Summer 2015

RoadAs international asset managers help regional investors diversify their portfolios, even European equities are sparking interest. Nick Fitzpatrick looks at the businesses of three managers expanding in Latin America.

Rio de JaneiroIn scandal-hit Brazil, recession is on the cards and a political crisis threatens much-needed fiscal reforms. But as equity investors tell Nick Fitzpatrick, the country could bounce back sooner than many expect.

New Bond StreetLoans and sovereign bond benchmarks that reference the GDP of issuers are part of the toolset for targeting new income sources. Funds Europe was media partner at Pioneer Investments’ annual conference.

Richard GarlandRichard Garland, a distribution head at Investec, thinks financial planners should support a rebateless model, regardless of whether regulators force them to adopt one. Nick Fitzpatrick hears why.

CubesGuido Giammattei of RBC Global Asset Management (UK) looks at Mexican and Brazilian equities and concludes that Latin American shares are likely at a cyclical, not structural, low. 

Buenos AiresArgentina illustrated just how risky things can get for asset servicers after custody bank Citi was dragged into a political and legal row. Nik Pratt considers whether Brazil and Uruguay might pose similar risks.

Philippe SeyllFunds Europe talks to Philippe Seyll, Clearstream’s Executive Board Member and Head of Investment Fund Services, about its plans for geographic expansion and product development in 2015 and beyond.

Juan AlcarezPioneer Investments has American and Italian ancestry – and now it has Spanish blood too. Nick Fitzpatrick examines the deal to merge the asset management business with Santander’s.

Sponsored Profiles

SPONSORED FEATURE: Smarter than beta

Jun 14, 2017

‘Smart beta’ investing is rapidly becoming a popular alternative to both conventional passive management and traditional active management.

SPONSORED FEATURE: Smart beta: Unlocking key drivers of return

Jun 14, 2017

Manuela Sperandeo, iShares Head of Specialist Sales EMEA, tells Funds Europe how investors can leverage smart beta strategies to target numerous outcomes.

SPONSORED FEATURE: Minimum variance indices: Rewriting the rules

Jun 14, 2017

The FTSE Russell indices tracked by lyxor lead to fewer specific risks, fewer valuation and crowding issues and more consistent performance.

SPONSORED FEATURE: The reflationary environment

Jun 06, 2017

Funds Europe talks to Andreas Wosol about the implications of a return to reflation and why the value part of the European equity market could support investors in such an environment.

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 & Panels

TRENDING: Smart beta indices continue onward march

Jun 14, 2017

We asked five investment experts how smart beta indices have performed against cap-weighted indices over the past year and what the investment outlook suggests about the prospect for different investment factors.

SMART MONEY: Following the smart money

Jun 14, 2017

We asked six investment professionals about the emphasis they are placing on smart beta and active ETFs and how platforms are adopting these products.