All IPE articles in June 2009 (Magazine) – Page 3

  • Eastern values show promise
    Features

    Eastern values show promise

    June 2009 (Magazine)

    While Western financial services world languishes, Pirkko Juntunen notes that firms in the East, such as The BMB Group, appear to be cashing in on opportunities for growth

  • Features

    The real carry trade

    June 2009 (Magazine)

    If you buy into the emerging-market growth and commodities stories, maritime investments could offer another way to diversify your exposure, writes Martin Steward

  • Cover all angles to stay ahead in the game
    Special Report

    Cover all angles to stay ahead in the game

    June 2009 (Magazine)

    Adam Taylor of Liongate Capital argues that a diversified portfolio of alpha managers is the optimal exposure to the commodities story

  • Commodities conundrum
    Special Report

    Commodities conundrum

    June 2009 (Magazine)

    Martin Steward tries to pin down the nature of the commodity risk premium

  • Asset Class Reports

    Africa: the efficient frontier

    June 2009 (Magazine)

    “Africa is where Asia was 20 years ago,” says Richard Segal, a strategist with African financial services firm UBA Capital. “The question is, will Africa be where Asia is now in 20 years’ time?” It certainly struggles against many questionable assumptions. First, that it simply isn’t relevant as an investment ...

  • The hunt for treasure
    Asset Class Reports

    The hunt for treasure

    June 2009 (Magazine)

    Rather than worrying whether the recent emerging market equities rally is sustainable, investors who believe in a long-term growth story should not attempt to time the unpredictable, finds Joseph Mariathasan