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: 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.