Latest Asset Class Reports -3 – Page 17
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Asset Class Reports
PGGM keen on 'space between' private equity, infrastructure
Dutch manager looks at assets with lower operational risk, while taking equity stake
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Asset Class Reports
Global Equities: Ecology of a mega-cap
China has leapfrogged Japan into second place after the US on the global mega-companies list. We explore attributes that help companies develop into giants
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Asset Class Reports
Global Equities: Where is the treasure?
Joseph Mariathasan assesses the outlook for active management in a global equity sector beset by excessive liquidity and volatility
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Asset Class Reports
Holistic approaches to EM debt exposure
Asset allocation is key to successful investment in emerging markets. But the real task is working out how best to invest among the wide range of assets and strategies available
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Asset Class Reports
Outlook: The case for EM debt
Opinions vary on the long-term prospects for emerging market debt
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Asset Class Reports
Mexican peso: No good deed goes unpunished
The Mexican peso has suffered as investors have sold the formerly favoured currency following concerns about China and the global community slump
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Asset Class Reports
Investing In US Equities: It’s the economy, stupid
The prospects for US equity markets depend largely on the performance of the underlying economy
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Asset Class Reports
US Equities: Time to go?
Leaving the US equity party early may mean foregoing big gains, according to Christopher O’Dea
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Asset Class Reports
US Equities: A value perspective
George Sertl gives a value manager’s view of the US equity market with a focus on key sectors
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Asset Class Reports
US Equities: US banks lose lustre
Dodd-Frank and other post-crisis regulation have changed the US banking sector with structurally lower returns on equity
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Asset Class Reports
Equity Investment: Is the cult of equities dying?
In this first article in a new series, Nick Lyster and Amin Rajan ask whether equities are in remission or revival
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Asset Class Reports
European market volatility to continue for weeks – Blue Sky [updated]
Greek repayment of European Central Bank loan on 20 July ‘crucial’, CIO says
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Asset Class Reports
Euro-zone sovereign bonds: A parallel world
Regulation continues to push European pension funds to invest in euro-zone government debt at increasingly unattractive yields
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Asset Class Reports
Grexit and euro-zone ratings
Greece’s exit from the EU could cause other countries to follow, and ultimately lead to the destruction of monetary union
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Asset Class Reports
Euro-zone sovereign bonds: State of the nations
QE helps but only reform can resolve the euro-zone’s problems, according to David Zahn
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Asset Class Reports
Buybacks briefing: Eating their own cooking
In the past few years, companies from many sectors have found a single new favourite investment – their own stock
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Asset Class Reports
Private Equity: Alternative investment structures
Both general and limited partners are striving to break free of traditional fund structures to find more flexible and efficient ways to commit to private equity
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Asset Class Reports
Pre-listing Support for Private Companies: Joining the ‘elite’
London Stock Exchange’s Luca Peyrano talks about its Elite programme for late-stage private companies and finds that it is preparing to spread its influence across Europe
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Asset Class Reports
Switzerland’s AHV tenders CHF500m global equity portfolio
First-pillar fund announces tender worth more than half of current small-cap exposure
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Asset Class Reports
Oil price impact on high-yield
The oil price fallout in high-yield has so far been contained within sub-sectors of US energy and migh have opened up energy sector value opportunities