Investment Strategies – Page 18
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Features
An historic opportunity
Regulatory pressure, changes to the market structure and an ongoing de-leveraging process make the financial sector compelling for bondholders, argue Robert Montague and Satish Pulle
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Features
Going global for inflation
In Europe, it seems pricey to buy inflation, whether for liability-hedging or simple wealth preservation. Brendan Maton looks further afield
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Special Report
Great expectations
ESG investing is growing in popularity, as Sofie Gravers Jacobsen analyses the results from Kirstein’s investor survey
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Interviews
Geneva conventions
Lombard Odier Darier Hentsch, the 215-year-old Geneva-based banking group, is, of course, a family business. It is just happy coincidence that both the father and brother of Hubert Keller, who co-heads the institutional asset management division, Lombard Odier Investment Managers (LOIM) alongside Thierry Lombard, spent parts of their career with the bank: Keller says he never came across it during his years on the sell-side in London, before joining in 2006.
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Interviews
Bringing the New World to the Old
The third quarter of 2011 was not much fun for Investec Asset Management (Investec AM).
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Special Report
Off the starting blocks
Across central and eastern Europe, the extent to which countries have launched themselves off the ESG starting blocks varies greatly. Nina Röhrbein reports
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Special Report
CO2 on file
Corporates are making patchy progress on the disclosure of their carbon emissions, writes Elisabeth Jeffries. Mandatory disclosure would be a struggle for many
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Asset Class Reports
Hedge Funds: The governance minefield
Milan’s ECPI assesses the sustainability of hedge funds’ portfolios – and their business models. Martin Steward spoke to CEO Paolo Sardi
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Asset Class Reports
Hedge Funds: Still work to do on governance
Hedge funds still suffer an image problem, writes John Donohoe. Carne Global’s latest investor survey reveals the institutional investors’ governance concerns
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Asset Class Reports
Hedge Funds: A decade on the learning curve
Martin Steward spoke to Finnish pension insurance company Varma about its experiences at the cutting edge of absolute returns
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Features
Swiss challenge
Global custodians are finding Swiss accounting regulations a barrier to its custody and servicing market, writes Iain Morse
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Asset Class Reports
Hedge Funds: Once bitten... twice shy
The year 2011 has been a good one for emerging hedge fund talent. However, prospective candidates are being put through their paces by cautious investors, finds Lynn Strongin Dodds
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Asset Class Reports
Hedge Funds: A true alternative
Bainbridge Partners exploits the fact that some hedge fund strategies simply diversify better than others, finds Martin Steward
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Special Report
The shipping news
The shipping business would seem to be directly linked to the health of the world economy. Why would you want to invest as the world slows down? Lynn Strongin Dodds finds that it is not that simple
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Special Report
Turning Japanese?
Technical signals from the bond markets and fundamental economic parallels have spooked some commentators about the ‘Japanisation’ of the world. Anthony Harrington asks if we should be bracing ourselves for the inevitable ‘lost decades’
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Special Report
Forests into fixed income
Despite being relatively new to the fixed income market, green bonds offer responsible investors a good opportunity to invest sustainably. Nina Röhrbein reports
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Interviews
New entrant to European fiduciary management
Here in Europe, the joke says that British Airways is a pension scheme that owns a few planes. The US equivalent claims that General Motors is a social security fund with a sideline in building Buicks.
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Special Report
Too early to tell
It’s clear to everyone that globalisation is re-shaping the world economy. But Maha Khan Phillips asks questions of the consensus around which sectors will benefit
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Asset Class Reports
Hedge Funds: Dose of fee realism
Hedge fund fees do seem to be coming down in aggregate, but Emma Cusworth finds that if you want good performance you might simply have to suck up those charges
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Special Report
Rich diversity
The bewildering variety of multi-asset funds can make them difficult to compare. But Martin Steward thinks that 2011 has revealed some useful patterns
