All articles by Martin Steward – Page 6
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News
Tilburg University's Slager sets out checklist for smart-beta investors
Pension fund management professor warns of governance challenges for European schemes
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Asset Class Reports
Small & Mid-Cap Equities: The cycle turns
Dispersion among the top-performing European small-cap managers could split along ‘quality growth’ versus ‘quality value’, writes Martin Steward
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Special Report
Corporate Governance: A little less conversation
List all of the fora, working groups, initiatives, statements of principles, codes and associations dedicated to pursuing better corporate governance and other sustainable business and investment goals, and you would think that this was a hive of world-changing activity.
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Features
Better governance – to what end?
Before Gordon Gekko launches into his “Greed is good” speech, the CEO of Teldar Paper harangues him as the face of the “short-term profit, slot machine mentality of Wall Street”. But Gekko isn’t like the high-frequency traders or quarterly earnings-obsessed benchmark huggers whom we tar with that brush.
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News
ECB to launch quantitative easing in third quarter, BNP Paribas predicts
Manager bullish on 3-7 year part of European supranational bond curve
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News
Denmark's PKA to expand pioneering ‘risk-premia’ strategies
Rates, currencies and commodities could be added to equities after study
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Special Report
Central & Eastern Europe Investment: Diversity in convergence
If there is one conclusion to draw from our survey of the investment opportunity in Central and Eastern Europe (CEE), it is the importance of acknowledging the diversity of the region.
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Asset Class Reports
Emerging market equities – Buyers’ strike?
Cracks may be appearing in the great emerging consumer story. Martin Steward speaks to three managers that have scaled this edifice and offer different perspectives on whether it is time to jump off
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Features
When China sneezes… 2014
The spectre of the volatility that struck emerging markets in 2013 hangs over many of the investment pages of this month’s IPE. And no wonder – it feels like last year provided confirmation, at last, that these markets are entering a new paradigm.
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News
BlackRock sees low rates and possible EM comeback for 2014
Equity bull market can continue on the back of earnings growth
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News
Lower private equity returns structural, say European LPs
Coller Capital Barometer suggests pension funds have finished building specialist teams
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Features
Haggling with the hedge funds
For this month’s Focus Group Survey, we asked 19 readers about hedge funds.
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Asset Class Reports
Hedge Funds: Not just a lion at the gate
Liongate Capital Management understood from day one that hedge fund investing was more what you know than who you know. Ten years later, Martin Steward reports on how this became the institutional mainstream – and where it is going next
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Asset Class Reports
Hedge Funds: Bottom-up on the up
Changes in market behaviour have created an alpha-rich environment that is great for stockpickers and dangerous for market-timers, write Joseph Mariathasan and Martin Steward
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Asset Class Reports
Hedge Funds: “We ask investors what they like”
After almost 10 years of talking to hedge fund managers, this is a first. Erich Schlaikjer, co-founder of the Cambridge, UK-based systematic managed futures specialist Cantab Capital, is showing me what his firm’s trading and research systems can do.
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Asset Class Reports
Hedge Funds: Small is beautiful, again
Joseph Mariathasan and Martin Steward note that smaller hedge funds are enjoying significant new inflows for the first time since the financial crisis. Where is the money coming from?
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Special Report
Outlook 2014: Nothing to lose but your supply chains
This summer I was lucky enough to spend my holidays travelling around Turkey.
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Special Report
Outlook 2014: De-globalisation
Long-established patterns of global trade have started to change. Martin Steward looks into the reasons why, and the longer-term investment implications
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News
Allianz GI’s Utermann expecting macroeconomic ‘Groundhog Day’
CIO sees low rates, deflation fears, contained bond yields and EM debt buying opportunity in 2014
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News
Schroders fund managers ring alarm bells on emerging markets
Manager ’can’t see how crisis can be avoided’ in China