December-January 2017

Are we getting used to seismic political events? It begins to seem so. The ‘no’ result in the Italian referendum on December 4 wasn’t seismic exactly, but the reaction to it from investors was definitely more muted than it might have been had they not already had to metabolise Brexit and president-elect Trump.

Donald Trump’s victory has fund managers gripping their seats. The only question is ‘what next?’ Fiona Rintoul asks fund managers for their thoughts.

Against the recent emerging markets revival, the number of Brics fund closures has increased. Kit Klarenberg asks if this suggests developing regions are no longer worthy of investors’ attention.

Adeline Ng, head of Asia fixed income for BNP Paribas Investment Partners, discusses Asia’s bond markets in light of Trump’s victory.

Asian local currency bonds have offered a yield pick-up over US treasury bonds this year. However, following the US election, David Stevenson asks if investors still have the risk appetite for the asset class.

2016 was the year emerging markets returned to the spotlight, as they regained ground since the 2012 sell-off. Funds Europe asked our panel if this appetite will persist in 2017.

Following the FTSE upgrade of Palestine to frontier market status, Fiona Rintoul speaks to Palestinian and Israeli investors who let business rather than politics lead them.

The Mutual Recognition of Funds scheme was a hot topic of discussion at an asset management briefing in Hong Kong. Alan Chalmers reports.

In our final survey of fund professionals’ attitudes towards emerging markets in conjunction with Amundi, investors seem certain about which regions and assets offer the best opportunities – and the best way to access them.

Jeff Conway, regional chief executive for State Street, talks to David Stevenson about regulation and how the firm will handle the challenge of tech disruption.

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Sponsored Profiles

SPONSORED FEATURE: Investing for income

May 17, 2017

Portfolio Manager Thomas Kruse examines the findings from Pioneer Investments’ survey on income investing and outlines ways of achieving a target income.

SPONSORED ARTICLE: A radical solution to KYC concerns

May 17, 2017

The 1MDB affair shows that lax know-your-customer and due-diligence procedures are a major risk, says Paolo Brignardello, head of product management and marketing, Fundsquare. New solutions are...

SPONSORED FEATURE: AIFMD - What does Brexit mean?

Apr 18, 2017

An open discussion between funds industry experts and initiated by SGG Luxembourg took place in London to examine  the implications of Brexit for UK fund managers marketing to the EU.

SPONSORED FEATURE: Luxembourg fund reporting – CRS vs FATCA

Apr 18, 2017

Luxembourg funds need clear procedures for CRS compliance, writes Andrew Knight, Partner at M Partners, a member of the Maitland network of law firms.

Executive Interviews

INTERVIEW: Finding managers that can (and do)

Apr 18, 2017

Fabrice Kremer, a fund selector at Banque de Luxembourg Investments, has berated fundamental managers for failing to beat indices, but he remains committed to active funds. He speaks to Nick...

JERSEY INTERVIEW: ‘A steady sort of place’

Mar 21, 2017

The chief executive of Jersey Finance is keen to portray the island as a stable, trustworthy jurisdiction. He talks to George Mitton.

Roundtables

MARKETING & BRANDING ROUNDTABLE: It’s about aspiration

May 17, 2017

With such an intangible product, it can be hard for asset managers to communicate what they do. Having personality and connecting with customer aspirations may be the key, our branding roundtable hears.

ROUNDTABLE: The issue is perception

Mar 21, 2017

Our panel discuss tax transparency, the elegance of private placement and why Jersey could do more to promote itself. Chaired by Tom Cowsill in Saint Helier.