Investment – Page 38
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Interviews
Strategically speaking: Kames Capital
Edinburgh-based Aegon Asset Management UK made a nod to its home city when it changed its name to Kames Capital in 2011
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Features
Trading liquidity for yield
Investing in illiquid, private debt markets is undeniably hard work but the rewards can be significant diversification and improved risk-adjusted return
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Features
The ‘Japanisation’ of the economy
Martial Godet and Ankit Gheedia warn that their indicators show the rest of the world sliding into ‘Japanisation’ – just as Japan is escaping it
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Interviews
Strategically speaking: Candriam
“It was difficult to find a name,” recalls Candriam CEO Naim Abou-Jaoudé, a year after Dexia Asset Management needed a rebrand for its acquisition by New York Life Investments. “All the good names are taken!”
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Interviews
Strategically speaking: Thriving on independence
“Our life at AXA was very good,” concedes Ardian’s Vincent Gombault, one year since the private equity firm completed its management buyout of a 52% stake from the insurance giant.
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Features
UK pension funds face inflation risk
Given current forecasts, Andrew Brigden argues that the UK faces a huge shortage of inflation-linked bonds
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InterviewsStrategically speaking: Aberdeen Asset Management
The timing of Aberdeen Asset Management’s £600m (€757m) acquisition of Scottish Widows Investment Partnership (SWIP) at the start of 2014 could not have been better.
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Features
Ahead of the Curve: An era of diminished expectations
Peter Perkins runs through some basic asset and regional allocation strategies to meet the probable economic scenarios of the next decade
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Interviews
Strategically speaking: Assicurazioni Generali
It has been just over two years since Generali CEO Mario Greco took the reins of a company whose governance was in disarray, and whose performance was reflected in a loss of almost 75% of its stock-market value. His appointment immediately stemmed those losses, and the market has since been proved right.
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Interviews
Strategically speaking: Grandmaster Capital Management
“Under no circumstances should you play fast if you have a winning position,” advised Hungarian chess Grandmaster Pal Benko. “Use all your time and make good moves.”
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Features
Ahead of the Curve: Europe is the new China
George Saravelos sees ‘euroglut’ – and consequently one of the biggest capital outflows in history as excess savings flee aggressive ECB easing, sending the euro plunging against the dollar.
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Features
Ahead of the Curve: Contagion spreads
Achilles Risvas assesses the potentially devastating knock-on effects of a fall in bond prices and a flight from credit
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Features
ECB exercise to beef up ABS
The ECB hopes its plans to invest heavily in the asset-backed securitisation market will encourage other investors and ultimately help boost real economy lending, writes Anthony Harrington
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Interviews
Strategically speaking - Majedie Asset Management: Global, naturally
Before this year, Majedie Asset Management had rolled out just five products since it was established in 2002 – one of which was a concentrated version of another. By those standards, 2014 has seen riotous activity, with the summer launches of a US equities fund and two global funds adding to the existing line-up of UK equity and global long/short funds.
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Asset Class Reports
Dangerous liquidity
Following another summer of high-yield bond market volatility, Emma Cusworth asks whether ETFs are to blame for credit markets getting riskier
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Features
Race for solutions picks up pace
Incumbent managers have a natural advantage with mature pension funds in the provision of solution-type services, finds Pádraig Floyd
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Interviews
Three years of the 300
Liam Kennedy spoke to Alan Brown and Saker Nusseibeh, two architects of the 300 Club of investment professionals who seek to challenge mainstream investment practice
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Interviews
Experience, leveraged
Babson Capital immediately springs to mind for institutional investors around the world seeking global fixed-income managers, but that is a key goal for CEO Tom Finke. Having raised $5bn (€3.9bn) from European investors alone in 2013 it certainly looks well-positioned to one day be ranked among the market leaders.
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Features
Post-crisis or pre-crisis?
History warns us that the next crisis is just around the corner. Arturo Bris outlines the shapes it is taking and what we can do to mitigate it
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Features
Miracle redux?
Investors are hoping Mexico’s reforms spark another growth surge. As Christopher O’Dea reports, the best play may be in the local bond market
