Latest from IPE Magazine – Page 438
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IP Asia
Volatility funds - capitalising on market turmoil
Volatility funds have gained in popularity in the recent turmoil, though the extremes of turbulence we have witnessed recently have surprised even the specialists
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IP Asia
What's wrong with Risk Management?
Investors who placed their faith in the various risk management tools available may well be asking whether the whole system is flawed. Michael Langton and Angus Hung suggest better governance is at the heart of the solution.
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IP Asia
Japan - staying calm amid the panic
The Japanese equity market is trading below book value and remains one of the cheapest of the global markets. So should international investors be making a tactical switch in favour of Japan at this stage?
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IP Asia
Fear factor drives Japanese investors to alternatives
With 80% of investors lacking belief in stock markets, pension funds would be wise to consider asset classes with less risk than Japanese equities
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IP Asia
Market meltdown a good advert for sustainable investing
As the implications of the financial markets crisis dawns on investors, the search for new growth investment opportunities begins
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IP Asia
Downturn offers boardrooms opportunity for reassessment
Governance consultant Lynn Ralph talks about what institutional investors can learn from her experience of working with Australian superannuation funds
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IP Asia
Why investment is crucial for India
After years of services-led growth, India is now seeing investment and consumption as growth drivers.
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IP Asia
India's urbanisation drives valuation boom
India’s demographics and booming urbanisation are compelling, but risk abounds – valuation and political risk among them.
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IP Asia
India on high risk list in the short term
Indian fund watcher Jacqueline Aldhous assesses the prospects for investors after a disastrous year in so many ways.
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IP Asia
The aftermath of India's 9/11
Asian investing expert Ian McEvatt writes of how Indian professionals are determined not to be knocked off their stride by the recent acts of terrorism in Mumbai.
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IP Asia
The new Indian Provident Fund
Carl Redondo assesses the winners and losers from India’s new pension savings initiative
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Features
IASB continues its comedy of errors
Further deliberation of the International Accouting Standards Board’s (IASB) preliminary views on pensions accounting kicked-off pretty much as we would expect, with staff failing to meet a self-imposed deadline, and a dose of unnecessary secrecy. The plan, said Andrea Pryde, on 19 November, was to “present an overview of the ...
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Features
Commodity turnaround
With volatility is still at its highest levels (56%), the stock markets again had to face adverse conditions in November and produced a significantly negative return (-7.18%), although this was less than half October’s record. The S&P500 index has now returned to its level of July 2003. Similarly, the commodities ...
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Features
Negative streak continues
Hedge funds continued their negative streak for the sixth month in a row, falling 0.8% as November saw the continuation of several of the dominant themes from September and October: distressed selling, deleveraging and redemptions among hedge funds, heightened volatility and an increasing disconnect between asset prices and underlying fundamentals, ...
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Features
Looking ahead to recession
Yield curve/duration The US economy slid into recession in December 2007, says the National Bureau of Economic Research. As we start 2009 the extreme pain being felt in both the jobs and the housing markets is not easing; figures from the Mortgage Bankers Association suggest that in Q3 2008 one ...
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FeaturesAn upbeat Christmas carol
In A Christmas Carol, Charles Dickens describes his most famous character as follows: “External heat and cold had little influence on Scrooge. No warmth could warm, no wintry weather chill him. No wind that blew was bitterer than he, no falling snow was more intent upon its purpose, no pelting ...
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FeaturesPensions portability: Where are we now?
Not quite a dead parrot, it will take a lot longer to get the EU’s pension portability directive back to life, says Gail Moss
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FeaturesInnovation: Used, misused and abused
In the third in a series of articles on a new report, Amin Rajan laments that alpha has been everywhere except in performance numbers
