All Special Report articles – Page 98
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Special Report
Currency: The world rebalances
Do not be surprised when today’s immense macroeconomic stresses find an outlet in global currency markets, writes Anthony Harrington. And if you can, ready yourself to take advantage
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Special Report
Currency: The FX of turbulence
Currency alpha management is not only well-suited to turbulent markets, argues Jay Moore. It also responds well to stress testing against extreme scenarios
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Currency: The future (or not) of the euro
A strategically-placed relative has left Neil Record with the lowdown on how the euro crisis is perceived at the top table of European politics. Here’s what he learned
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Special Report
Currency: Riding the ‘Redback’
China’s renminbi is set to become one of the world’s major reserve currencies. Philip Poole anticipates more supply of RMB-denominated bonds to foreign investors to fuel that project O
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Special Report
Currency: The future of the renminbi
Routes other than ‘dim sum’ bonds might make more sense for exposure to China’s currency over the short term, suggests Hayden Briscoe
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Special Report
Currency: Coming together in a crisis
Far from prising the euro-zone apart, Frank Velling argues that current traumas will bind members closer together
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Special Report
Currency: A game of relativity
The Swiss National Bank’s most recent intervention brought blessed relief to Switzerland’s pension funds. Emma Cusworth assesses the trade-off between capitulation to haven hunters and rising inflation
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Currency: The real thing?
Using emerging market currencies to exploit the ‘Balassa-Samuelson’ hypothesis is a seductive idea, writes Martin Steward. But it might not work in a new world of ‘inflation tolerance’
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Special Report
Public meets private
Infrastructure is highly visible and long term, so investors need to stay in control of ESG concerns. Nina Röhrbein reports
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Special ReportGermany: Kandlbinder 2011
Investor faith in Spezialfonds continues after the highest year of inflows since 1998, writes Till Entzian
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Special Report
Germany: Active and domestic
Nina Röhrbein reviews a recent study on Spezialfonds demand from the investor’s perspective
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Germany: A new driver
In July, Thomas Richter took over as head of the German asset management association. He tells Barbara Ottawa he wants to improve the industry’s image in retirement provision
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Special Report
Do ESG strategies hurt performance?
Iordanis Chatziprodromou asks if there are identifiable risks associated with general ESG-driven investment strategies
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Special Report
Germany: Investing in investors
Martin Steward asked Michael Klimek about his company’s innovative co-operation model in investment management
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Special Report
Germany: Lone wolf
Martin Steward meets a manager offering an unusual combination of small-cap and absolute-return option strategies
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Special Report
Germany: Long-term growth
The overall DAX pension funding level has risen slightly, according to Thomas Jasper and Alf Gohdes
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Special Report
Pharmas in better health
Although improving, the pharma sector still has social and environmental challenges to address. Nina Röhrbein reports
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Special Report
Fiduciary Management: Slow burn
A few early adopters have embraced fiduciary management in the UK. Gill Wadsworth asks whether they were wise to do so
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Special Report
Fiduciary Management: Who’s watching the watchers?
Specialist overseers have a crucial role to play for pension funds using fiduciary managers. But the trustees themselves must watch the watcher, writes Brendan Maton
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Special Report
Fiduciary Management: What’s wrong and what’s right
It seemed so full of promise, says Peter Kraneveld. But was fiduciary management just a fad? Did it ever get off the ground?
