the sustainability of hedge funds’ portfolios – and their business models. Martin Steward spoke to CEO Paolo Sardi
