In Depth – Page 29
-
InterviewsStrategically speaking: FMO Investment Management
Yvonne Bakkum, managing director of FMO Investment Management, is an evangelist for the UN’s sustainable development goals (SDGs) – and even wears a lapel brooch representing them
-
FeaturesAhead of the Curve: Trends to heed in renewables
Big data and predictive analytics are two developing trends that can dramatically improve how renewable energy investments are made
-
Features
Chinese Bonds: Too big to ignore?
Recent tax reforms and the expected inclusion in global indices of Chinese sovereign bonds has shone a spotlight on a vast, under-exploited, multi-trillion bond market
-
Features
Non-performing Loans: A market in full swing in Europe
A stockpile of nearly €780bn worth of non-performing loans weighs on the European economy
-
Features
Government Bonds: Snapback risk alert
The Bank for International Settlements has warned bond yields could suddenly rise – a snapback could rapidly spread between bond markets
-
Features
Ahead Of The Curve: Resurgence of private capital
The tenth anniversary of the global financial crisis is an apposite time to examine how it changed the world for investors
-
InterviewsStrategically speaking: PGIM
David Hunt, the president and CEO of PGIM, draws an analogy between his role as the head of one of the world’s largest asset managers and that of a musical conductor
-
Features
Securities Services: Evolutionary pressures rise with new demands
Key challenges facing securities services include margin pressure, regulatory change and technological development
-
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
-
FeaturesBrexit is no simple break
The implications of the UK’s EU departure will be complex and wide ranging for asset managers
-
Interviews
Strategically speaking: Alger
The pain of life and death rarely intrudes into the relatively safe world of the financial markets. But life at its most brutal intruded into the workings of Alger’s headquarters in the World Trade Center on 9/11
-
FeaturesAhead of the Curve: Return of the information edge
According to reports, global bond ETFs had their best quarter on record in the first quarter of 2017 with $44.5bn of inflows
-
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
-
Features
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
-
Features
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
-
Features
Ahead of the Curve: Valuable tools for EMs
Emerging markets have smaller safety nets, making them prone to boom and bust cycles
-
Interviews
Strategically speaking: AXA IM
Half Italian, half Swedish, CEO of a French company but resident in London, Andrea Rossi embodies what he would like his tenure to be remembered for – diversity
-
Features
Financial Crises: Awaiting the Minsky moment
The bout of marked market volatility in February prompted a heated debate: were financial markets close to a Minsky moment?
-
Features
Briefing: Commodity super cycle
The internet can in some ways be said to define globalisation.
-
Features
Briefing: Avoiding nasty tax surprises
Taking a consolidated view of taxation not only removes compliance headaches for asset managers but can also give them an edge over other industry players
