All Investment Briefing articles – Page 9
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Features
ESG: Cadbury, a governance legacy
Published 25 years ago this month, the Cadbury Report introduced the first comply-or-explain corporate governance code
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Features
Carbon footprints: Only so deep
Stakeholder initiatives and regulation have encouraged the take-up of carbon footprinting but the practice has limitations as a measure of risk
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Features
Hybrids: Best of both worlds
Preferred securities offer high coupons and high yields compared with most purebred bonds
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Features
Active investment rebounds
After a period of underperformance, active investment strategies are on the up – for now at least
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Features
Portfolio Construction: Themes for defensive investing
Global uncertainties and disruptions call for more care when building a defensive portfolio
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Features
Private Equity: Buying in a seller’s market
Private equity has outperformed the public markets for the past five years and institutional investors have been ramping up allocations
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Features
China’s MSCI inclusion widens the assets horizon
The addition of China A-shares to the MSCI Emerging Market index is symbolically important for China and could lead to improvements in regulation and corporate governance
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Features
Macro Matters: The revenge of geography
The internet is fuelling rising global populism and digital protectionism
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Features
Oil: Changing oil price drivers
New technologies are among factors transforming global energy markets
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Features
Trade dispute: Germany against the rest
Foreign criticism of Germany’s strong trade performance is escalating
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Features
Briefing: Cyberwar without end
Financial institutions are involved in a cyber arms race against criminals
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Features
Briefing: Greece's political millstone
Uncertainties in the euro-zone pose a risk to Greece’s improving economy
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Features
Briefing: MiFID II – The birth of a market
As MiFID II comes into effect, asset managers and brokers must negotiate a price for sell-side investment research
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Features
Convertibles: A fundamental shift
Convertibles are gradually being recognised as an asset class in their own right
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Features
Mononationals: Case for foreign domestics
An unexpected consequence of globalisation is that it may be more beneficial to invest in firms that are predominantly national
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Features
Global Economy: Is growth optimism justified?
Daniel Ben-Ami finds that while there are signs that the global economy might be bouncing back, doubts are being raised by the weakness of the recovery
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Features
Portfolio Construction: Benefits in being ‘insurance-like’
Sorca Kelly-Scholte and Michael Buchenholz say that pension funds can build better portfolios by adopting strategies used by insurers
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Features
South Asia: Adjusting to new realities
The Indian subcontinent is adjusting to the realities of the new administration in Washington, writes Joseph Mariathasan
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Europe: Managing geopolitical risk
European investors face an unprecedented array of political risks over the next few months. Daniel Ben-Ami reports
