All articles by Lynn Strongin Dodds – Page 4
-
Features
Portfolio Construction: Themes for defensive investing
Global uncertainties and disruptions call for more care when building a defensive portfolio
-
Special Report
Gaining currency as a risk control
Lynn Strongin Dodds finds that worries about currency risk are leading investors to consider factor-based approach when investing in foreign exchange markets
-
Special Report
The growth has only just begun
Lynn Strongin Dodds sees signs pointing to a continuing rise in factor-based investing
-
Special Report
Corporate Bonds: Investment-grade boost
Central bank action in the UK and euro-zone has boosted the investment-grade corporate bond market. Lynn Strongin Dodds examines whether this can continue
-
Features
Italian Banks: Little cause for panic at this stage
While Italy’s banks are languishing because of a legacy of poorly performing loans, there is a belief that the EU will not let the sector fail
-
Special Report
Asset-Backed Lending: Take your pick
Europe offers good prospects for asset-backed lending with opportunities for investors to step into the shoes of banks in certain markets, reports Lynn Strongin Dodds
-
Special Report
Pioneers: Better be smart
Lynn Strongin Dodds finds that as the strategy becomes more popular, pioneers in the alternative-indexation field are warning investors to avoid being just performance chasers
-
Special Report
Index Providers: Benchmark bonanza
The rapid growth and popularity of new of multi-factor smart beta strategies are fuelling the creation of a plethora of indices
-
Asset Class Reports
Small and mid-caps and corporate governance: Battle for a common ground
We map the obstacles in the way of a unified approach to corporate governance in a Europe characterised by a north/south divide in small and mid-caps
-
Special Report
Financial Markets: Europe still courting China
European financial centres are still keen to court China despite the country’s economic slowdown and recent market meltdown. Lynn Strongin Dodds reports
-
Special Report
European Credit: Quality please
Lynn Strongin Dodds finds managers cautiously selective on European credit in the face of wider turmoil and a sluggish outlook
-
Special Report
Are risk parity funds staying true to their name?
There is a growing divide between the theory behind risk parity strategies and the investment products on offer
-
Special Report
Credit: Dutch mortgage market thrives as investors pour in
Assets held in Dutch mortgage funds grew by a staggering 81% or €3bn during 2014
-
Special Report
Hybrid securities revolution is here to stay
In just three years corporate and financial hybrid securities have become a major new feature of the fixed-income landscape
-
Special Report
Smart beta and fixed income: Here for the duration
Smart beta would appear to make a lot of sense in fixed income, but market peculiarities can add complexity to many of the resulting products
-
Special Report
Beta, smart beta, alternative beta: Extracting equity market risk
Those who criticise the smart beta concept suggest other ways to extract equity market risk
-
Special Report
Special Report, The M&A Cycle: Feeding frenzy
While European valuations have dipped recently thanks to growth fears, cash and equity-rich trade buyers are still competing for assets against the private equity titans like never before, finds Lynn Strongin-Dodds
-
Special Report
Special Report - Emerging Markets: Safety first?
Claims that emerging market investors herded into quality companies in the first half of 2014 raise concerns about troubled times ahead. But as Lynn Strongin Dodds finds, some of that trade has already unwound – and there is a strong counter-argument that investors were, in fact, looking for growth rather than safety
-
Special Report
Pension Fund Governance: Independent thinking
As the world gets more complex, professional independent trustees may come into their own. But, as Lynn Strongin Dodds writes, the choices have to be thoroughly considered, and some potentially serious pitfalls avoided
-
Special Report
Risk and Portfolio Construction: Beefing up the midfield
Investors that need both to limit the volatility of their funding-levels and achieve returns in excess of their liabilities face the twin challenge of low-growth and rock-bottom interest rates. In response, Lynn Strongin Dodds finds them adapting their traditional ‘barbell’ portfolios, albeit slowly, into something more broadly diversified