All Special Report articles – Page 104
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Special ReportRussia: Untapped energy
Martin Delaney discovers that it is the growing middle class and its appetite to consume that drives Russian markets – not just oil and gas
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Fees: Just rewards
Unfairness, high levels, perverse incentives: fees are always guaranteed to raise temperatures. Martin Steward considers some imaginative proposals for alignment of interests
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Asset Allocation: Slow and steady
They are not racy or sexy and they are certainly not the next hot thing. But Peter Taberner finds that ‘high quality’ equities might suit investors’ jaded palettes
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Asset Allocation: Just got bigger
Euan G Munro discusses structural changes to the role of asset allocator and asks whether they should be empowered with further responsibilites within the investment process
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Special ReportAsset Allocation: Raincoat and sunglasses
Today’s distorted and correlated markets confound asset allocation. Martin Steward asks when normalisation will be restored, and how to manage the transition
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Cleantech: no longer a dirty word
Smart grid and biomass are two sectors investors in renewables might consider if they are looking beyond the more traditional headline-hitting solar and wind energy. Nina Röhrbein reports
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Inflation Assets: Infrastructure coming of age
Infrastructure assets are a great fit for pension fund portfolios, argues Danny Latham, but the sector needs more standardised risk and performance measures
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Inflation Assets: The Eternal Coin
In an age when plastic and digital forms are taking over the role of money, a coin that never loses value could be the solution to a lifelong problem, write Malcolm Cooper, Ian Harris and Michael Mainelli
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Special ReportInflation Assets: Timber
Investors recognise the inflation-hedging properties of timberland. Martin Steward asks whether it can be managed for regular inflation-linked cash flows
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Inflation Assets: Intricacies of infrastructure
Infrastructure can offer some inflation protection, but pension funds must know what they are doing, writes Maha Khan Phillips
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Inflation Assets: Safe as houses
Martin Steward looks at some alternative real estate-related cash flows for their inflation-sensitivity and minimal exposure to capital value volatility
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Special ReportInflation Assets: The great divide
Anthony Harrington surveys competing views on the direction of inflation and bond yields
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The Nordic Region: Early movers and growing assets
Susanne Jacobson and Linda Stany assess the role smaller investors are playing in the responsible investment area
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SRI conquers non-equities territory
The emergence of new types of SRI strategy is a major factor in driving the market as Eurosif’s 2010 European SRI study highlights. Nina Röhrbein reports
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Who governs the agenda?
The UK’s Stewardship Code leaves something to be desired. For example, what exactly is good stewardship? Nina Röhrbein reports
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Germany: Architect of its own fortune
Make-or-buy decisions are at the root of Gothaer Asset Management’s investment strategy, finds Nina Röhrbein
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Special ReportCurrency: Common currency
Portfolio engineering with FX exposures would be much simpler if we could identify its beta. Martin Steward looks at the range of candidates
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Currency: Keep an eye on your weighting
The Big Mac index tells you nothing about your need to diet, but might help to value currencies. Matthew Craig looks at the more technical version, ‘PPP’
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Currency: Steering for safety
Has the financial crisis changed investor perceptions about safe havens? Christine Senior looks at the question in the FX context
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Special ReportGerrmany: Walk the talk
Murat Ünal argues that genuine corporate social responsibility should go hand in hand with socially responsible investment. Despite the prevalence of CSR policies in Germany, Austria and Switzerland, by contrast, only 10% of institutional investors actively invest along SRI criteria
