All articles by Martin Steward – Page 19
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Interviews
IAM what IAM
It’s been an eventful few years for fund of hedge funds International Asset Management (IAM).
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Special Report
Seed capital
Global demographics are driving agricultural returns for both financial and real assets, writes Martin Steward
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Features
Bitter medicine
Central banks are preparing to flood the market with paper on the one hand while ‘printing money’ to hoover it up on the other. Martin Steward asks what it means for bond yields, pension fund solvency and asset allocation over the coming months
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Special Report
Carried away
Market volatility and central bankers racing each other to zero have beaten up the carry trade. Does this make the case for a diversified exposure to currency absolute return strategies? Martin Steward reports
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NewsEU hedge fund 'passports' will take five years to deliver benefits
[14:00 CEST 26-05] EUROPE - Most hedge fund and private equity managers are unlikely to benefit from the passport provisions of the European Commission’s Draft Directive on Alternative Investment Fund Managers (AIFM) before 2014, even though they will have to meet its requirements as soon as it becomes law.
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News
Pension funds act on negative swap spread
[13:00 CEST 14-05] GLOBAL - Pension funds have been lining up to take profits from the interest-rate swaps they have put in place for liability-driven investing (LDI), according to their fixed income managers and advisers.
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Interviews
Revolution for survival
Jan Straatman has chosen a quote from Charles Darwin as the motto for his plans to restructure €330bn Dutch investment management giant ING: “It is not the strongest of the species which survive, nor the most intelligent, but those most able to change.”
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Special ReportGetting a grip
The financial crisis has uncovered the shortcomings of traditional asset-class and market diversification. Martin Steward asks whether there is a better way
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Features
Greeks bearing gifts
Volatility is one of the best diversifiers money can buy, and yet few pension funds recognise it as an asset class. Martin Steward explores the possibilities
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News
Straatman to overhaul ING as multi-boutique
[11:00 CET 12-03] EUROPE - Jan Straatman, who joined €300bn investment management giant ING last August as chief investment officer, is set to deconstruct its traditional 'silo'-based structure and transform it into a multi-boutique firm with hedge fund-style risk management.
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InterviewsBig in Japan – ready for Europe?
Having been through its own painful credit crunch during the ‘lost decade’ of the 1990s, Japan entered the current global version with government, corporate and household debt at relatively healthy levels.
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InterviewsKeeping it real
Ask pension fund managers what are the risks that keep them awake at night, and they will probably start with longevity.Close behind will be interest rates and inflation.
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Features
Time to call a specialist?
The credit-market dislocation has opened up opportunities well beyond core corporate bonds. Martin Steward asks whether pension funds should get specialists onboard, or just loosen their existing bond mandates
