All Investment Briefing articles – Page 15
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Features
Burmese days
Rachel Fixsen finds mixed views about Burma as an investment destination for European pension funds
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Features
Financing the real economy
The credit funds industry is evolving fast to meet the needs of the world’s SMEs. Claudio Bocci and Gianmatteo Guidetti provide a survey of the products on offer
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Features
Vital statistics
Headline numbers may obscure the fact that smarter business models are reversing outflows in the fund of hedge funds industry. Emma Cusworth looks at the trends behind the figures
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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
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Features
Fuelling risk
Investors need to consider the extent to which their portfolios are exposed to rising climate-change risk, writes Mark Nicholls
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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
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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
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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
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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
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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
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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
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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
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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
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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
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FeaturesMeeting in the middle
The pressure is growing for pension investors to begin divesting from fossil fuel companies, Nina Röhrbein finds
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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
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Features
The search for yield
Managers believe that high-yield bonds still offer up plenty of opportunities, writes Maha Khan Phillips
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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
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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
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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
