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Private Equity: Springclean for portfolios
01 May 2013
Joseph Mariathasan looks at the challenges facing pension fund limited partners trying to manage the size, complexity and risk exposures of their private equity portfolios
Private Equity: Secondaries redefined
01 May 2013
Traditional secondary sales are rarely suited to problematic ‘end-of-life’ or ‘disrupted-cycle’ funds. Jennifer Bollen looks at some innovative, but complex, liquidity solutions
Private Equity: Bridging the gap
01 May 2013
Martin Steward meets the co-founders of OceanBridge Partners, whose flexible new model aims to maximise the potential of private equity investing
Private Equity: Is mega back?
01 May 2013
With the high-yield market on fire and household names being plucked from public markets, Joseph Mariathasan asks if we are heading back to the heady days of the 2006 ‘mega’ buyout
Private Equity: Palico: Online dating for LPs and GPs
01 May 2013
As our main feature reveals, there are more than a few private equity limited partners (LPs) facing resource problems as the industry fragments and spreads beyond the traditional centres of North...
US Equities: Too big to grow?
02 Apr 2013
No company can grow its earnings forever, but drawing the ‘ex-growth’ line is almost impossible. Joseph Mariathasan delineates the characteristics of pro-growth mega-caps from the US equity market
US Equities: It’s a gas
02 Apr 2013
The hydraulic fracturing revolution could re-shape the US economy – and US equity portfolios with it, writes Joseph Mariathasan
US Equities: Growth – but at what price?
02 Apr 2013
US equity managers’ performance has been determined by a long period of convergence between value and growth strategies. Martin Steward outlines these characteristics in four portfolios and asks if...
European Equities: Is there value in the periphery?
01 Mar 2013
The most troubled countries in Europe appear to be turning a corner. Joseph Mariathasan looks at the opportunities in their equity markets, and asks if investors should go for quality or the more...
European Equities: Debating ‘quality’
01 Mar 2013
Martin Steward finds three strategies, each with impressive longevity, illustrating three very different interpretations of ‘quality’ in European equities
Small & Mid-Cap Equities: Hungry, growing, focused
01 Feb 2013
In a world obsessed with the safe havens of multi-national mega-cap cash machines, Joseph Mariathasan revisits the case for smaller companies
Small & Mid-Cap Equities: So many stocks, so little time
01 Feb 2013
Joseph Mariathasan considers the resource demands inherent in making the compelling global small-cap opportunity manageable
Small & Mid-Cap Equities: Punching above their weight
01 Feb 2013
Martin Steward takes a tour of some world-beating European companies with four leading small-caps managers
Emerging & Frontier Equities: Tactical and strategic
02 Jan 2013
As slowing growth depresses emerging market valuations, Joseph Mariathasan argues that this might be the time to adjust strategically for the new, long-term growth and risk paradigms
Emerging & Frontier Equities: The great melt-up
02 Jan 2013
Capital flows into emerging markets suggest that valuations could be about to end their two-year slumber, argues Michael J Howell
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