December-January 2014

Fiona RintoulHaving once worked for a research firm, I know how easy it is, faced with a deadline and dizzy with caffeine, to look at some pretty meaningless numbers and come up with a finding.

Europe...the crisis-hit countries of the developed world will see some economic growth. But political risk and unemployment will continue to frustrate the recovery. George Mitton examines what strategists in the funds world expect for the coming year.

S PierriFront office outsourcing and a growth in third-party clients are some of the landmarks of Pioneer Investments’ unfolding five-year growth plan. Nick Fitzpatrick talks to Sandro Pierri, chief executive of the Unicredit-owned asset manager.

P DuvalPascal Duval, Russell Investment’s Emea chief executive, is ringing the changes for performance fees, he tells Nick Fitzpatrick. The head of the multi-manager says fees are flawed, but good managers will understand.

ChocolateEuropean corporates are issuing more high yield bonds than ever before, but fund managers are becoming increasingly concerned about credit quality. Stefanie Eschenbacher reports.

Off-roadThe prospect of rising interest rates or yields is the biggest challenge to bond funds right now. A rising rate environment may benefit the absolute return sector, but also test it, writes Nick Fitzpatrick.

liquidationEvent-driven Ucits hedge fund strategies have emerged as a favourite over the past year as investors warm to illiquid strategies. Stefanie Eschenbacher looks at developments in the alternative Ucits sector.

Wall streetThe investment advice industry in the US is growing. It has, so far, avoided a regulatory probe into fees. But the lack of clarity surrounding fees – which sparked a review in the UK – is significant, finds Nick Fitzpatrick.

LakeAn outcrop of socially responsible investment, natural capital accounting requires a new language to value the things in nature that make life worth living, finds Fiona Rintoul.

A ArbuthnottInvestors seeking high alpha should look to concentrated strategies, according to Andrew Arbuthnott, head of large cap European equity at Pioneer Investments and lead manager of Pioneer Funds – Top European Players.

Pages

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.