All articles by Anthony Harrington – Page 2
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Features
Two sides to private equity
A recent NBER working paper suggested that private equity delivered absolutely no risk-and-cost-adjusted return beyond what is available in public markets. Anthony Harrington takes a closer look at this surprising finding
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Features
Currency Management: Awkward guidance
Anthony Harrington listens to currency managers’ frustrations as US dollar certainties melt into fog from the Fed
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Features
More than meets the eye
The usual selling point for ETFs is that they are cheap, but that has rarely held for institutional investors. Anthony Harrington finds less obvious, but arguably more compelling, advantages
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Features
It’s a war out there
Anthony Harrington finds optimism among active currency managers, and that a top-down discretionary approach might be best-suited to surviving and thriving through the ‘currency wars’
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Special Report
Risk Managed Equities: Betting on low-vol stocks
Anthony Harrington looks at the debate between minimum variance strategists and risk-efficiency strategists. Is one solution merely a staging post on route to the other?
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Special Report
OTC Swaps Regulation: Unintended consequences
The complexity and expense of complying with new collateralisation rules in the OTC market could encourage more risky practices, finds Anthony Harrington
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Features
Private assets on public markets
Listed private equity struggles to drum up interest even from private investors. Anthony Harrington asks, does it have any role to play in institutional portfolios?
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Special Report
Equity Sectors: Fat pipes cure lean profits
Emerging markets and cloud-based services could balance-out the telecom sector’s poor pricing power, finds Anthony Harrington
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Features
The real safe haven?
High yield is priced so keenly it would take a euro-zone break-up to really threaten investors, finds Anthony Harrington
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Special Report
Turning Japanese?
Technical signals from the bond markets and fundamental economic parallels have spooked some commentators about the ‘Japanisation’ of the world. Anthony Harrington asks if we should be bracing ourselves for the inevitable ‘lost decades’
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Special Report
And what about Japan itself?
Clearly the view a fund manager takes of Japan’s short to medium term macro prospects has a strong determining influence on their view of Japanese equities. Simon Edelsten, senior fund manager of the Artemis Global Select Fund, likes the fact that neither Japan – nor the rest of Asia – has adopted the EU’s penchant for austerity, or seen their banks have to de-lever to the same extent.
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Special Report
Currency: The world rebalances
Do not be surprised when today’s immense macroeconomic stresses find an outlet in global currency markets, writes Anthony Harrington. And if you can, ready yourself to take advantage
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IP Asia
Quant: It’s all in the numbers
Anthony Harrington asks what went wrong for quants during the crisis, but also questions the received wisdom that ‘all quants are the same’
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Special Report
Quant: All in the numbers
Anthony Harrington asks what went wrong for quants during the crisis, but also questions the received wisdom that ‘all quants are the same’
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Special Report
Commodities: Energy revolutions
Forget renewables. Anthony Harrington finds that the technology that might really disrupt your portfolio’s traditional oil exposures – and much else besides – could be shale gas extraction
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Special ReportInflation Assets: The great divide
Anthony Harrington surveys competing views on the direction of inflation and bond yields
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