Briefings – Page 3

  • 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? 

  • 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?

  • 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”.

  • effective federal funds rate
    Features

    Briefing: US makes rapid turnaround

    October 2019 (Magazine)

    Father Christmas delivered a sack of coal to equity markets last Christmas Eve, with the S&P 500 index losing 1.8%, following a three-day slide. Forecasters had previously been expecting two or three rate hikes in December, as Federal Reserve chairman Jerome Powell steered that discussion. He had mistakenly assumed that the economy had not yet reached a normal, neutral level but it already had, forcing him to backtrack.

  • president emmanuel macron and chancellor angela merkel
    Features

    Briefing: Deep tensions threaten EU vision

    October 2019 (Magazine)

    This is not a commentary on the UK within or without Europe. Brexit has been a compelling distraction but it is one macroeconomic strand in a complex world. The overwhelming coverage has also moved attention away from key internal tensions within the European project. 

  • german asset allocation
    Features

    Briefing: Coping with lower for much longer

    October 2019 (Magazine)

    German institutional investors have shifted their asset allocation due to low bond yields

  • yield on 10 year german government bonds
    Features

    Briefing: The cliff-hanger of European banks

    September 2019 (Magazine)

    It has been a bad decade for European financials, with share prices still a fraction of their pre-crisis highs

  • Features

    Briefing: Give credit to CDS indices

    September 2019 (Magazine)

    DB pension funds could benefit from synthetic credit exposures provided by credit default swap indices

  • tourism accounts for a large part of sri lankas economy
    Features

    Briefing: Sri Lanka after the bombings

    September 2019 (Magazine)

    The tragic Easter Sunday bombings have devastated tourism, a key plank of the economy

  • Arnaldur Loftsson
    Features

    Becoming a mortgage lender

    May 2019 (Magazine)

    More pension funds are eyeing residential mortgages as an asset class

  • screen shot 2019 04 30 at 14.24.30
    Features

    China: To be or not to be

    May 2019 (Magazine)

    Investors are divided on whether to classify Chinese equities as a distinct asset class

  • screen shot 2019 04 30 at 14.53.42
    Features

    Economic outlook: Dancing with steamrollers

    May 2019 (Magazine)

    Clouds are gathering for the global economy

  • screenshot 2019 04 01 at 10.06.06
    Features

    Briefing: Emerging markets fail to catch up

    April 2019 (Magazine)

    Emerging markets have failed to increase their share of global investible market capitalisation since 2007

  • factors indicating a more favourable environment for active managers
    Features

    Briefing: Looking to active managers

    April 2019 (Magazine)

    Active management versus passive index tracking remains one of the most hotly contested questions in the world of investment management.

  • bat share price comparisons
    Features

    China tech: Playing BATs versus FAANGs

    March 2019 (Magazine)

    Chinese tech firms offer exposure to rapidly expanding domestic markets

  • dukes fuqua school of business
    Features

    US economy: Overpricing recession risk

    February 2019 (Magazine)

    Financial markets have suffered a nasty bout of indigestion since October. The interplay of sentiment and volatility induced widespread pessimism, with added concern that market tantrums could subsequently bleed into the real economy