All Special Report articles – Page 78
-
Special Report
Special Report – Emerging markets: Buying opportunity, or structural setback?
Over the past six years, few investment themes have invited such gyrations in sentiment, or generated so much contention, as the emerging markets. After an initial sell-off during the worst of the 2007-08 financial crisis, they clearly outperformed through 2009-11.
-
Special Report
Special Report – Emerging markets: Emerging markets in transition
The rise of the emerging world, and especially China, has transformed the global economy over the past generation, while the past decade has transformed investors’ attitudes to its markets. Daniel Ben-Ami assesses where we are in an ongoing transition
-
Special Report
Special Report - Emerging Markets: Safety first?
Claims that emerging market investors herded into quality companies in the first half of 2014 raise concerns about troubled times ahead. But as Lynn Strongin Dodds finds, some of that trade has already unwound – and there is a strong counter-argument that investors were, in fact, looking for growth rather than safety
-
Special Report
Special Report – Emerging markets: At the frontier
Beverly Chandler takes a closer look at some of the companies that make up the frontier markets opportunity, finding a rich mix of local consumer-finance, technology and manufacturing names that offer investors their last chance to buy into a secular growth trend
-
Special Report
Special Report - Emerging Markets: Fed up with volatility
The Federal Reserve-sparked ‘taper tantrum’ of 2013 revealed how sensitive emerging market currencies could be to interest rates set in the developed world. Caroline Saunders asks whether that volatility told us more about investor sentiment than fiscal fundamentals
-
Special Report
German Asset Management: The devil’s in the details
Barbara Ottawa looks at the impact of legislative and regulatory changes on the German asset management industry
-
Special Report
German Asset Management: Willing but mostly unable
Low yields mean German institutions continue to look at infrastructure. But the opportunities they find are mostly unattractive, says Barbara Ottawa
-
Special Report
German Asset Management: Robust in spite of regulatory change
Institutional investors have maintained their confidence in Spezialfonds through the regulatory changes of the past few years and providers can look forward to a good 2015, according to Till Entzian
-
Special Report
Real Assets: Material changes
Is there is a tension at the heart of this month’s special report? On the one hand, we write about markets undergoing significant change. On the other, we deal with issues arising from the pursuit of dependable, boring, long-term cash flows from real assets.
-
Special Report
Real Assets: Let's roll
Backwardation is back in commodity futures curves. Martin Steward asks, can investors at last expect to be paid for taking risk in the asset class, or is it a flash in the pan?
-
Special Report
Real Assets: Digging a way out of the hole
The misery index reached a new low in Australia this summer as the mining slump continued to bite. But, as Christopher O’Dea reports, a new round of investment is looming as leading emerging-market producers target a bigger share of revenue from their mineral resources and mining companies cut unprofitable projects
-
Special Report
Real Assets: Generating returns
Energy and power in Europe is subject to long-term plans to improve the single market, but also buffeted by the short-term vicissitudes of politics, geopolitics and even natural disaster. Daniel Ben-Ami attempts to clarify the investment themes
-
Special Report
Real Assets: Real challenges
Frances Hudson outlines just how many obstacles lie between pension funds and investment in European real assets, and calls for further debt and securitisation to open up the market
-
Special Report
Real Assets: The sting in the loan tail
Frédéric Blanc-Brude and Majid Hasan present a rigorous – yet implementable – framework for measuring the performance of private infrastructure debt
-
Special Report
Real Assets: Learning from the crisis
European commercial real estate debt is a compelling investment opportunity. But Gareck Wilson warns that new entrants must consider the lessons learned during the recentdownturn, as they provide a valuable insight into the potential pitfalls
-
Special Report
The Top 1000 - Who counts what?
Fennell Betson outlines why so many of the estimates for European pension assets produce different figures
-
Special Report
Top 1000 - Stop pigeon-holing DC
Amin Rajan and Steven Hinds describe a new project that aims to create a typology of defined contribution plans.
-
Special Report
Top 1000: Back to work
The new Parliament and Commission will set a new agenda in Brussels. But there is plenty of work to do on proposals of various kinds that affect pension funds. Compiled by Gail Moss
-
Special Report
Top 1000: Austria - The fight against inertia
Every Austrian born after 1955 who has accrued pension benefits in the state pension system now has a new account, the Pensionskonto. And for the first time, each citizen has also received a letter in which they are informed about their pension benefits from the first pillar pay-as-you-go scheme.
-
Special Report
Top 1000: Belgium - Plenty more to do
The new government has received a raft of recommendations to fix the disparities in the country’s pension system. Is it too little too late?
