All Equities articles – Page 83
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FeaturesEdgy on equities but eager for infrastructure
In many areas Norway has carved out its own distinct path. Kjetil Houg, finance director at Oslo Pensjonsforsikring, tells Nina Röhrbein how this has helped the country’s largest local authority pension scheme to navigate the market crisis
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Asset Class ReportsLessons from the Great Depression
Navigating the smaller end of the equity markets is particularly hazardous and Joseph Mariathasan assesses whether the past can offer a compass
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Asset Class Reports
Those twin deficits
So the US has the same president for the next four years, and it seems to be a case of ‘better the devil you know’, as far as bond and currency market participants are concerned. For Bruno Crastes, head of global fixed income at Credit Agricole Asset Management (CAAM), bond ...
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Features
Value in Japan
The ups and downs of market sentiment. Feelings about the Japanese economy vary considerably. Opportunities are there but the underlying fundamentals remain uncertain. Beyond doubt is the considerable slack that remains in the system. “We don’t think that the bank of Japan will raise short term rates for quite a ...
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Features
Playing safe in Europe
The question that has been puzzling Euro-zone equity strategists is why, when the sun has been shining so brightly in Europe, are the European equity markets not making hay? Yet in spite of this, European equity investors have chosen to play safe. Axel Botte, investment strategist at AXA Investment Managers ...
