Investment – Page 30
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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
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Features
Looking towards a new Japan
The Japanese stock market recently hit a 26-year high. This achievement is even more remarkable when considered against the geopolitical backdrop
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Features
Two sides of the bitcoin
Bitcoin and other cryptocurrencies have attracted as many fans as critics
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FeaturesTake care with precious metals
Gold has been a byword for trust and value for millennia. For many investors today this still holds true
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Features
Ahead of the curve: Why bond covenants matter
For bond investors, who lack a shareholder vote, covenants are the G (or corporate governance) in ESG
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Interviews
Strategically speaking: Janus Henderson Investors
Andrew Formica, co-CEO of Janus Henderson Investors, talks about the benefits and challenges of the recent merger
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Features
Briefing: The return of carry
The carry trade may be making a comeback, after a decade in the doldrums, laid low by the global financial crisis
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Features
Briefing: ‘Ill’-liquidity?
The changing financial services landscape raises doubts about the belief that publicly traded investments are more liquid than private ones
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Features
Ahead of the Curve: Best strategies for crises
US equities are eight years into an equity bull market, which must end. Investors are asking how they can protect their equity allocations if and when a correction happens
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Interviews
Strategically speaking: Natixis Investment Managers
It is a subtle point but important not to miss. Natixis Investment Managers is in plural form. The group is not just an asset manager but an owner of asset managers and the provider of a global distribution platform
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Features
Monetary policy: Too much of a good thing
The ongoing economic expansion is set to become the longest in the post-war era, at least for the US. The debate about the pros and cons of zero rates and quantitative easing continues
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Features
Private markets: The integration conundrum
Integrating private markets within an asset allocation can be rewarding but is also challenging
