All Investment Briefing articles – Page 5
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FeaturesBriefing: Growth beyond COVID
The outlook for institutional investors may be gloomy, with the global economy in recession and interest rates stuck at extremely low levels.
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Features
Briefing: Timing is everything in distress
After an extended period in the wilderness, distressed debt funds – bereft of opportunities because of ultra-low interest rates and economic buoyancy – are back in the spotlight with large players coming to the market.
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Features
Briefing: The long march to deleveraging
Global debt reached a new record during the first quarter of this year, reaching 331% of GDP, or $258trn (€229trn), according to the Institute of International Finance, the global association of the finance industry.
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FeaturesThe Renminbi: A matter of trust
Only a few years ago, there was much hype about the renminbi becoming the next significant reserve currency and potentially even threatening the dominance of the dollar.
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FeaturesHedge funds: ‘Real life’ portfolio evaluation
Outlining an equal volatility-adjusted approach to hedge fund management
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Special ReportSWFs: Never waste a good crisis
Despite pressure on revenues from oil and gas, Arab sovereign wealth funds are taking opportunistic bets in foreign markets in the face of global economic turmoil
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Features
Briefing: The unbearable lightness of investing
Open the newspaper. Any newspaper. Read the front page and then the money pages. Absorb, assimilate, repeat. After half a dozen goes, a pattern is clear.
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FeaturesBriefing: Hybrids come into their own
Back in the days when sailors relied on sails, they used to dread the doldrums – that zone near the equator where trade winds converge, generating windless weather.
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Features
Briefing: Six insights on PE
Considerations for private equity investors in light of the coronavirus pandemic
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Features
Briefing: A close look at active credit
Research suggests credit mutual funds and hedge funds are not delivering outperformance
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FeaturesBriefing: COVID-19 crisis shines light on private equity tech
It was five years ago that Partners Group’s disaster-recovery team began preparing for a crisis like the one that would shut down all but four of its 20 offices by the end of March.
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FeaturesBriefing: Europe turns Japanese
Despite the more immediate concerns of the COVID-19 pandemic, the spectre of ‘Japanisation ’ casts a dark shadow over euro-zone investment markets. It is possible that the current crisis will supercharge the pre-existing trend for Europe to follow Japan’s economic and financial experiences.
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FeaturesBriefing: A safe haven
Treasuries, the yen, and gold all traditionally serve to harbour investors in times of stress. A closer look at the current demand for Treasuries, however, paints a complex world view with implications for financial markets. Yields suggest it might remain ugly for another decade.
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FeaturesEmerging market outlook
Emerging markets have a knack for being in the headlines for the wrong reasons. They also stand out as sources of growth for investors who face low interest rates and muted economic performance in the developed world
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FeaturesDollar/sterling: The road ahead for cable
The twisting path of the dollar/sterling relationship over 2020 will provide ongoing theatre, punctuated by moments of intensity
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FeaturesWhere insurers are placing their money
Insurers’ investment decisions can influence economic growth and developments in capital markets
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FeaturesThe proof of the Brexit pudding is in the eating
Brexit “got done”, to paraphrase the British prime minister, at the end of January. But the exact form it will take is still to be determined
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FeaturesAre cryptocurrencies an asset class for institutional investors?
Cryptocurrencies are sweeping the world in terms of news headlines but how should institutional investors react?
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FeaturesBriefing: Central bank about-turn bolsters gold
Gold is unlike any other commodity. It has few industrial applications of any note. It is widely used in jewellery partly because of its aesthetic appeal but also in many cases as a form of investment. Central banks distance themselves from acknowledging the precious metal as a kind of universal currency yet still keep thousands of tonnes of it locked away in their vaults.
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FeaturesChina: On a long climb up the ESG ladder
China is the world’s biggest emitter of greenhouse gases, compels imprisoned Muslims in Xinjiang to toil in factories, and has Communist Party committees embedded in companies, exercising a shadowy influence over management. It is, in other words, not exactly a poster child for good ESG performance.
