Latest Asset Class Reports -3 – Page 16
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Asset Class Reports
Sensitivity of selected European equity funds to macro factors
The data shows the sensitivity of European equity funds to changes in a selection of macroeconomic factors: European default spreads, European term spreads, European interest rates and European inflation.
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Asset Class Reports
AP7 returns slump to 6% after record highs of previous years
Results significantly down from previous years of returns well over 30%
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Asset Class Reports
Investing In High-Yield Bonds: Does fortune favour the brave?
Liquidity has plunged and performance has been poor with US metals and energy issuers suffering most greatly
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Asset Class Reports
Energy: Not quite meltdown
The US energy high-yield sector should not be written off, according to Joseph Mariathasan
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Asset Class Reports
High-yield bonds: Beyond the benchmark
Investors will need to take into account shortcomings in high-yield benchmarks and the idiosyncratic nature of markets when selecting a strategy
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Asset Class Reports
Sensitivity of high-yield strategies to macro factors
The data shows the sensitivity of high-yield funds to changes in a selection of economic factors – global default spreads, global term spreads, global interest rates and global inflation
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Asset Class Reports
Small & Mid-Cap Equities: Digging for victory
Successfully investing in small and medium-sized companies involves getting to know the intricacies of how relatively simple businesses work
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Asset Class Reports
US small & mid-caps: In the land of the brave
Led by technology and healthcare, the US small-cap sector is the most dynamic in the world but some companies are becoming overvalued
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Asset Class Reports
Mid-caps: Time to take the middle road
Offering better outperformance than large-caps and more robust than small-caps, mid-caps are particularly attractive
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Asset Class Reports
Small and mid-caps and corporate governance: Battle for a common ground
We map the obstacles in the way of a unified approach to corporate governance in a Europe characterised by a north/south divide in small and mid-caps
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Asset Class Reports
The case for listed small-caps
The liisted small-cap and mid-cap market could be a better place for investors to start when considering a move into private equity
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Asset Class Reports
Investment Grade Credit: A fork in the track
Divergent monetary policy is driving investment-grade bond strategies, with greater opportunity in the US market than in Europe
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Asset Class Reports
Liquidity: Cloud with a silver lining
Lower liquidity in fixed income markets, including investment grade, gives rise to opportunities as well as risks
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Asset Class Reports
Liquid Hedge Funds: Fad or the future?
Hedge funds are using onshore vehicles to replicate the returns of the offshore market. Is this making investment in hedge funds easier or simply another risky alternative?
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Asset Class Reports
Investing In Hedge Funds: Investor Strategy - In or out
Joseph Mariathasan looks at why investing in the hedge fund market is still contentious for many pension funds, even in the current low-interest-rate environment. Is it the fee structures or the economic uncertainity that drives this caution?
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Asset Class Reports
Investing In Hedge Funds: Case Study - PP Pension
Carlo Svaluto Moreolo discovers that Sweden’s PP Pension is still supporting hedge funds, despite the fact that they are not performing particularly well. So why is PP Pension doing this?
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Asset Class Reports
Emerging & frontier market equities – A recurring upbeat record
Despite the volatility currently affecting emerging market equities at the moment, emerging markets have suffered periods of volatility in the past followed by rapid recoveries.
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Asset Class Reports
Emerging grey area
Joseph Mariathasan finds ‘emerging markets’ to be a legacy concept that has become increasingly blurred and illogical
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Asset Class Reports
Call of the frontier markets
Frontier markets can offer huge attractions but investors need to pay attention to country backdrops and economic effects. Joseph Mariathasan reports
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Asset Class Reports
Iran: A giant prospect on the horizon
Iran looks likely to be reintegrated into the global community after the question of nuclear proliferation has been resolved. Joseph Mariathasan looks at what the opening of one of the world’s largest inaccessible economies could bring