Investment – Page 26
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FeaturesBriefing: Coping with lower for much longer
German institutional investors have shifted their asset allocation due to low bond yields
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FeaturesGerman Spezialfonds show modest asset growth
Germany’s Spezialfonds market showed modest positive growth in 2018 in the face of challenging market conditions, with total assets approaching €1.5trn.
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InterviewsStrategically speaking: Wells Fargo Asset Management
By his own account Nico Marais is an extraordinarily lucky man. The CEO of Wells Fargo Asset Management (WFAM) is keen to use every opportunity to emphasise his good fortune. In Marais’s modest telling of his own story, his success is thanks to the qualities of others, rather than to his own merits. “It’s the story of my life. I’ve just always worked for amazing people,” he says.
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FeaturesAhead of the curve: New economy, same old returns?
“You can see the computer age everywhere but in the productivity statistics.”
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FeaturesIPE Quest Expectations Indicator: October 2019
There has been a widening of the equity sentiment gap between the euro-zone and the US, and the UK and Japan.
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FeaturesBriefing: The cliff-hanger of European banks
It has been a bad decade for European financials, with share prices still a fraction of their pre-crisis highs
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Features
Briefing: Give credit to CDS indices
DB pension funds could benefit from synthetic credit exposures provided by credit default swap indices
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FeaturesBriefing: Sri Lanka after the bombings
The tragic Easter Sunday bombings have devastated tourism, a key plank of the economy
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InterviewsStrategically speaking: APG
If people ask Peter Branner why he moved from Sweden to the Netherlands to run the asset management arm of APG he might tell them that he is in effect chief investment officer for more than a quarter of the Dutch population
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FeaturesAhead of the curve: The psychology of contrarianism
Sociologists are likely to see contrarian investors as deviants, while psychologists may see them as healthy, ‘independent’ thinkers
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FeaturesIPE Quest Expectations Indicator: September 2019
Market sentiment has split in two. For the euro-zone and the US, there was a correction that did not affect trends and equities are still favoured. In the UK and Japan, sentiment is moving towards favouring bonds
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FeaturesIPOs: Unicorn hunting
“Public interest in IPOs hasn’t been this high since the dot-com era of the late 1990s,” say analysts at UBS. Such popularity is stoking fears of a bubble in unicorns – privately-financed start-ups valued at over $1bn (€900m) taking listings.
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FeaturesLiquidity: Bad timing
Pension funds lose billions annually in badly timed trades in the capital markets
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InterviewsStrategically speaking: Muzinich & Co
We are living in Disneyworld,” says George Muzinich, the CEO and chairman of Muzinich & Co, a New York-based investment manager specialising in corporate credit.
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FeaturesAhead of the curve: The bubbles to come
Market bubbles would not happen in a perfect world. But humans are not perfect and our economies are inherently unstable.
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FeaturesIPE Quest Expectations Indicator: July 2019
Markets are still driven by political risk and growth prospects. It looks like the two risks are working in the same direction this month.
