All Investment Briefing articles – Page 12
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Features
Investment: Convex protection
With record-low corporate spreads and volatile equity markets, is it time to take a closer look at convertible bonds?
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CEE equities – Middle ground promise
David Turner assesses why Central and Eastern European equities are catching the eye of many investors
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Commodity Prices: If only we could blame China
Niels Jensen argues that the strong dollar and rising debt levels among emerging market corporates bear some of responsibility for the slump in global commodity prices
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Opportunities in Solvency II
What kind of opportunities and challenges does Solvency II, the new regulatory regime for insurance companies, create for pension schemes?
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Capital Flows: Capital flees emerging markets
Capital flight from emerging economies is an important part of the story of global stockmarket volatility and plummeting bond yields
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Asset Management Fees: What’s the going rate?
Despite calls for a greater level of alignment between asset managers and pension funds, alternative fee models have not yet taken off
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Vietnam: Ripe for take-off
Picking up the pace of Vietnam’s privatisation efforts is key to a more robust capital market, argues Thu Hoai Nguyen
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Strategically speaking: Loomis Sayles
This year, Loomis Sayles will be celebrating the fifth anniversary of its European headquarters in London. The Boston-based active manager has plenty to cheer about its presence this side of the Atlantic
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Hedge Funds: Efficiency or waste?
Negative sentiment against hedge funds is overblown providing investors can identify the right managers using a robust approach, according to Chris Redmond
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Financial technology: big data, greater expectations
In an age of big data, investors are making increasing demands on their managers, who are also faced with rising security and regulatory challenges, writes Vanessa Drucker
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ESG: Accounting for nature
Elisabeth Jeffries reports on a new management tool to help companies assess environmental risks and their use of natural resources
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FeaturesClimate change: The two degree dilemma
The Paris climate summit has pointed the way towards a low-carbon future. But what can investors do to move beyond simply measuring their carbon footprint?
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Make cash pay
Cash holders do not have to settle for low yields from traditional cash management vehicles. Enhanced cash vehicles offer higher yields
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Brazil’s trapped potential
Brazil’s huge market and competitive global companies hold out promise for investors but its economic recovery is being fettered by a political impasse
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Age spectre haunts Japan
Abenomics is faring in the battle to bring Japan’s ecomomy out of the doldrums to cope with a rapidly ageing population
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Equity Earnings: Burning the furniture
Many companies with strong balance sheets are using that position to bolster weak income statements
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Alternative Credit: Portfolio role for alternative credit
Alternative credit provides a breadth of diversity that can help investors create better risk-adjusted portfolios for outperformance in a tough market, writes Nimisha Srivastava
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African Private Equity: The bright continent
Carolyn Campbell describes how Africa’s expanding middle class, rising GDP and government policies are fuelling opportunities for private equity
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High-Yield Bonds: Uncharted waters
Is the sell-off in high-yield bonds an indicator of broader weakness, or an opportunity for contrarians to pick up yield?
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Assessing AIFMD
Kai Braun considers the Alternative Investment Fund Managers Directive (AIFMD) and finds that operating models have stabilised
