All Investment Briefing articles – Page 10
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Features
Oil: Changing oil price drivers
New technologies are among factors transforming global energy markets
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Trade dispute: Germany against the rest
Foreign criticism of Germany’s strong trade performance is escalating
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Briefing: Cyberwar without end
Financial institutions are involved in a cyber arms race against criminals
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Briefing: Greece's political millstone
Uncertainties in the euro-zone pose a risk to Greece’s improving economy
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Briefing: MiFID II – The birth of a market
As MiFID II comes into effect, asset managers and brokers must negotiate a price for sell-side investment research
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Convertibles: A fundamental shift
Convertibles are gradually being recognised as an asset class in their own right
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Mononationals: Case for foreign domestics
An unexpected consequence of globalisation is that it may be more beneficial to invest in firms that are predominantly national
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Global Economy: Is growth optimism justified?
Daniel Ben-Ami finds that while there are signs that the global economy might be bouncing back, doubts are being raised by the weakness of the recovery
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Portfolio Construction: Benefits in being ‘insurance-like’
Sorca Kelly-Scholte and Michael Buchenholz say that pension funds can build better portfolios by adopting strategies used by insurers
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South Asia: Adjusting to new realities
The Indian subcontinent is adjusting to the realities of the new administration in Washington, writes Joseph Mariathasan
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Europe: Managing geopolitical risk
European investors face an unprecedented array of political risks over the next few months. Daniel Ben-Ami reports
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India: Tax net benefits from bold move
Joseph Mariathasan finds India’s recent demonetisation exercise has caused some economic pain but it has also greatly increased the number of taxpayers in the country
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Macro Matters: Shades of Görtz’s folly
Bob Swarup warns that blaming central banks for all the ails of the world lets politicians off the hook
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Equity Strategy: Each to their own
What one investor sees as risk might not be the same for another, writes Joseph Mariathasan. It all depends on the objective of the individual investor
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Features
Active Fixed Income: Battle for the edge in bond markets
Active bond managers are having to work hard to convince investors that they can provide better value for money than passive strategies
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Features
World Trade: Is protectionism on the rise?
Developments in the US and Europe presage a substantial change in the conduct of international trade
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Features
Re-defining hedge fund fees
Hedge fund fees are just one part of the cost equation. The real discussion should be about value for money and not headline fees
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FeaturesESG: UN goals strike a chord
The UN Sustainable Development Goals, agreed by world leaders in September 2015, have captured the imagination of many in the European institutional investment community
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Features
The European insurance challenge
European insurers may turn to a wider range of asset management strategies as they face up to difficult market conditions
