July-August 2014

Nick LysterThe new alternative funds regime, which launches when the Alternative Investment Fund Managers Directive takes hold on July 22, frees institutional investors from the restrictions of Ucits funds while offering a similar quality mark. It is a great opportunity, says Nick Lyster, the European chief executive of Principal Global Investors.

Fiona RintoulIt is a source of mild irritation to me that investment managers often include school fees in their lists of clients’ long-term savings goals.

Mountain peaksThe Swiss franc has appreciated against the dollar over the years, tempting fund managers to take on additional currency risk to boost overall performance. Stefanie Eschenbacher finds speculative currency investing is a dangerous move. 

BirdsThe rate of failed trades is to rise when Switzerland and the rest of the European Economic Area shortens settlement cycles by one day later this year. Stefanie Eschenbacher finds Switzerland may be better prepared than its peers.

Tim-BlackwellCredit Suisse is extending its alternatives offering in a move that recalls its 2008 shift away from traditional strategies. Stefanie Eschenbacher talks to newly appointed global head of core investments, Tim Blackwell.

Equities are still the dominant asset class for Swiss franc investors, with bonds not far behind. An interesting trend is the decline in money market fund assets, from a market share of more than a fifth to just 8% today.

TagsFund charges are back in the spotlight, with 99% of active fund managers in a report underperforming. Fiona Rintoul finds some who think the charging puzzle can be solved, but there is disagreement on how to do it.

SatelliteMarket surveillance of fund managers and traders has increased since 2007. Nicholas Pratt looks at how the UK regulator is evolving its budget and skills. 

Stephen ZinserStephen Zinser, CEO of London’s ECM, found traction in the US after selling the firm to Wells Fargo. Now he has to sell Europe to the Americans, finds Nick Fitzpatrick.

SpainLoose monetary policy has helped ETFs that target the eurozone. Nick Fitzpatrick looks at deeper reasons for Spain’s gains, and asks if Southern Europe has any more rewards to give.

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