October 2012

Silly-hatsLast month, the men and women in silly red outfits laid their exceptionally silly red hats on the bench in Karlsruhe and spoke: Germany shall come to the eurozone bailout ball (though she shall have no more than two drinks).

black swanCutting equity exposure and increasing allocations to alternatives is one way that pension schemes have been adapting to the ‘new normal’. Fiona Rintoul looks at how asset allocation is evolving.

GemsEmerging markets are said to be for stock pickers – places where one can find a precious stone among the pebbles. Stefanie Eschenbacher asks managers what stocks they have recently bought and sold.

SpicesEmerging market bond issuance in local currencies is on the rise. Nicholas Pratt looks at the risks and rewards for international managers and their investors.

HammondFranklin Templeton Investments has won fans for its steadfast presence in Europe. With an office due to open in Belguim soon, Nick Fitzpatrick speaks to Jamie Hammond, managing director, Europe.

ShopperDespite the recession, some UK and European retail centres have become sought-after investments. Nick Fitzpatrick finds out more.

PuzzleIt is difficult to explain the continued high level of risk premiums in bond markets. Valentijn van Nieuwenhuijzen, of ING Investment Management, tries – and suggests we are still in a credit sweet spot.

EagleThere is evidence that hedge funds are responding to demands for greater transparency and risk management, find Marios Kalochoritis and Hemaad Khan, of Auvest Capital Management.

ShoesSocial impact is no longer a business constraint, it is an objective. The European Investment Fund’s Uli Grabenwarter discusses the implications.

wheelFund managers expect higher trading levels next year and want to ready themselves with multi-asset capabilities, finds Nicholas Pratt.

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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

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

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.

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.