All articles by Dewi John – Page 2
-
FeaturesCLO supply outstrips demand
Do reports of a growing wariness over collateralised loan obligations (CLOs) mean that the good times are over for the investment vehicle?
-
Asset Class ReportsLeveraged loans: Applying leverage
Leveraged loans have performed well recently but regulators are expressing concerns about risks
-
Features
Benchmarking: Redefining investment classes
A major GICS index methodology change seeks to reflect underlying market economics
-
Special Report
Asset Allocation: Bumpy roads ahead
Investors see the outlook for the asset class as positive in the medium term but riskier in the short term
-
Special ReportSpecial Report Asia: Game-changer
China’s growing clout in Asia is influencing investment strategies across the region
-
Features
Selection is key in EMD
Anxiety is growing about emerging market debt. US rate rises and the potential for a stronger dollar mean that EMD may be heading for turbulent times
-
Asset Class Reports
Government Bonds: Attractions on both sides of the pond
US Treasuries have slumped in value but still have the allure of a safe haven
-
Features
UK Equities: The pariah asset
No one wants UK equities. The influential global fund manager survey published by Bank of America Merrill Lynch reported that they were the most unpopular asset in April
-
Special Report
The private equity Pac-Man
Technology is becoming a game changer in the private equity world
-
Features
Briefing: Commodity super cycle
The internet can in some ways be said to define globalisation.
-
Asset Class Reports
US Economy: Where big is beautiful
The new economy in the US is dominated by large tech firms that are still growing
-
Features
The Dollar: The greenback quandary
The US economy is growing, as are inflation expectations. The Federal Reserve’s response has been to embark on the most aggressive rate-tightening cycle in the developed world
-
Asset Class Reports
European Equities: Catching up with global growth
European equities look set to catch up with other developed markets this year after recent underperformance
-
Special ReportIlliquid investment: Investors resist the illiquid plunge
European defined contribution schemes have lagged the trend to illiquid investments
-
Features
Briefing: The return of carry
The carry trade may be making a comeback, after a decade in the doldrums, laid low by the global financial crisis
-
Asset Class Reports
Nordic investors: Keeping faith
Nordic investors still think hedge funds have a place in their portfolios despite concerns about underperformance and high fees
-
Special Report
Investor Strategy: Looking over the hedge
Currency strategy should move up the agenda as global policy divergence continues
-
Features
Active investment rebounds
After a period of underperformance, active investment strategies are on the up – for now at least
-
Special Report
Private debt: Time to get picky
After years of strong performance the sector could be due a shake-out
-
Asset Class Reports
Inflation-linked bonds: Inflationary trends stoke linker demand
Inflation-linked government bonds are back in demand as investors seek protection against rising inflation
- Previous Page
- Page1
- Page2
- Page3
- Next Page
