All Investment Briefing articles – Page 14
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Features
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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Features
Demographics: Global Growth - Doldrums ahead
Niels Jensen argues that an ageing population and lower productivity are the biggest threats to global economic growth
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Features
US Illiquid Credit: Bankers by default
Structural changes in banking, regulation and low interest rates are transforming the illiquid loans market
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Features
Smart beta bonds: Not so fast
Carlo Svaluto Moreolo looks at the reasons behind the dearth of smart beta fixed-income products
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Features
Briefing: Growing importance of the renminbi
Despite recent volatility, the Chinese currency’s role in international trade is growing fast
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Features
Trade Finance Briefing: Doors open to trade
Greater liquidity and capital constraints have forced many banks to scale back or close down their trade finance operations, creating opportunities for non-bank lenders, says Luigi La Ferla
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Features
China Briefing: Foreigners eye Chinese shares
Access to China A-shares, one of the largest equity markets, is becoming easier for overseas investors
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Features
Investment Solutions Survey: A wide constellation
IPE’s 2015 investment solutions survey explained
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Features
Mezzanine Finance: Mezzanine’s brief hour in the sun
Mezzanine lenders stepped into the breach during the darkest days of the credit crunch, and were paid handsomely for their trouble
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Features
European Loan Markets: Lending expertise
The European loan market is back in business. 2014 was the first year of net growth – about €30bn worth – since the financial crisis
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Features
Corporate bonds for the long run
The post-crisis world of bond investing is favouring the ‘new’ old-fashioned approach known as buy-and-maintain credit
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Features
ECB exercise to beef up ABS
The ECB hopes its plans to invest heavily in the asset-backed securitisation market will encourage other investors and ultimately help boost real economy lending, writes Anthony Harrington
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Asset Class Reports
Dangerous liquidity
Following another summer of high-yield bond market volatility, Emma Cusworth asks whether ETFs are to blame for credit markets getting riskier
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Features
Race for solutions picks up pace
Incumbent managers have a natural advantage with mature pension funds in the provision of solution-type services, finds Pádraig Floyd
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Features
Not the destination but the path
Vassilios Papathanakos and David Schofield explain why it’s easier to estimate volatility than forecast returns, and why it matters for superior returns and better risk management
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Features
Minimum variance, maximum duration
The prevalence of highly-indebted companies and sectors in minimum-variance portfolios could expose investors to interest rate risk, warns Mehdi Guissi
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Features
Miracle redux?
Investors are hoping Mexico’s reforms spark another growth surge. As Christopher O’Dea reports, the best play may be in the local bond market
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Features
Teenage years
Fiona Reynolds faced a protest storm soon after coming on board at PRI as executive director. Jonathan Williams caught up with her 18 months into her job
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Features
Sounding boards
Charlotte Valeur argues that fund governance should be improved with more pro-active communication between investors and boards, independent of the investment adviser
