All IPE articles in November 2004 (Magazine)
View all stories from this issue.
-
Features
Is passive passé?
Passive investment in equities is often seen as synonymous with indexation, a ‘low risk’ approach to investment that also has the advantage of low fees. However, a little knowledge can be a dangerous thing and nowhere is this morew true than in the world of investment. During the TMT boom, ...
-
Features
Value in Japan
The ups and downs of market sentiment. Feelings about the Japanese economy vary considerably. Opportunities are there but the underlying fundamentals remain uncertain. Beyond doubt is the considerable slack that remains in the system. “We don’t think that the bank of Japan will raise short term rates for quite a ...
-
Features
Politics holds Russian key
Although many investors are quite enthusiastic about emerging markets and emerging market bonds, Russia might not be especially high on the list of desirable destinations for investor money. The default crisis of 1998 left many investors stranded and nursing huge losses and is still clear in the memory of many ...
-
Features
Growth at risk
New highs for oil prices, the latest report on the (non-) existence of Saddam Hussein’s weapons of mass destruction, hurricanes, terrorist bombs, and G7 meetings, and the usual slew of economic data that keeps on coming – all in all just another average couple of weeks for world watchers. Capital ...
-
Features
Playing safe in Europe
The question that has been puzzling Euro-zone equity strategists is why, when the sun has been shining so brightly in Europe, are the European equity markets not making hay? Yet in spite of this, European equity investors have chosen to play safe. Axel Botte, investment strategist at AXA Investment Managers ...
