All Investment Briefing articles – Page 14
-
Features
Burmese days
Rachel Fixsen finds mixed views about Burma as an investment destination for European pension funds
-
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
-
Features
Investing in a slow-growth world
Demographic trends probably mean slower economic growth in the developed world. Katherine Davidson argues that a thorough understanding of demographics will be essential for generating alpha in this environment
-
Features
Fuelling risk
Investors need to consider the extent to which their portfolios are exposed to rising climate-change risk, writes Mark Nicholls
-
Features
Inflated expectations
Investors often assume that inflation protection comes as standard with infrastructure investments. Vivian Nicoli warns that it depends on a number of variables and may come at the price of lower expected nominal returns
-
Special Report
Near the cliff edge
Elisabeth Jeffries asks whether investors will be discouraged by an end to specific renewables targets for EU member states
-
Features
Rising sun or false dawn?
Daniel Ben-Ami looks back on a year of ‘Abenomics’, and finds optimism in the early hours of a new day for Japan’s economy and markets
-
Features
A sovereign story: the Argentine experience
Rani Mina and Mark Stefanini argue that precedents set by the Argentine default experience could well be applied to future sovereign defaults including in the euro-zone
-
Features
Illiquid but not non-transparent
Cyril Demaria argues that private equity illiquidity need not prevent the creation of a model for vintage return prediction that can reduce the prudential capital costs of the asset class
-
Features
The US Treasury’s New Year gift
The US Treasury brings to market its first new product in nearly 20 years. Stephanie Schwartz reports
-
Features
From recycle to growth cycle
Brian Bollen asks whether a pick-up in corporate and economic activity can awake the loan market from a torpor of refinancing
-
FeaturesMeeting in the middle
The pressure is growing for pension investors to begin divesting from fossil fuel companies, Nina Röhrbein finds
-
FeaturesInsecurities market?
Charlotte Adlung asks whether events such as the attack on Nairobi’s Westgate shopping centre reveal risks to Africa’s compelling economic, consumer and investment stories
-
FeaturesEmerging consumer policies
While the bottom of the pyramid is served by microfinance, providing finance products for the growing educated middle class is increasingly important for some investment managers, finds Nina Röhrbein
-
Features
Interesting properties
Malie Conway considers European MBS the ‘happy medium’ between liquid REITs and illiquid direct real estate, offering low-volatility returns and floating rates
-
Features
The search for yield
Managers believe that high-yield bonds still offer up plenty of opportunities, writes Maha Khan Phillips
-
Features
More than meets the eye
The usual selling point for ETFs is that they are cheap, but that has rarely held for institutional investors. Anthony Harrington finds less obvious, but arguably more compelling, advantages
-
Features
Nurturing Europe’s mid-market
Taron Wade and Alexandra Dimitrijevic look into efforts to expand Germany’s Schuldschein debt private-placement market to the rest of Europe
-
Features
Rating hybrids
Issuance of hybrid capital in Europe surged at the start of the year and is likely to remain elevated in the near term. Taron Wade discusses how such instruments are rated and why new issuers are getting involved
-
FeaturesA high-yield lesson from history
Richard Ryan warns investors not to respond to apparently tight spreads in investment-grade bonds by simply stretching for the extra 260 basis points available from high yield
