February 2012

Star_managerThere are some fund managers who always appear to be in the spotlight. But, asks Stefanie Eschenbacher, who is really pulling their strings?.

SundaeIt is no longer all about market capitalisation when it comes to weighting stocks in indices. Stefanie Eschenbacher looks at trends in the customised index business.

MaskCrushingly low yields have left some fixed income investors questioning the value of their asset class. George Mitton asks if emerging market debt could be the answer.

FionaSo what’s special about Europe? Some years ago while living in New York, I found my answer: what brought me back was Europe’s enormous, vibrant, challenging variety. 

RoadOutsourcing would normally stop well before it reaches the dealing desk. But Nicholas Pratt finds that factors such as pressure to expand internationally are fuelling more discussions.

GentlemanIn the final of a two-part article, Felix Goltz and Lin Tang look at the future of indexing and ask if the industry is moving towards more purpose-built indices.

birdsThematic investment might seem like the preserve of active investors because it is based on holding convictions. But Fiona Rintoul asks if these beliefs could be put into indices to gain passive exposure to investment motifs.

PresentIt seems that many countries outside the eurozone had a materially better festive season than those in it by managing to stay out of the red.
Nick Fitzpatrick considers seasonal shopping data and the effects of underlying consumer trends, such as emerging markets and technology.


PunkFund managers with low-cost passive products may find a whole new vista open to them in the UK retail market less than a year from now, reports Nick Fitzpatrick.

SnakeA new class of hedge funds focuses on hedging against extreme market events, or tail hedging. However, there are uncertainties, says Lance Teitelbaum, meaning a diversified approach is critical.

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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.