All IPE articles in October 2004 (Magazine) – Page 3
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Features
Commodity price strength drives up demand
Commodities have always been considered a highly risky investment not suitable for conservative portfolios. The scarcity of suitable ways of investing in them has also hindered their inclusion in mainstream portfolios. However, the steady rise in prices of commodities, particularly industrial metals and oil, and the flat performance of equities ...
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Features
Guarded welcome for private equity
Private equity is rapidly increasing in popularity among European pension funds. According to the European Institutional Asset Management (EIAM) Survey 2004, continental European institutions doubled the proportion of private equity in their portfolios to 1.3% in 2004 from 0.6% last year. The survey covered portfolios (41% of which were pension ...
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Features
Europe going its own way
For as long as most equity analysts can remember, Europe has trotted dutifully in tandem with the US. The received wisdom is that European equity markets are indissolubly linked to US equity markets, that European interest rate movements will always mirror US interest movements and that what the Fed says ...
