Investment – Page 37
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Features
Demographics: Global Growth - Doldrums ahead
Niels Jensen argues that an ageing population and lower productivity are the biggest threats to global economic growth
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Features
US Illiquid Credit: Bankers by default
Structural changes in banking, regulation and low interest rates are transforming the illiquid loans market
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Features
Ahead of the Curve: Brands and the city
Doreen Wang says financial analysts should give a company’s brand a bigger line item in investment valuations
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Interviews
Strategically speaking: Amundi
Perhaps one of the greatest lessons of the 2007-08 period for institutional investors was about liquidity. Equity markets dropped precipitously and credit spreads widened, while liquidity in safe-haven assets dried up and other instruments became impossible to trade
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Features
Smart beta bonds: Not so fast
Carlo Svaluto Moreolo looks at the reasons behind the dearth of smart beta fixed-income products
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Features
Ahead of the Curve: Japan’s best is yet to come
A genuine change in corporate governance culture at Japanese companies will underpin good economic fundamentals
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Features
Briefing: Growing importance of the renminbi
Despite recent volatility, the Chinese currency’s role in international trade is growing fast
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Interviews
Strategically speaking: Terra Firma Capital Partners
“The private equity industry is in the midst of a far-reaching structural change that is leading to a bifurcation of the industry,” says Guy Hands, chairman and chief investment officer of Terra Firma
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Features
China Briefing: Foreigners eye Chinese shares
Access to China A-shares, one of the largest equity markets, is becoming easier for overseas investors
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Features
Trade Finance Briefing: Doors open to trade
Greater liquidity and capital constraints have forced many banks to scale back or close down their trade finance operations, creating opportunities for non-bank lenders, says Luigi La Ferla
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Features
Investment Solutions Survey: A wide constellation
IPE’s 2015 investment solutions survey explained
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Features
Ahead of the Curve: Peer share efficiency
John Alexander examines the use of active share, active share efficiency and peer share efficiency for institutional investors
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Interviews
Strategically speaking: Oaktree Capital Management
Howard Marks is the co-founder and co-chairman of Oaktree Capital Management, known in the investment community for memos to clients which detail distressed debt, credit and other investment strategies, insights into the economy, as well as for his distinctive investment philosophy
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Features
Ahead of the curve: Is there a bull in the China shop?
The rise in Chinese stocks up more than 60% since late 2014 has raised concerns about a bubble that might burst
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InterviewsStrategically speaking: NN Investment Partners
The rebranding of ING Investment Management, a well-recognised name in European asset management, is the epilogue to an intricate story that began during the financial crisis of the late 2000s
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Features
Mezzanine Finance: Mezzanine’s brief hour in the sun
Mezzanine lenders stepped into the breach during the darkest days of the credit crunch, and were paid handsomely for their trouble
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Interviews
Strategically speaking: Astellon Capital Partners
Responding to a reporter’s question about what he most feared could blow his government off-course, the British prime minister Harold Macmillan is supposed to have said: “Events, dear boy, events.”
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Features
Ahead of the Curve: Oil be back
Niels Jensen looks at worlwide production costs for getting oil out of the ground
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Features
European Loan Markets: Lending expertise
The European loan market is back in business. 2014 was the first year of net growth – about €30bn worth – since the financial crisis
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Features
Corporate bonds for the long run
The post-crisis world of bond investing is favouring the ‘new’ old-fashioned approach known as buy-and-maintain credit
