All Investment Briefing articles – Page 10
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Features
Hybrids: Best of both worlds
Preferred securities offer high coupons and high yields compared with most purebred bonds
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Features
Active investment rebounds
After a period of underperformance, active investment strategies are on the up – for now at least
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Features
Portfolio Construction: Themes for defensive investing
Global uncertainties and disruptions call for more care when building a defensive portfolio
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Private Equity: Buying in a seller’s market
Private equity has outperformed the public markets for the past five years and institutional investors have been ramping up allocations
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Features
China’s MSCI inclusion widens the assets horizon
The addition of China A-shares to the MSCI Emerging Market index is symbolically important for China and could lead to improvements in regulation and corporate governance
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Features
Macro Matters: The revenge of geography
The internet is fuelling rising global populism and digital protectionism
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Oil: Changing oil price drivers
New technologies are among factors transforming global energy markets
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Trade dispute: Germany against the rest
Foreign criticism of Germany’s strong trade performance is escalating
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Features
Briefing: Cyberwar without end
Financial institutions are involved in a cyber arms race against criminals
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Features
Briefing: Greece's political millstone
Uncertainties in the euro-zone pose a risk to Greece’s improving economy
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Features
Briefing: MiFID II – The birth of a market
As MiFID II comes into effect, asset managers and brokers must negotiate a price for sell-side investment research
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Features
Convertibles: A fundamental shift
Convertibles are gradually being recognised as an asset class in their own right
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Features
Mononationals: Case for foreign domestics
An unexpected consequence of globalisation is that it may be more beneficial to invest in firms that are predominantly national
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Global Economy: Is growth optimism justified?
Daniel Ben-Ami finds that while there are signs that the global economy might be bouncing back, doubts are being raised by the weakness of the recovery
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Features
Portfolio Construction: Benefits in being ‘insurance-like’
Sorca Kelly-Scholte and Michael Buchenholz say that pension funds can build better portfolios by adopting strategies used by insurers
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Features
South Asia: Adjusting to new realities
The Indian subcontinent is adjusting to the realities of the new administration in Washington, writes Joseph Mariathasan
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Features
Europe: Managing geopolitical risk
European investors face an unprecedented array of political risks over the next few months. Daniel Ben-Ami reports
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Features
India: Tax net benefits from bold move
Joseph Mariathasan finds India’s recent demonetisation exercise has caused some economic pain but it has also greatly increased the number of taxpayers in the country
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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
