investment strategy

May 13, 2016

BondsWe profile some of the most interesting fund launches in recent weeks and examine the performance of a product already on the market.

Apr 07, 2016

AdvisorThe Financial Conduct Authority (FCA) has underlined the importance of asset managers meeting investors’ expectations, after identifying examples of unclear product descriptions and inadequate governance and oversight in the industry.

Mar 16, 2016

FearThe ‘VIX trade’ could become relevant again if volatility continues to rise, and a particular Lyxor ETF would benefit. Nick Fitzpatrick looks at the ‘fear’ index and its investable offshoot, Enhanced Roll.

Feb 15, 2016

BelgiumM&G Investments has raised €265 million for a continental European real estate “sale and leaseback” portfolio that includes properties in Belgium and Portugal.

Feb 12, 2016

Back to schoolFollowing a difficult start to the year, David Stevenson looks at theories such as Eugene Fama’s efficient markets hypothesis to see if they provide any guidance.

Feb 12, 2016

Production lineA fund launch can be fragmented and potentially expensive, but processing specialists have sought to bring costs down and take market share from law firms in recent years. Nick Fitzpatrick reports.

Jan 28, 2016

Warning signSenior financial services executives say that regulations, which have been introduced in huge quantities in response to the financial crisis, may not be promoting stability.

Jan 15, 2016

John DeweyAviva’s global asset management wing, Aviva Investors, has made inroads to bulking up its outcome investment capabilities with the appointment of John Dewey.

Jan 04, 2016

Europe map starsDespite the European Central Bank’s (ECB) failure to introduce a large stimulus package at Christmas – which caused shares to slide – the S&P Europe 350 still managed to return 8.6% for the year.

Nov 30, 2015

China bicyclesPictet Asset Management has expanded its Total Return fund range with the launch of PTR-Phoenix, an equity market neutral fund investing in Asia.

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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.