All articles by David Turner – Page 3
-
Features
Investment Briefing: Sayonara, keiretsu
Abenomics may not be the only reason to take another look at Japanese equities. David Turner uncovers a sudden conversion to the shareholder-friendly religion
-
Features
Briefing, Investment: Gulf in expectations
Oil revenues act as a source of diversification in Persian Gulf markets, but there is more to them than the black stuff, writes David Turner. The forthcoming opening of the Saudi market to foreign investors promises a new opportunity for institutional investors to participate.
-
Asset Class Reports
Investment Grade Credit: No bears threaten Goldilocks
After the big spread-tightening, managers warn against the shortest maturities and talk up senior bank debt, bottom-up bond-picking and relative value basis trades David Turner explores opportunities in the euro-zone credit sweet spot
-
Special Report
Risk and Portfolio Construction: From solo to tango
As the bond markets move from bullish to bearish, David Turner asks if we need new assumptions about asset class correlations
-
Features
Banking on emerging markets
Financial services may be a less stretched way to get exposure to the emerging consumer, writes David Turner. But will stockpicking shield investors from these markets’ credit crunches?
-
Asset Class ReportsEmerging Market Equities: Wild frontiers
David Turner finds that illiquidity, political and ESG risks all conspire to put a limit on pension fund allocations to the high-growth potential of frontier markets
-
Asset Class Reports
Hedge Funds: Not such black boxes
David Turner looks at how transparency has improved in the hedge fund world, and what pension funds are doing to adapt to all the new information
-
Features
The inconstant constant
Regulation threatens the existence of Constant Net Asset Value money market funds. David Turner asks if investors will miss them
- Previous Page
- Page1
- Page2
- Page3
- Next Page
