Latest from IPE Magazine – Page 355
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Special Report
Latin America: The long road ahead
Quality assets are not cheap, but those prepared to finance greenfield sites in Latin America can be well rewarded for taking diminishing risk, writes Cécile Sourbes
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Special Report
Latin America: The fat of the land
Fertile soil and good water supply – but lagging development – present a compelling opportunity for agriculture investors, finds Stephanie Schwartz-Driver
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Asset Class Reports
Emerging Market Equities: Tide of history
Emerging markets, and their trade relationships with one another and the rest of the world, are changing. Traditional investment frameworks are struggling to remain relevant, writes Joseph Mariathasan
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Asset Class Reports
Emerging Market Equities: The evolution of fundamentals
Exposure to global smaller companies can capture diversification by market capitalisation, but also by developed and emerging market exposure, writes Nick Hamilton
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Asset Class Reports
Emerging Market Equities: Rooting for acorns
Somerset Capital finds a nice selection of tomorrow’s mighty oaks and quality local businesses among emerging small and mid-caps, writes Martin Steward
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IP Asia
Family offices on the rise in Asia
Accumulating wealth in Asia is driving the growing interest in family offices. Wing-Gar Cheng talks to those involved in this important investor segment.
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IP Asia
Chinese SWFs play key role in outbound investment drive
Iain Mills explores the key role that Chinese sovereign wealth funds play in the country’s outbound investment drive.
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IP Asia
Infrastructure - strong demand across the region
Since the collapse of Lehman Brothers back in 2008, the financial industry has focused on liquidity as the answer to investors’ short term worries. Meanwhile, institutional investors have been looking more seriously at higher yielding and less correlated investments through the private markets. IPA talks to the market players about this trend
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IP Asia
When will the Maharlika open the gates for investors?
Seeking to be one of the main recipients of anticipated international capital flow to Asia, the Philippine Government is focused on promoting the Philippines as a prime investment destination.
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IP Asia
China proceeds cautiously on variable annuities
As China continues to expand its variable annuities (VA) pilot scheme, international debates over the desirability of VA products carry on. Iain Mills examines the issues.
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IP Asia
Pension funds urged to maintain long term horizon
Institutional investors ought to exploit their comparative advantages, and rethink governance and the financial theories they utilise. Wing-Gar Cheng reports.
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IP Asia
Is Asian corporate governance fatally flawed?
Tepco, Japan’s largest utility, which is receiving a bailout after poor board oversight and risk management contributed to the Fukushima nuclear disaster, has been filing falsified reports to nuclear safety regulators since the 1980s
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IP Asia
The future of the renminbi
Routes other than ‘dim sum’ bonds might make more sense for exposure to China’s currency over the short term, suggests Hayden Briscoe.
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IP Asia
Global equities: maintain concentration
Perhaps surprisingly, Joseph Mariathasan finds that well-managed active risk has paid off for global equity funds over recent years.
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IP Asia
Asian hedge funds in 2011 – Review and outlook
In 2011, hedge funds won the contest of “least ugly” versus bonds and equities, and they have disappointed a little throughout the year. Albourne Asia’s managing director Richard Johnston looks at opportunities in the industry in the new year.
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IP Asia
Australia: Pace of consolidation to ease
Brendan Swift examines the future trends in Australia’s A$1.28 trillion ($1.26 trillion) pension industry.
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Features
Where East meets West
The Iron Curtain came down more than two decades ago. With the eastern expansion of the European Union that followed, especially in this time of rapid globalisation, one might have thought that all things would be equal by now. But they are far from it.
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Features
Another fine mess
Ollie: “Buying that bridge was no mistake. That’s going to be worth a lot of money to us someday.” – Way Out West (1937).
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Features
From our perspective: Part of the solution
One of the more depressing side effects of the financial crisis has been the spectacle of government attacks on funded pensions. But the practice is not new. Back in autumn 2003, the Belgian government nationalised €3.6bn in first pillar pension assets held by the former state telecoms monopoly Belgacom. As finance minister, Gordon Brown launched a bold attack on UK pensions in 1997 when he announced the abolition of dividend tax relief for pension funds.
