EM Report 2011

HiredThere are those who say many of us still lack enough exposure to emerging markets. As problems in the developed world persist, Nick Fitzpatrick asks fund managers why he should invest in their particular assets.

ShoesMany developed world companies have turned to emerging markets to access growth, particularly in recent years. Nick Fitzpatrick talks to fund managers about benefiting from this through global funds.

Currency-bondsWith low interest rates in the developed world, poor economic growth and lingering fears of an unstable dollar, is it any wonder that investors are turning to local currency bonds – again – to increase yields, asks George Mitton

rusty-tractorThe uprisings in parts of the Middle East and North Africa may not have had a direct impact on investments, but the reverberations will certainly be felt. Angele Spiteri Paris reports

Russian-DollsDespite the first listing of a company on the Hong Kong stock exchange, Russia continues to bear the brunt of the financial crisis as international investors reveal their cautious side. Fiona Rintoul reports

Africa-CoffeeAfrica’s compelling demographics and surging growth have convinced many investors to enter this market. But the continent remains a frustrating place, held back by lack of infrastructure and scarred by war. George Mitton reports

Made-in-ChinaAs the twelfth five-year plan is outlined in China, Claude Tiramani of Lutetia Capital, expands on what this could spell for the country, its inhabitants and what effect, if any, it could have on the global economic climate­.

Western-BankThe Aifm Directive has placed much stricter liability on depositories regarding assets. Nicholas Pratt examines how these changes could impact the servicing of emerging market funds.

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.