All articles by Carlo Svaluto Moreolo – Page 16
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FeaturesEurope belatedly turns eastwards
The EU’s lack of a common strategy to respond to the rise of China as an economic superpower suddenly came to the fore earlier this year, as Italy joined China’s Belt and Road Initiative (BRI).
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Special ReportChina: Befriending the dragon
Italy’s decision to join China’s Belt and Road Initiative has prompted criticism from the EU and the US
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Interviews
On the Record: The volatility question
We asked two European pension funds how they view, and invest in, the hedge fund sector at a time when volatility is structurally low
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InterviewsHow we run our money: Railpen
Andrea Ash (pictured), investment director at RPMI Railpen, tells Carlo Svaluto Moreolo about the UK pension fund’s private markets strategy
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Special ReportManager selection: Facing a difficult test
The resilience of private debt funds will be tested in the forthcoming downturn
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FeaturesChoose correctly on the private-debt journey
The short to medium-term outlook for private debt is complex to read, to say the least. There is mounting anxiety that the credit cycle may have run its course.
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Interviews
Strategically speaking: Research Affiliates
Self-described lifelong quant Rob Arnott finds the quantitative-investing industry often guilty of “overhyping and overselling” ideas
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Special Report
Five key trends shaping manager selection
We asked consultants how the job of choosing asset managers is changing
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FeaturesDeviate at your own risk
The recent controversy about factor investing has probably not caused any distress to the investment industry, let alone the wider public, but it is a fundamental one
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Interviews
On the record: Delivering on our promise
Dmytro Sheludchenko of Sweden’s AP1 buffer fund explains how it constructs and manages its factor-investing portfolios
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InterviewsCheyne Capital Management: High-impact debt investor
The growth of non-bank lending in Europe is often mentioned as a trend that could radically transform the European economy. This remains to be seen, but if banks gradually give some of their dominance in the lending market, then firms such as Cheyne Capital Management stand to benefit.
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Special Report
Definitions: Contrasting approaches pose a predicament
Investors face a quandary as analytical tools depart from standard academic definitions of factors
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InterviewsHow we run our money: APK Pensionskasse
Christian Böhm, CEO of Austria’s APK Pensionskasse, talks about the organisation’s blend of dynamic and long-term investment strategy
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News
Italian schemes issue first tender for joint private equity investment
Five funds have clubbed together to form Progetto Iride, and are seeking a manager for a €216m mandate
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FeaturesShunning the UK is a mistake
Continental investors hold nuanced views on Brexit. It is fair to say, however, that they generally see its impact as a negative factor for the UK economy, at least in the short term.
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Special ReportPension tech for dummies
There is no shortage of new technologies that can improve retirement outcomes for pension fund members
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Special Report
Chris Sier: Data brings freedom
A UK fintech envoy talks about the potential for technology to empower investors
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Interviews
On the Record: Looking beyond Brexit
We asked European pension funds whether they see value in investing in UK assets. Despite the uncertainty regarding Brexit, most still see opportunities in the long term
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Special Report
MiFID II: The best is yet to come
By placing stronger requirements on best execution, MiFID II is transforming the execution landscape
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InterviewsHow we run our money: Bank of Ireland
Paul Droop (pictured), CIO of the Bank of Ireland’s staff pension scheme, tells Carlo Svaluto Moreolo about his approach to building a shockproof portfolio
