All articles by Christopher O’Dea – Page 4

  • Special Report

    Convertible bond valuations remain attractive

    April 2015 (Magazine)

    Subdued volatility has taken the options within convertible bonds down to very attractive valuations

  • Asset Class Reports

    European equities: The stock-pickers return

    March 2015 (Magazine)

    How can European equity portfolio managers find genuinely idiosyncratic stock risk amid the current top-down noise?

  • Special Report

    Special Report, The M&A Cycle: The M&A premium

    January 2015 (Magazine)

    There is no doubt that when M&A picks up, potential acquisition targets attract inflated bids. But Christopher O’Dea finds little evidence of a market-wide M&A premium, and even sectors that are usually targets are seeing prices driven much more by other factors

  • Special Report

    Special Report, The M&A Cycle: Commodity bust signals M&A wave in mining – for the right assets

    January 2015 (Magazine)

    Lower Chinese demand for raw materials and sluggish growth in most industrialised economies have forced mining companies into extensive repair work to bring capital structures and spending plans in line at the end of the ‘commodities supercycle’. 

  • Asset Class Reports

    Investing in Hedge Funds: Uncut hedges

    December 2014 (Magazine)

    US pension giant CalPERS may have stopped investing in hedge funds, but despite heightened short-term scrutiny, Christopher O’Dea finds that most plans are retaining their allocations, and expecting them to deliver greater value through bespoke strategies 

  • Features

    Dollar storm ends 10-year FX calm

    November 2014 (Magazine)

    A full decade of range-bound trade in the dollar has dulled pension investors’ sense of the risks of currency exposure. As Christopher O’Dea reports, all that’s about to change

  • Special Report

    Real Assets: Digging a way out of the hole

    October 2014 (Magazine)

    The misery index reached a new low in Australia this summer as the mining slump continued to bite. But, as Christopher O’Dea reports, a new round of investment is looming as leading emerging-market producers target a bigger share of revenue from their mineral resources and mining companies cut unprofitable projects

  • US dollar
    Analysis

    Analysis: Hedge funds brace for CalPERS fallout

    2014-09-23T13:03:00Z

    Hedge funds are facing a ‘critical period’ in wake of US pension fund’s decision to divest from asset class, writes Christopher O’Dea

  • Features

    Miracle redux?

    September 2014 (Magazine)

    Investors are hoping Mexico’s reforms spark another growth surge. As Christopher O’Dea reports, the best play may be in the local bond market

  • Interviews

    Nobody's fool

    September 2014 (Magazine)

    Strategically Speaking - Greenlight Capital

  • Features

    Smaller firms, better mousetraps

    June 2014 (Magazine)

    While innovation can take place in companies of any size, smaller companies sometimes get the edge through fresh thinking and nimble structures. Christopher O’Dea finds that innovation opportunities are abundant both abroad and at home 

  • Features

    Geology doesn’t end at the border

    May 2014 (Magazine)

    Europe sits atop abundant shale energy reserves and Moscow’s annexation of Crimea has catalysed interest in unlocking it to reduce dependence on Russian gas. Tapping those reserves will be a long-term investment proposition, says Christopher O’Dea

  • Special Report

    Africa: Pivotal point

    May 2014 (Magazine)

    African countries tapped the eurobond market for a record amount of funds in 2013, and now stand at a pivotal point. Christopher O’Dea finds those with sound financial policies will continue to attract capital, while those that squander proceeds will fall out of favour with global investors

  • Features

    National benefit calculation

    February 2014 (Magazine)

    When they came under criticism, Canada’s top 10 pension funds hired blue-chip consultants to find out what they contributed to the national economy, Christopher O’Dea writes

  • Special Report

    Corporate Governance: Can’t we all just get along?

    February 2014 (Magazine)

    Corporate governance thinkers believe peaceful co-existence between activist investors and company boards and management is at hand. Christopher O’Dea finds activism lauded as a valuable corrective mechanism that can improve performance

  • Special Report

    Outlook 2014: Smooth sailing or stormy seas?

    December 2013 (Magazine)

    Pension funds have long had an interest in global shipping as a way to benefit from global trade. As shipping rebounds, Christopher O’Dea reviews the long-range outlook

  • Asset Class Reports

    Sovereign Bonds: The tip of an iceberg

    October 2013 (Magazine)

    Detroit’s bankruptcy grabs the headlines, but Christopher O’Dea draws attention to an even more significant muni bond development: pension-funding bonds issued by high-quality deleveraging municipalities

  • Special Report

    Latin America:Waking up from the Chilean nap

    January 2012 (Magazine)

    At its annual ex-US meeting, the Harris School’s Dean’s International Council heard from a range of officials about how Chile is developing and implementing public policies to reach its development goals. Christopher O’Dea reports

  • Special Report

    Latin America: Across the Tropic of Capricorn

    January 2012 (Magazine)

    Chile’s well-funded pension scheme has been a major factor in the country climbing the global economic ladder. And minister of finance, Felipe Larraín Bascuñán, claims that in these tough economic times Chile’s strength will be ‘part of the solution’. Christopher O’Dea spoke to him