In Depth – Page 33
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Features
Equity Strategy: Each to their own
What one investor sees as risk might not be the same for another, writes Joseph Mariathasan. It all depends on the objective of the individual investor
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Features
Macro Matters: Shades of Görtz’s folly
Bob Swarup warns that blaming central banks for all the ails of the world lets politicians off the hook
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Interviews
Strategically speaking: Lyxor Asset Management
Fiduciary management is a potential solution to the problems of countless pension funds in Europe. Lyxor Asset Management is raising its efforts in this area
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Features
Ahead of the Curve: The diversification conundrum
Francesco Sandrini says that as the global economy emerges from a period of low growth and low inflation, investors appear to be ignoring risk in their diversification choices
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Features
World Trade: Is protectionism on the rise?
Developments in the US and Europe presage a substantial change in the conduct of international trade
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Features
The European insurance challenge
European insurers may turn to a wider range of asset management strategies as they face up to difficult market conditions
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Features
Re-defining hedge fund fees
Hedge fund fees are just one part of the cost equation. The real discussion should be about value for money and not headline fees
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FeaturesESG: UN goals strike a chord
The UN Sustainable Development Goals, agreed by world leaders in September 2015, have captured the imagination of many in the European institutional investment community
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Interviews
Strategically speaking: Dodge & Cox
For most investment professionals the aftermath of an almighty financial crash would probably not seem like a good time to launch an asset management firm
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Features
Ahead of the Curve: Investors ignore big data at their peril
News platforms, blogs and social media offer a massive amount of data and emotions which can be crucial in making sound investment decisions
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Features
LGPS: UK pools seek thumbs-up
After months of hard work, the English and Welsh local government pension scheme pools have received feedback on their plans
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Features
Asset-Backed Securities: Shackled by history
The asset-backed securities markets across Europe struggle to recover from the financial crisis while the EU wavers on necessary regulatory reform
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Features
A key element for M&A success
Wolfgang Fickus says mergers and acquisitions can be a riskier strategy than organic growth but buying at the right time increases the potential for value generation
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Interviews
Strategically speaking: Asset Management One
With ¥52.75trn (€430bn) in assets under management, Asset Management One is perhaps the largest global asset manager that IPE readers have never heard of
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Features
Ahead of the Curve: Low rates challenge central banks
The low-interest-rate environment is forcing central banks to take more risks in their asset allocation to meet capital preservation objectives, writes Alex Millar
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Features
Economic Policies: Pendulum swings towards use of fiscal stimulus
There is at least one respect in which President-elect Donald Trump is thoroughly mainstream. His support for a fiscal stimulus is shared by an increasing number of leaders across the western world
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Features
India: All to play for
The signs suggest India is poised for dramatic improvements in its economy. But there are challenges around job-creation, education and manufacturing
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Features
Discount Rates: Discounting dilemmas
As risk-free rates edge towards zero or below in many regions, questions must be asked about discounting methods, according to Carlo Svaluto Moreolo
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FeaturesNeuromarketing: Cerebral pension matters
What happens when you put members in an MRI scanner? The Dutch pension provider APG has done just that. Gail Moss outlines how understanding the subconscious and intuitive neural processes that affect decision-making can benefit pension providers and members
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Features
Global Debt: Caution in a world awash in debt
John Bilton, Michael Feser and Stephanie Flanders look at the effect that excessive leverage within the global capital markets can have on long-term economic growth
