Latest from IPE Magazine – Page 737
-
Features
Implementing strategy shifts
Looking at the practical implications for pension funds wanting to implement strategies in response, Nizam Hamid, director of portfolio and index research at Deutsche Bank, says the first issue for institutional investors in the current market conditions has been how to put effective hedges on existing positions. “A more important ...
-
Features
Equity lessons to be learned
When we talk about the devastating effects the US terrorist attacks have had in the equity markets, we have to remember that this has been the last chapter of very long market underperformance. Concerns among institutional investors about returns in their equity portfolios did not start after last month’s dramatic ...
-
Features
Event without precedent
In the aftermath of the terrorist attacks on New York and Washington DC, the future direction of the US economy is shrouded in uncertainty. Though economic forecasting is tricky at the best of times, the unprecedented events of mid-September have left financial experts waiting for political, military and popular reactions ...
-
Features
Quiet caution pervades
Analysis and exhaustive investigation of the possible impact on capital markets of the dreadful events in New York and Washington will continue for sometime. Instinctively, people have looked to past experience in order to try and reconstruct some form of order in today’s shocked environment. Comparisons have been drawn between ...
-
Features
Nowhere to hide
The recent terrorist attack and ensuing tragedy in New York have caused further deterioration of an already depressed equity market in Europe. “We are now certain that there will be a recession in the US which will have a direct knock-on effect on Eurozone markets,” says Peter Nethe, a strategist ...
-
Features
Keeping our powder dry
World financial markets are at a critical juncture awaiting the US political response following the terrorist attacks in New York and Washington. The shock comes at a time when tentative signs that the monetary easing witnessed this year were starting to impact the US economy. The key consideration now is ...