All Features articles – Page 32
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FeaturesESG: UK regulator turns sights on climate disclosures
With environmental risks taking a more central role in investment strategies, regulators have also been looking at what actions they can take.
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FeaturesBriefing: Peer-to-peer securities lending
The words scale, operational efficiency and lower cost feature regularly in the State Street discussion of its new peer-to-peer securities lending product. Direct Access Lending enables direct, principal loans between its lending clients and its borrowing clients.
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FeaturesiTDFs: A formula to end retirement blues?
All over the world, the financial industry is grappling with the ‘ideal’ post retirement investment strategy and with how best to pay out income in retirement. There is an arms race and the question is the following: who will win the retirement agenda?
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FeaturesEmerging market debt: Argentina makes investors cry
Who needs Pennywise the terrifying clown when one has Argentine bonds in their investment portfolios?
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FeaturesAsset Allocation: Good news buoys risk markets
Several factors have given risk markets a boost and propelled risk-free rates higher. These include diminishing fears of an economic slowdown, a potential rapprochement in trade negotiations and a reduced risk of a ‘no-deal’ Brexit.
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FeaturesAhead of the Curve: Value investing in the next decade
Winds of change are blowing relentlessly across the globe and the investment world is no exception. Central to this evolution is the growth of intangible assets, ranging from brands and patents to franchise agreements and digital platforms.
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FeaturesIPE Quest Expectations Indicator: December 2019
With the shift to a strong negative bond sentiment in the UK, markets have again split. For the UK and EU, the figures are more negative and trending down.
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FeaturesSwitzerland: Online lending
The popularity of crowdlending is rising, but will it challenge the mainstream?
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FeaturesPerspective: Fear the walking dead
Zombie firms – those dependent on the easy availability of cheap credit – threaten to suck the life out of otherwise viable companies
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FeaturesTributes pour in for ‘founding father’ of investment consulting
Tim Gardener, the man credited with making visionary contributions to the UK investment consulting industry, died in October.
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FeaturesMiFID II in the US: Complexity cost
The impact of MiFID II in the US is complicated and convoluted
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FeaturesFixed income, rates, currencies: Clouded by uncertainty
It was predictable that risk markets should have reacted positively to the news of an agreement in principle in the US-China trade negotiations. Although assuredly better than a seemingly relentless stream of bad will between the protagonists, the provisional agreement is in no way a solution to the conflict. Another round of trade talks could be necessary just to reach a tentative accord. Investors would be wise to temper enthusiasm to extrapolate the ‘good news’ too far.
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FeaturesBriefing: There is still room for growth
Equity investors putting faith in growth stocks – stocks that are priced expensively relative to fundamentals because they are expected to grow fast – received a shock in early September when they sold off sharply.
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FeaturesBriefing: Alternatives to large-cap buyouts
Large buyout funds are a staple ingredient in many institutional pension funds’ private-equity portfolios. Focusing on more diversified private-market strategies could be a better way to achieve return objectives
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FeaturesSpanish pension industry presents inaugural Aldecoa memorial awards
The Spanish pension fund industry gathered in Madrid last month to remember Jon Aldecoa, and to launch awards named after him.
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FeaturesAhead of the curve: The duration bubble
Has the world entered a new paradigm in which growth, inflation and value investing are dead? Various indicators might have us believe this is the case.
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