Investment Strategies – Page 20
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Asset Class Reports
Global Equities: Beta made better
Martin Steward asks why some investors are treating long/short equity as an ‘equity replacement’ – and what practical challenges face those who do so
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Features
Catastrophic year is a signal to buy
More pension funds are investing in insurance-linked securities. Daniel Grieger and Kristina Poliakova argue that recent natural catastrophes have made them even more attractive
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Interviews
Clear signals in the fog
When IPE first spoke with Ian Heslop about the post-crisis refinements that Old Mutual Asset Managers (OMAM) had made to its quantitative equity models, it was June of 2011. The sun was shining – literally, and (for quants) metaphorically, too.
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Special Report
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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Special Report
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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Special Report
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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Features
(Really) high yields
Dramatic repricing has opened up opportunities in high-yield, finds Lynn Strongin Dodds
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Special Report
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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Features
Still as safe as houses?
Denmark’s mortgage bonds have never defaulted – in 215 years. Rachel Fixsen reports on why questions are suddenly being asked
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Asset Class Reports
Sovereign Bonds: Old certainties crumble
Politics, not economic fundamentals, will determine the future of the developed world’s bond markets. Joseph Mariathasan finds this causing fixed income managers untold headaches
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Asset Class Reports
Sovereign Bonds: Over-priced, over-exposed…
…over my dead body? Despite other options, Martin Steward finds pension funds struggling to let go of core government bonds
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Asset Class Reports
Sovereign Bonds: Dodging bullets
The US downgrade did not rock the foundations of the US Treasury market, and might even have sent a healthy signal to Washington’s elite, writes Emma Cusworth
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Asset Class Reports
Sovereign Bonds: Sustainable sovereigns will pay their way
Balazs Magyar shows that environmental and social, in addition to fiscal sustainability, have had a material effect on sovereign bond returns
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Special Report
Do ESG strategies hurt performance?
Iordanis Chatziprodromou asks if there are identifiable risks associated with general ESG-driven investment strategies
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Special Report
Pharmas in better health
Although improving, the pharma sector still has social and environmental challenges to address. Nina Röhrbein reports
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Features
Ukraine’s stock exchanges pepare for rationalisation
Iain Morse explains why the former member of the Soviet bloc has such a complicated system and why it is difficult to change
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Interviews
Focus and flexibility
Few can claim to have been investing in emerging markets for 130 years. But Martin Currie & Co was helping to finance the North American railroads in the 1880s, when the US occupied the spot that China occupies today. That pioneering spirit lived on; it made its first Japanese investments in the 1960s, opened an office and a fund in China in 1997, and rolled out its first hedge fund – long/short Japan – in 2000. A new strategy partnership with Singapore’s APS Asset Management looks set to be a leading independent A-share active equity business.
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Interviews
Happy in its own little world
With new funds springing up or existing ones growing, the winds seem to be blowing favourably again for cleantech investments.
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Special Report
Securities Services: Fund administrators gear up for change
In a nascent market where there is everything to play for, private equity fund administrators are gearing up for a host of regulatory and market changes, writes Maha Khan Phillips
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Special Report
Securities Services: Big is becoming beautiful
The traditional, independent boutique hedge fund administrator will feel the pressure of progressive onshoring and regulation, reports Iain Morse
