Latest from IPE Magazine – Page 362
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Special Report
Currency: The world rebalances
Do not be surprised when today’s immense macroeconomic stresses find an outlet in global currency markets, writes Anthony Harrington. And if you can, ready yourself to take advantage
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Special Report
Currency: The FX of turbulence
Currency alpha management is not only well-suited to turbulent markets, argues Jay Moore. It also responds well to stress testing against extreme scenarios
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Special Report
Currency: The future (or not) of the euro
A strategically-placed relative has left Neil Record with the lowdown on how the euro crisis is perceived at the top table of European politics. Here’s what he learned
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Special Report
Currency: Riding the ‘Redback’
China’s renminbi is set to become one of the world’s major reserve currencies. Philip Poole anticipates more supply of RMB-denominated bonds to foreign investors to fuel that project O
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Special Report
Currency: 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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Features
Currency affairs
Three-quarters of respondents to this month’s Off The Record survey used currency management, 91.5% of these doing so for currency exposure hedging and 8.5% for returns.
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IP Asia
Emerging allocations: The Tide of History
by Joseph Mariathasan - A sensible solution could be to allocate a proportion to dedicated large emerging markets strategies and the rest invested in a global strategy focused on the smaller emerging and frontier countries.
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IP Asia
Bringing the New World to the Old
by Martin Steward - Investec are the only firm that has successfully migrated from the Southern Hemisphere to build a competitive global position in institutional active asset management without a string of acquisitions - according to CEO Hendrik Du Toit
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IP Asia
How the Euro crisis affects investments
by Lynn Strongin Dodds - Prime office space is the only property sector expected to show capital growth in 2012.
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IP Asia
Asian sovereign funds – what drives them?
Joseph Mariathasan looks at the giants of the investment world and how an understanding of what drives their investment decisions is of interest to fund managers, governments and the wider public.
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IP Asia
How smart is your beta ?
As Japanese investors continue to assess what conclusions to draw from the financial crisis, the concept of “smart beta” is drawing attention from an increasing number of pension funds.
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IP Asia
Japan's DC system after 10 years
A survey by the Ministry of Health, Labor and Welfare finds subscribers to corporate defined contribution (DC) pension funds climbed to 4 million as of July 31, accounting for one out of every eight salaried workers.
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IP Asia
Japan's PFA cuts managers as reserves decline
The Pension Fund Association (PFA) has cut five foreign managers and is increasing its ratio of funds managed in-house, while remaining committed to expanding its external managers.
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IP Asia
Chinese trust companies – coming in from the shadow
China is making a distinct attempt to legitimise and professionalise the trust sector, whose growing asset management function presents new opportunities for foreign and Chinese investors alike, Iain Mills reports.
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IP Asia
CIC restructures for overseas push
Iain Mills looks at China’s sovereign wealth funds as China Investment Corp undergoes a major restructuring and continues its gradual expansion into active management strategies.
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IP Asia
AustralianSuper: treading the unlisted path to diversification
Brendan Swift looks at the transfer of the range of product and services of Westscheme, which provides superannuation for people living and working in Western Australia, into AustralianSuper.
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IP Asia
Asian debt coming into focus
Investors should consider Asia first when structuring their bond portfolio and get rid of the notion of emerging market debt being junk, according to Aberdeen Asset Management. Barbara Ottawa reports
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Features
A tricky rebalancing act
Last month I attended Lazard Asset Management’s annual investment dinner, where the guest speaker was Peter Mandelson. Lord Mandelson spent eight years as UK Secretary of State for Business, Innovation and Skills and European Commissioner for Trade, so I considered my questions carefully.
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Features
French regulator urges investment in SMEs
The French government’s initiative to set up a private equity fund with institutional investor capital to help small and medium-sized enterprises (SMEs) secure investments comes as a surprise, considering the bad press accorded to private equity in France since 2008.
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Features
QE2: Good for the economy, bad for pensions?
While many in the flnancial market welcomed the Bank of England’s relaunch of quantitative easing – or QE2 – committing a further £75bn (€86bn)to its asset repurchase facility, the timing of the announcement took everyone by surprise – including those in the pension industry, who immediately called for an “urgent” meeting with the regulator.
