Briefings

  • Kai Braun
    Features

    Briefing: COVID-19 crisis shines light on private equity tech

    May 2020 (Magazine)

    It was five years ago that Partners Group’s disaster-recovery team began preparing for a crisis like the one that would shut down all but four of its 20 offices by the end of March.

  • Features

    Briefing: A close look at active credit

    May 2020 (Magazine)

    Research suggests credit mutual funds and hedge funds are not delivering outperformance

  • Azad Zangana
    Features

    Briefing: Europe turns Japanese

    April 2020 (Magazine)

    Despite the more immediate concerns of the COVID-19 pandemic, the spectre of ‘Japanisation ’ casts a dark shadow over euro-zone investment markets. It is possible that the current crisis will supercharge the pre-existing trend for Europe to follow Japan’s economic and financial experiences.

  • Kevin Giddis
    Features

    Briefing: A safe haven

    April 2020 (Magazine)

    Treasuries, the yen, and gold all traditionally serve to harbour investors in times of stress. A closer look at the current demand for Treasuries, however, paints a complex world view with implications for financial markets. Yields suggest it might remain ugly for another decade. 

  • emerging market assets
    Features

    Emerging market outlook

    March 2020 (Magazine)

    Emerging markets have a knack for being in the headlines for the wrong reasons. They also stand out as sources of growth for investors who face low interest rates and muted economic performance in the developed world

  • US dollars
    Features

    Dollar/sterling: The road ahead for cable

    March 2020 (Magazine)

    The twisting path of the dollar/sterling relationship over 2020 will provide ongoing theatre, punctuated by moments of intensity

  • Joyce Chang
    Features

    Geopolitical risk: The new norm

    March 2020 (Magazine)

    Geopolitical risk is now  the norm and not the exception, and brings with it a rise in volatility,” says Joyce Chang, chair of global research at JP Morgan, adding: “This volatility has tended to create more noise than trend.”

  • Eric Lascelles
    Features

    Briefing: Central bank about-turn bolsters gold

    February 2020 (Magazine)

    Gold is unlike any other commodity. It has few industrial applications of any note. It is widely used in jewellery partly because of its aesthetic appeal but also in many cases as a form of investment. Central banks distance themselves from acknowledging the precious metal as a kind of universal currency yet still keep thousands of tonnes of it locked away in their vaults.

  • cryptocurrencies an asset
    Features

    Are cryptocurrencies an asset class for institutional investors?

    February 2020 (Magazine)

    Cryptocurrencies are sweeping the world in terms of news headlines but how should institutional investors react?

  • Richard Pereira
    Features

    Where insurers are placing their money

    February 2020 (Magazine)

    Insurers’ investment decisions can influence economic growth and developments in capital markets

  • Guillermo Felices
    Features

    The proof of the Brexit pudding is in the eating

    February 2020 (Magazine)

    Brexit “got done”, to paraphrase the British prime minister, at the end of January. But the exact form it will take is still to be determined

  • Euro-zone corporate debt has become riskier
    Features

    Asset management faces systemic risk questions

    January 2020 (Magazine)

    When will the next financial crisis hit? Over 80% of respondents among a sample of 500 institutional investors surveyed by Natixis Investment Managers expect a crisis to take place within the next five years.

  • argetina emd
    Features

    Emerging market debt: Argentina makes investors cry

    December 2019 (Magazine)

    Who needs Pennywise the terrifying clown when one has Argentine bonds in their investment portfolios?

  • giles swan and james duvall index
    Features

    Ongoing UCITS fees are falling

    December 2019 (Magazine)

    UCITS are an example of EU financial innovation and a global success story. With €10.1trn in total net assets, UCITS help global investors save for financial goals, including retirement, education, and housing. 

  • John Arnesen
    Features

    Briefing: Peer-to-peer securities lending

    December 2019 (Magazine)

    The words scale, operational efficiency and lower cost feature regularly in the State Street discussion of its new peer-to-peer securities lending product. Direct Access Lending enables direct, principal loans between its lending clients and its borrowing clients. 

  • Per U.K. Linnemann(2)
    Features

    iTDFs: A formula to end retirement blues?

    December 2019 (Magazine)

    All over the world, the financial industry is grappling with the ‘ideal’ post retirement investment strategy and with how best to pay out income in retirement. There is an arms race and the question is the following: who will win the retirement agenda? 

  • jason williams
    Features

    Briefing: There is still room for growth

    November 2019 (Magazine)

    Equity investors putting faith in growth stocks – stocks that are priced expensively relative to fundamentals because they are expected to grow fast – received a shock in early September when they sold off sharply.

  • dan aylott
    Features

    Briefing: Alternatives to large-cap buyouts

    November 2019 (Magazine)

    Large buyout funds are a staple ingredient in many institutional pension funds’ private-equity portfolios. Focusing on more diversified private-market strategies could be a better way to achieve return objectives

  • Features

    PEPP: More questions than answers

    November 2019 (Magazine)

    Many issues remain to be clarified concerning the PEPP

  • ecb deposit rate
    Features

    Briefing: Draghi’s parting gift on ECB stance

    October 2019 (Magazine)

    If anyone in Europe was left in any doubt on 11 September about the dovishness of the European Central Bank (ECB) under Mario Draghi’s leadership, by close of business on the next day their doubts were surely dispelled. On that day the outgoing president of the ECB unleashed a bout of monetary easing, in an attempt to boost euro-zone inflation from 1% to its target of “below, but close to, 2% over the medium term”.