All articles by Lynn Strongin Dodds – Page 6
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Features
The long and short of it
With the deep-value trade over and macroeconomic volatility abundant, Lynn Strongin Dodds assesses the case for absolute return in credit
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Special Report
Credit: Steady as she goes
Even Europe’s most sophisticated pension funds took a sober view of the greatest credit value opportunity of all time, finds Lynn Strongin-Dodds
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Special Report
Commodities: Beyond oil
Lynn Strongin Dodds considers the extra diversification benefits available from commodities with weaker links to the industrial cycle
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Special Report
The Engaged Investor: Credit for ESG
There are plenty of opportunities for shareholders to make their ESG views known to boards. Bondholders, however, have fewer chances, but they are applying some creativity. Lynn Strongin-Dodds reports
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Features
Cashflow kings
Any long-term investor should be a dividend investor, notes Lynn Strongin Dodds. But the rules of the game are changing
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Special ReportPortfolio Construction: It’s the economy, stupid
Efforts to diversify have for too long assumed that we live in non-cyclical economies, and ignored the mix of economic factors that drive asset-class risk. Lynn Strongin Dodds takes a tour of some alternatives
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Special Report
Carry on recovery
Uncertain economic recovery and the global rebalancing to a ‘new normal’ argues for volatility and directional emerging market FX trades, but Lynn Strongin Dodds finds that it’s too early to write off the carry trade
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Special Report
Multi-strategy gains currency
Investors should adopt a broad and diversified approach when investing in currency markets, finds Lynn Strongin Dodds
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Special Report
Natural assets
The equity of natural-resource producers is not perfectly correlated with commodities, but that is why they represent a useful, diversified exposure to the long-term commodity story, finds Lynn Strongin Dodds
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Special Report
Back to basics
Years of under-investment in risk management cannot be solved simply by buying the hottest new technology, warns Lynn Strongin Dodds
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Features
The old ways are out
Convertible bond issues have been thin on the ground in this recession, but sooner or later even highly-rated large-caps may tap the market for refinancing, says Lynn Strongin Dodds
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FeaturesManager Profile: CAAM
Convertible bonds might be taking a battering from the current crisis but CAAM is banking on its experience in the sector to see it through, finds Lynn Strongin Dodds
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FeaturesInvestor case study: APG
The Dutch giant is not about to turn away from convertibles as a way to tap into equity upside while retaining some downside protection in a falling market, says Lynn Strongin Dodds
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Special Report
ICAP recommends reforms to OTC
A recent report argues the OTC market should improve price transparency but should not move to an exchange traded basis, says Lynn Strongin Dodds
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Features
Moving from passive to active
Pension funds are looking to commodities to generate alpha returns, finds Lynn Strongin Dodds
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FeaturesSetting the parameters
Lynn Strongin Dodds looks at currency as an asset class and discusses the factors investors should consider
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Features
Inflation assets: alternatives from inflation
Lynn Strongin Dodds looks at the use of alternative assets as a means of protecting against inflation.
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Features
Bricks and mortar
The future looks challenging for private equity real estate funds. Lynn Strongin Dodds reviews the outlook and highlights some of the brighter spots
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FeaturesHedging against inflation risk
Inflation-linked ETFs can play an important part in protecting the value of a portfolio. Lynn Strongin Dodds reports
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Features
Caught in the headlights
How has the sub-prime affair and resulting liquidity crisis affected the institutional investment management paradigm? Lynn Strongin Dodds reports
