Dec 2009-Jan 2010

As the crisis in Greece escalates, emerging markets are again in the spotlight. Against the backdrop of the confidence-shattering Greek sell-off, it falls to Fidelity’s Tom Stevenson, one of many commenting on the topic of emerging markets this week, to ask the crucial question for European investors: what is the right allocation to these markets?

The client’s specific objectives, constraints, and associated risk factors are simply not taken into account in the design of the optimal allocation. By Professor Lionel Martellini, PhD, scientific director, Edhec-Risk Institute.

It is worrying that but for the current economic climate, the Bernie Madoff and Stanford frauds may not have been discovered. Jacqui Hatfield (pictured) and Gil Gohen comment...

Nicholas Pratt talks to fund managers and asset servicers to see what changes to complex OTC derivatives will have been made by the time they come back into fashion...

As a niche asset class, art investment can provide a good inflation hedge, without having to be speculative, writes Angele Spiteri Paris...

2008 marked a coming of age for trend following. Keith Balmer, at AHL, part of Man Investments, looks at what trend followers have achieved since then...

The private equity markets in emerging economies are following a similar path as those in the West. But experts believe the danger of over-leveraging is still far off as more controlling stakes are transacted. Angele Spiteri Paris report...

Expected M&A in fund management has been tempered by availability of cash. Fiona Rintoul finds views about activity for 2010 are divided...

There are numerous small consultancy ‘shops’ in asset management. Fiona Rintoul asks if they are just unemployed professionals, or if they really add value to asset management...

If distributors and advisors to a larger extent use ETFs and other passive alternatives, fund groups also need to ask how to position their traditional, active long-only product. Niklas Tell comments...

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Sponsored Profiles

SPONSORED FEATURE: Alternative thinking

Mar 16, 2017

Portfolio Manager Davide Cataldo discusses the results of the Pioneer Investments’ survey on liquid alternatives and how investors can be encouraged to increase their allocation.

SPONSORED FEATURE: Interest rate risk hedging: Swapping to other options

Mar 16, 2017

Heightened margin requirements for cleared and uncleared OTC derivatives pose a challenge for legitimate hedging activities and are driving financial institutions to explore alternative hedging...

SPONSORED FEATURE: Why blockchain could be the fund industry’s next Ford Model T

Mar 16, 2017

Blockchain aims to radically change the way investors can access funds, says Olivier Portenseigne, Managing Director and Chief Commercial Officer of Fundsquare.

SPONSORED FEATURE: Open architecture: In need of protection

Mar 16, 2017

Greater efficiency must be embraced to ensure regulatory changes do not destroy choice for fund buyers, says Bernard Tancré of Clearstream.

Executive Interviews

CEO INTERVIEW: Munro gains three-year track record

Mar 16, 2017

Aviva Investors’ annual results this month were the third set since Euan Munro took over as CEO. Nick Fitzpatrick speaks to him about the ‘Aims’ fund at the heart of the firm’s outcome strategy.

DISTRIBUTION INTERVIEW: Tales of the unexpected

Mar 16, 2017

Laurence Terryn, a fund selector at Candriam, tells David Stevenson how the twists and turns of the past year’s macro environment flavoured her approach to fund selection.

Roundtables

ASSET SERVICING ROUNDTABLE: Under pressure

Mar 07, 2017

Funds Europe speaks to leading Luxembourg industry figures about the growing regulatory demands on asset servicers and how to remain profitable in spite of major investments in technology.

SEC LENDING ROUNDTABLE: Both a borrower and a lender be

Jan 11, 2017

Industry heavyweights, including agent lenders, discuss issues affecting the securities lending sector such as regulation and the types of collateral being used.