Latest from IPE Magazine – Page 351
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Asset Class Reports
European Equities: ‘You can’t handle the truth’
Martin Steward considers a contrarian strategy that is not afraid to go neutral when the market is not in contrarian mood
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Asset Class Reports
European Equities: Stock prices follow earnings? Sometimes...
Frédéric Dodard looks at European stocks through the 1970s, 80s, 90s and 2000s and finds that the market will often pay much less for companies – or much more – than the fair price suggested by their earnings
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IP Asia
Taiwan's pension funds pursue passive-aggressive strategies
Orlando Bowie looks at pending reforms in Taiwan’s pension system and their evolving asset management approach
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IP Asia
Family offices set to boom in Asia, survey shows
Asia will likely see a “boom” in the numbers of new family offices over the next few years, according to a study by UBS and Campden. Wing-Gar Cheng reports.
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IP Asia
Asia’s dynamism in scheme administration
As pension funds across Asia grow in size they are also taking a step up in sophistication, complexity and aggressiveness. Cameron Dueck explores the issues.
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IP Asia
Vietnam: Always the bridesmaid...
With BRIC growth rates looking to have peaked, investors are seeking new high-growth plays in smaller emerging markets. Iain Mills reports.
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IP Asia
How words can lose their meaning
Many Japanese pension funds are appreciating that a large part of their solvency risk lies with them having an investment portfolio that deviates from the portfolio of GPIF.
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IP Asia
Super funds seek extension for MySuper
The A$1.3trn ($1.4trn) Australian pension industry is lobbying the federal government to extend key components of the timetable for the industry-wide implementation of MySuper. Brendan Swift examines the issues.
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IP Asia
ANU seeks to boost in-house management
Australian National University’s investment team is looking to increase the level of in-house management and may boost the use of exchange-traded funds. Daniel Grioli looks at the plan.
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IP Asia
HK mulls further changes to the MPF system
Cameron Dueck looks at the major changes that Hong Kong is considering for its government pension scheme.
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IP Asia
The family office fund manager selection process
Richard Wilson, in his work with family offices and the dozens interviews conducted, has constructed the process family offices employ in selecting fund managers.
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IP Asia
Asian Special Situations
Albourne’s Richard Johnston explores opportunities in the illiquid credit market space.
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IP Asia
Harvest sees growth in frontier market consumption
Tan says. “We have a total of 300 million new consumers, you can feel the heartbeat of consumption.”
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IP Asia
Credit rating - costly mistakes and their consequences
Astute investors then ask the big question: How much accountability do such agencies accept for their deliberations?
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IP Asia
Managing the ethical risks of investing in emerging economies
Emerging markets can be a sustainable source of wealth or a significant risk to your entire business, writes Paul Wenman of InvestAssure.
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IP Asia
Shocks, Black Swans and Climate Change
Among the top ten global risks identified by the experts were fiscal crises, wars and global corruption. However, ranked the very highest when likelihood and impact were combined was climate change.
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IP Asia
SWFs will continue to dominate
Curt Custard, head of global investment solutions at UBS Global Asset Management took time out of his Asian business trip to speak to IPA about the differences he sees between western developed markets and the rapidly growing emerging markets, many of which are here in Asia.
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IP Asia
Choppy commodity flows may persist
After a jittery 2011, the commodities markets look set to continue their bumpy ride this year with slowing growth in China and a second recession looming in the euro zone. But for gold, this remains a good year. Orlando Bowie reports.
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IP Asia
LUCRF Super taps alternatives for returns
Daniel Grioli looks at Australia’s LUCRF Super and the recent review of its balanced fund’s strategic asset allocation.
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IP Asia
Investing in Japan, one year after the earthquake
The Tohoku earthquake of March 2011 was one of the most devastating natural disasters of recent times. Martin Steward asks if it has changed the way investors look at their Japanese equity portfolios.
