All Asset Class Reports articles – Page 19
-
Asset Class Reports
US small & mid-caps: In the land of the brave
Led by technology and healthcare, the US small-cap sector is the most dynamic in the world but some companies are becoming overvalued
-
Asset Class Reports
The case for listed small-caps
The liisted small-cap and mid-cap market could be a better place for investors to start when considering a move into private equity
-
Asset Class ReportsSmall & Mid-Cap Equities: Digging for victory
Successfully investing in small and medium-sized companies involves getting to know the intricacies of how relatively simple businesses work
-
Asset Class Reports
Mid-caps: Time to take the middle road
Offering better outperformance than large-caps and more robust than small-caps, mid-caps are particularly attractive
-
Asset Class Reports
Liquidity: Cloud with a silver lining
Lower liquidity in fixed income markets, including investment grade, gives rise to opportunities as well as risks
-
Asset Class ReportsInvestment Grade Credit: A fork in the track
Divergent monetary policy is driving investment-grade bond strategies, with greater opportunity in the US market than in Europe
-
Asset Class Reports
Investing In Hedge Funds: Case Study - PP Pension
Carlo Svaluto Moreolo discovers that Sweden’s PP Pension is still supporting hedge funds, despite the fact that they are not performing particularly well. So why is PP Pension doing this?
-
Asset Class ReportsLiquid Hedge Funds: Fad or the future?
Hedge funds are using onshore vehicles to replicate the returns of the offshore market. Is this making investment in hedge funds easier or simply another risky alternative?
-
Asset Class Reports
Investing In Hedge Funds: Investor Strategy - In or out
Joseph Mariathasan looks at why investing in the hedge fund market is still contentious for many pension funds, even in the current low-interest-rate environment. Is it the fee structures or the economic uncertainity that drives this caution?
-
Asset Class Reports
Emerging grey area
Joseph Mariathasan finds ‘emerging markets’ to be a legacy concept that has become increasingly blurred and illogical
-
Asset Class Reports
Call of the frontier markets
Frontier markets can offer huge attractions but investors need to pay attention to country backdrops and economic effects. Joseph Mariathasan reports
-
Asset Class ReportsEmerging & frontier market equities – A recurring upbeat record
Despite the volatility currently affecting emerging market equities at the moment, emerging markets have suffered periods of volatility in the past followed by rapid recoveries.
-
Asset Class ReportsIran: A giant prospect on the horizon
Iran looks likely to be reintegrated into the global community after the question of nuclear proliferation has been resolved. Joseph Mariathasan looks at what the opening of one of the world’s largest inaccessible economies could bring
-
Asset Class ReportsPGGM keen on 'space between' private equity, infrastructure
Dutch manager looks at assets with lower operational risk, while taking equity stake
-
Asset Class ReportsGlobal Equities: Ecology of a mega-cap
China has leapfrogged Japan into second place after the US on the global mega-companies list. We explore attributes that help companies develop into giants
-
Asset Class Reports
Global Equities: Where is the treasure?
Joseph Mariathasan assesses the outlook for active management in a global equity sector beset by excessive liquidity and volatility
-
Asset Class Reports
Holistic approaches to EM debt exposure
Asset allocation is key to successful investment in emerging markets. But the real task is working out how best to invest among the wide range of assets and strategies available
-
Asset Class Reports
Outlook: The case for EM debt
Opinions vary on the long-term prospects for emerging market debt
-
Asset Class Reports
Mexican peso: No good deed goes unpunished
The Mexican peso has suffered as investors have sold the formerly favoured currency following concerns about China and the global community slump
-
Asset Class Reports
US Equities: US banks lose lustre
Dodd-Frank and other post-crisis regulation have changed the US banking sector with structurally lower returns on equity
