Investment Strategies – Page 19

  • Special Report

    SRI education must continue

    December 2011 (Magazine)

    A Eurosif study shows a lack of knowledge among European corporate pension funds is hampering greater adoption of ESG factors in their investment strategies, writes François Passant

  • Asset Class Reports

    Hedge Funds: Carving a new niche

    December 2011 (Magazine)

    Hedge funds are booming – but funds of funds are not. Joseph Mariathasan outlines the ways in which the intermediaries are re-thinking their role

  • Features

    Cash in the attic

    December 2011 (Magazine)

    Squeezing a return out of cash can expose funds to unexpected risk. But Charlotte Moore suggests that using it for strategic optionality removes the need to take risk in the search for yield

  • Interviews

    Strategic agility

    December 2011 (Magazine)

    Nordic private equity house CapMan does not make things easy on itself. Its mission statement: “To be the best-performing European private equity firm”.

  • Special Report

    And what about Japan itself?

    December 2011 (Magazine)

    Clearly the view a fund manager takes of Japan’s short to medium term macro prospects has a strong determining influence on their view of Japanese equities. Simon Edelsten, senior fund manager of the Artemis Global Select Fund, likes the fact that neither Japan – nor the rest of Asia – has adopted the EU’s penchant for austerity, or seen their banks have to de-lever to the same extent.

  • Asset Class Reports

    Global Equities: Harvesting risk premia

    November 2011 (Magazine)

    Dimitris Melas notes that institutional investors focus more on the selection of active managers than on the selection and combination of risk premia, despite growing evidence that risk premia contribute more to the long-term performance

  • Asset Class Reports

    Global Equities: An information edge

    November 2011 (Magazine)

    Few still believe that equity markets are efficient. But no-one thinks they are that inefficient, either. Martin Steward speaks to four asset managers who believe they have a proprietary information edge over the run-of-the-mill research process. Two exploit the wisdom of individuals; and two the wisdom of crowds

  • Special Report

    Currency: The world rebalances

    November 2011 (Magazine)

    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

  • Special Report

    Currency: The FX of turbulence

    November 2011 (Magazine)

    Currency alpha management is not only well-suited to turbulent markets, argues Jay Moore. It also responds well to stress testing against extreme scenarios

  • Special Report

    Currency: The future (or not) of the euro

    November 2011 (Magazine)

    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

  • Special Report

    Currency: Riding the ‘Redback’

    November 2011 (Magazine)

    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

  • Special Report

    Currency: The future of the renminbi

    November 2011 (Magazine)

    Routes other than ‘dim sum’ bonds might make more sense for exposure to China’s currency over the short term, suggests Hayden Briscoe

  • Asset Class Reports

    Global Equities: Maintain concentration

    November 2011 (Magazine)

    Perhaps surprisingly, Joseph Mariathasan finds that well-managed active risk has paid off for global equity funds over recent years

  • Asset Class Reports

    Global Equities: A different animal?

    November 2011 (Magazine)

    Edward Mott explores the role of private equity and venture capital in post-recession equity portfolio optimisation

  • Special Report

    Public meets private

    November 2011 (Magazine)

    Infrastructure is highly visible and long term, so investors need to stay in control of ESG concerns. Nina Röhrbein reports

  • Features

    (Really) high yields

    November 2011 (Magazine)

    Dramatic repricing has opened up opportunities in high-yield, finds Lynn Strongin Dodds

  • Special Report

    Currency: A game of relativity

    November 2011 (Magazine)

    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

  • Special Report

    Currency: The real thing?

    November 2011 (Magazine)

    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’

  • Special Report

    Currency: Coming together in a crisis

    November 2011 (Magazine)

    Far from prising the euro-zone apart, Frank Velling argues that current traumas will bind members closer together

  • Interviews

    Clear signals in the fog

    November 2011 (Magazine)

    When IPE first spoke with Ian Heslop about the post-crisis refinements that Old Mutual Asset Managers (OMAM) had made to its quantitative equity models, it was June of 2011. The sun was shining – literally, and (for quants) metaphorically, too.