All Briefing articles – Page 6
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Features
Briefing: The unbearable lightness of investing
Open the newspaper. Any newspaper. Read the front page and then the money pages. Absorb, assimilate, repeat. After half a dozen goes, a pattern is clear.
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FeaturesBriefing: Hybrids come into their own
Back in the days when sailors relied on sails, they used to dread the doldrums – that zone near the equator where trade winds converge, generating windless weather.
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Features
Briefing: Six insights on PE
Considerations for private equity investors in light of the coronavirus pandemic
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Features
Briefing: A close look at active credit
Research suggests credit mutual funds and hedge funds are not delivering outperformance
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FeaturesBriefing: COVID-19 crisis shines light on private equity tech
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.
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FeaturesBriefing: Europe turns Japanese
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.
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FeaturesBriefing: A safe haven
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.
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FeaturesGeopolitical risk: The new norm
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.”
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FeaturesEmerging market outlook
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
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FeaturesDollar/sterling: The road ahead for cable
The twisting path of the dollar/sterling relationship over 2020 will provide ongoing theatre, punctuated by moments of intensity
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FeaturesWhere insurers are placing their money
Insurers’ investment decisions can influence economic growth and developments in capital markets
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FeaturesThe proof of the Brexit pudding is in the eating
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
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FeaturesAre cryptocurrencies an asset class for institutional investors?
Cryptocurrencies are sweeping the world in terms of news headlines but how should institutional investors react?
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FeaturesBriefing: Central bank about-turn bolsters gold
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.
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FeaturesAsset management faces systemic risk questions
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.
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FeaturesOngoing UCITS fees are falling
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.
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FeaturesBriefing: Peer-to-peer securities lending
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.
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FeaturesiTDFs: A formula to end retirement blues?
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?
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FeaturesEmerging market debt: Argentina makes investors cry
Who needs Pennywise the terrifying clown when one has Argentine bonds in their investment portfolios?
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FeaturesBriefing: There is still room for growth
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.
