All articles by Lynn Strongin Dodds – Page 3
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Asset Class Reports
Credit: Interest grows in Chinese bonds
Foreign investors are finding Chinese government bonds increasingly attractive
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Special Report
Factor investing: Keeping a distance from single factors
The fluctuations of single factor returns have bolstered multi-factor strategies
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Analysis
Equities – Innovation frenzy in race for survival
Companies must cope with today’s unprecedented pace of technological disruption and rapidly evolving consumer expectations to stay in business
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Special Report
The buy-side: Greater focus on quality
There is growing demand for research that genuinely adds value
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Special Report
Liquidity & Implementation: Woodford fallout renews focus on ETF risks
The recent suspension of redemptions from Neil Woodford’s Equity Income fund is a cautionary tale and one that has further sharpened the spotlight on the liquidity of mutual funds, a category that includes exchange-traded funds (ETFs).
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Special Report
Innovation: What could disrupt ETFs?
Over the last two decades, exchange-traded funds (ETFs) have been one of the most disruptive forces in the asset management industry. But could the tables be turned? In an era of excitement over the possibilities of financial technology (fintech), are ETFs vulnerable to being displaced themselves?
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Special Report
Rare earths: The building blocks of tech
Everything from batteries, visual displays, catalytic convertors to military hardware are reliant upon rare earths in their production. Unfortunately, investment opportunities in rare earths are not as widely available as their potential uses
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Special Report
Credit default swaps: A bridge too far
The practice of managed defaults – in which otherwise solvent companies deliberately default on their debt – has prompted moves towards tighter regulation
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Features
Briefing: Guidance for valuation of ILS
Valuation has always been an important, albeit thorny, component in assessing insurance-linked securities (ILS) but the higher-than-expected losses in 2017 and 2018 made the number crunching even trickier. The recently published set of guidelines from the Standard Board of Alternative Investments (SBAI) is designed to improve the process but investors should always be aware of the risks attached to this asset class.
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Special Report
Public Markets: Hard to pin down
A mishmash of blurred definitions and terminology borrowed from ESG and sustainability is marring the progress of impact investing in public markets
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Special Report
Strategy: Factor rotation hits record pace
Tilting between factors could work well in this environment
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Special Report
Convertible Bonds: Just the ticket
US convertible bonds have come into their own in the low-interest-rate environment
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Special Report
Regulation: Spotlight on liquidity, transparency and viability
ETFs may represent a tiny speck on the overall investment landscape but they are one of the fastest-growing products in the investment industry
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Special Report
New Technology: A case of adapt or die
Securities services providers have little choice but to go with the flow of new technology
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Special Report
Fixed income: Starting to catch up
Exchange-traded funds have made most of the running in fixed income
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Features
Mortgages: Safe as Dutch houses?
The Dutch residential market offers good opportunities in fixed income, but foreign investors should do their research
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Special Report
Investment Research: A new regime dawns
The advent of the new MiFID II regulations is fundamentally changing the way asset managers relate to research
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Special Report
Sell-side: Tougher competition
Investment banks are cutting back on analysts but the top ones remain
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Special Report
Artificial Intelligence: Embracing the future
What will be the consequences of technological advances upon the research industry?
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Special Report
Currency Management: Risk and reward
The dollar is in danger of losing its safe-haven status