All Ahead of the Curve articles – Page 5
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Features
Ahead of the Curve: The diversification conundrum
Francesco Sandrini says that as the global economy emerges from a period of low growth and low inflation, investors appear to be ignoring risk in their diversification choices
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Ahead of the Curve: Investors ignore big data at their peril
News platforms, blogs and social media offer a massive amount of data and emotions which can be crucial in making sound investment decisions
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Ahead of the Curve: Low rates challenge central banks
The low-interest-rate environment is forcing central banks to take more risks in their asset allocation to meet capital preservation objectives, writes Alex Millar
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Ahead of the Curve: Fintech flies in emerging markets
Fintech is finding a natural home in emerging markets where traditional banks and insurance services are less established. Andrew Ness reports
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Ahead of the Curve: Trend-following - quality not quantity
Stephen Wood explains why a single well-researched trend-following investment model can produce better results than simply relying on diversification using different models
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Ahead of the Curve: Time to embrace robots?
Robotics and automation are no longer sci-fi, they are a fast-growing and profitable sector, say Johan Van Der Biest and Rudi Van den Eynde
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Ahead of the Curve: The constants amid the flux
Dominic Wallington says investors need not fear new disruptive technology or turbulent times if they seek out companies with the qualities to survive and flourish
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Ahead of the Curve: Fund managers must face fire too
Matthew Spencer argues that investment managers should feel the pain when they under-perform and not just share in the upside
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Ahead of the Curve: There’s gold in currency trading
Christopher Cruden makes the case for investing in gold by treating it as a major currency
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Ahead of the Curve: The investment conundrum
Alan Porter argues that investors should favour businesses that prioritise long-term capital investment rather than simply seeking out those paying high dividends
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Ahead of the Curve: The deflationary impacts of web 2.0
Edward Shing examines the deflationary effects of the emerging ‘sharing economy’ on traditional companies
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Ahead of the Curve: MiFID II starts to bite
Mark Croxon looks at the impact the new EU directive is likely to have on the workflow of investment firms
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Ahead of the Curve: Time to embrace downside risk
The attractions of equity put options as way to reduce a portfolio’s downside risk exposure can make it an expensive play. But offering call options canprovide higher long-term returns
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Ahead of the Curve: Repo faces paralysis
As the repo market faces an uncertain future, Andy Hill looks at the ramifications of increased regulation and liquidity demands
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Asset Allocation: Ahead of the Curve - Sales drive private-equity alpha
A recent study of 450 realised private-equity deals finds that sales growth is a key component for alpha generation, according to Ian Roberts
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Ahead of the Curve: ASEAN - the next emerging economy?
Andrew Graham asks whether the ambitious integration plan of the Association of Southeast Asian Nations will unlock the region’s potential, or whether the complexity of the task will overwhelm any chance of success
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Ahead of the Curve: Brands and the city
Doreen Wang says financial analysts should give a company’s brand a bigger line item in investment valuations
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Ahead of the Curve: Japan’s best is yet to come
A genuine change in corporate governance culture at Japanese companies will underpin good economic fundamentals
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Ahead of the Curve: Peer share efficiency
John Alexander examines the use of active share, active share efficiency and peer share efficiency for institutional investors
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Features
Ahead of the curve: Is there a bull in the China shop?
The rise in Chinese stocks up more than 60% since late 2014 has raised concerns about a bubble that might burst