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 articles

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.

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...

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.

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

CEO INTERVIEW: Munro gains three-year track record

Mar 16, 2017

Aviva Investors’ annual results this month were the third set since Euan Munro took over as CEO. Nick Fitzpatrick speaks to him about the ‘Aims’ fund at the heart of the firm’s outcome strategy.

DISTRIBUTION INTERVIEW: Tales of the unexpected

Mar 16, 2017

Laurence Terryn, a fund selector at Candriam, tells David Stevenson how the twists and turns of the past year’s macro environment flavoured her approach to fund selection.

Roundtables

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.

SEC LENDING ROUNDTABLE: Both a borrower and a lender be

Jan 11, 2017

Industry heavyweights, including agent lenders, discuss issues affecting the securities lending sector such as regulation and the types of collateral being used.