Investment – Page 29
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FeaturesBrexit is no simple break
The implications of the UK’s EU departure will be complex and wide ranging for asset managers
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Interviews
Strategically speaking: Alger
The pain of life and death rarely intrudes into the relatively safe world of the financial markets. But life at its most brutal intruded into the workings of Alger’s headquarters in the World Trade Center on 9/11
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FeaturesAhead of the Curve: Return of the information edge
According to reports, global bond ETFs had their best quarter on record in the first quarter of 2017 with $44.5bn of inflows
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Features
UK Equities: The pariah asset
No one wants UK equities. The influential global fund manager survey published by Bank of America Merrill Lynch reported that they were the most unpopular asset in April
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Features
Macro Matters: Populism is far from dead
Few words are as visceral, and yet as ill-defined, as populism. It has become a catch-all phrase for the sense of malaise sweeping the world
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Features
Asset Allocation: Mirages and safe havens
Creeping tensions have appeared in the interbank market that, in the past, sowed the seeds of economic downturns and financial crises
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Features
Ahead of the Curve: Valuable tools for EMs
Emerging markets have smaller safety nets, making them prone to boom and bust cycles
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Interviews
Strategically speaking: AXA IM
Half Italian, half Swedish, CEO of a French company but resident in London, Andrea Rossi embodies what he would like his tenure to be remembered for – diversity
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Features
Financial Crises: Awaiting the Minsky moment
The bout of marked market volatility in February prompted a heated debate: were financial markets close to a Minsky moment?
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Features
Briefing: Commodity super cycle
The internet can in some ways be said to define globalisation.
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Features
Briefing: Avoiding nasty tax surprises
Taking a consolidated view of taxation not only removes compliance headaches for asset managers but can also give them an edge over other industry players
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Features
Ahead of the Curve: Robots opening doors
The robotics and automation theme has been gaining a lot of attention recently for good reasons. There is an industrial revolution emerging across all industries as they realise that the new tools and applications being developed will be highly disruptive to existing business models. These new technologies cover everything from autonomous cars and delivery drones to surgical tools.
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Interviews
Strategically speaking: Amundi
Dominique Carrel-Billiard joined Amundi in 2016 to head the integration of Pioneer. His unit is tasked with delivering €45bn in net new inflows over the next three years
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Interviews
Strategically speaking: Redington
When they started out in 2006, Redington’s founders claimed they wanted to “do for pensions what Jamie Oliver has done for school lunches”, referring to the popular British TV chef
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Features
Ahead of the curve: An active view on active passive
Most active managers do fail to beat their indices. However, the key word here is ‘most’
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Features
Derivatives: Pros and cons of central clearing
While there is uncertainty over exemptions for pension funds, compliance with EMIR could bring benefits
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Features
Mortgages: Safe as Dutch houses?
The Dutch residential market offers good opportunities in fixed income, but foreign investors should do their research
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FeaturesCryptocurrencies and the state
Digital currencies dominate the media and water cooler conversations these days
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Interviews
Strategically speaking: Deutsche Asset Management/DWS Group
Deutsche Asset Management set about trying to conquer the world in the 1990s and 2000s. CEOs have come and gone, as have brands. Another rebrand will follow this month’s planned IPO
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Features
Ahead of the Curve: Arch nemeses - value and growth
Value has outperformed growth over the long term, but over the past decade value has endured its longest and one of its weakest periods of relative performance on record
