All Features articles – Page 43
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FeaturesVenturing into the unknown
Two projects designed to boost investment in local ‘growth’ companies and domestic assets were in the news last month, but for different reasons
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Features‘Quitaly’ remains an unlikely prospect
European markets have clearly shown anxiety about the joint reform programme presented by the two parties that have agreed to form a coalition government in Italy
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FeaturesThe price of skill
It remains to be seen whether pension funds regain their appetite for higher-fee alternative strategies that have fallen out of favour in recent years
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FeaturesShort Selling: The long and the short
Earlier this year, the UK politician Peter Kyle described BlackRock as “schizophrenic” for holding both long and short positions in Carillion, a London-listed construction company that went bankrupt in January.
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Engagement: Strengthening the rules
A new EU directive aims to promote shareholder engagement and stewardship but numerous barriers could limit its effectiveness
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FeaturesTechnological diffusion is fraught
It is easy to forget just how long it can take for an invention to become a pervasive technology. Even the most brilliant idea can take time before it is widely adopted
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Macro Matters: Populism is far from dead
Few words are as visceral, and yet as ill-defined, as populism. It has become a catch-all phrase for the sense of malaise sweeping the world
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Renminbi on path to currency standard
China’s renminbi is starting to challenge the dollar as the dominant global currency
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FeaturesDiary of an Investor: What’s up with research costs?
In fixed income, no-one has ever really known how the research impacts on investment costs
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Pension Income: As simple as possible but as complex as necessary
The UK government has deregulated to make room for a radical reshaping of the private pensions industry, through the so-called ‘freedom and choice’ policy
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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
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Asset Allocation: Mirages and safe havens
Creeping tensions have appeared in the interbank market that, in the past, sowed the seeds of economic downturns and financial crises
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Asset Allocation: Testing economic normality
Although the world economy is moving towards normalisation, after the global financial crisis, it is still testing, and sometimes breaching, so-called normal bounds
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Ahead of the Curve: Valuable tools for EMs
Emerging markets have smaller safety nets, making them prone to boom and bust cycles
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Accounting Matters: Cutting the clutter
The IASB’s disclosure initiative project has passed many people by. It dates back to 2011, when the board needed something to do after the US refused to adopt IFRS
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Featuresaba Anniversary Conference: ‘Grasp opportunities reform offers’
Germany’s occupational pension association delivered an impassioned defence of the country’s second-pillar pension system at its 80th annual conference in Berlin last month.
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FeaturesIPE Expectations Indicator: June 2018
This month’s IPE Expectations Indicator poll sees no change in some areas, some change in others, and a continuation of a long-term trend, which is, in itself, both a change and not a change.
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FeaturesThe long and short of it
One question I ask as many investors as I can relates to time horizons: How can you really be a long-term investor when everything is so uncertain?
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FeaturesManagers should warn on loan risks
Three-quarters of all outstanding leveraged loans lack meaningful lender protection. This is the outcome of the steep rise of ‘cov-lite’ loans since the financial crisis
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FeaturesInterview: Julian Mund, PLSA
Is Julian Mund trying to please too many people as CEO of the UK’s Pension & Lifetime Savings Association?
