investment strategy

Feb 06, 2014

LaunchUnion Investment has launched a global convertible bond fund pursuing sustainable investments for institutional investors, the UniInstitutional Global Convertibles Sustainable.

Jan 22, 2014

BlanketAfore Banamex pension fund issued the first international mandate earlier this year. Andrew Short looks at the how the Mexican pension market – which is forecast to be worth $500 billion within ten years –  is opening up.

Jan 22, 2014

Risk1Major asset owners may be in two minds about their investment strategy, torn between the general forecast of a moderate recovery in the economy and the potentially

Jan 06, 2014

Mixed-chartAlthough they made positive performance gains in 2013, hedge funds may soon find their collective assets surpassed by the sum invested in exchange-traded funds (ETFs).

Nov 22, 2013

Gold bars 1The gold price “collapse” is one of the most notable investment trends of 2013 after the metal’s value fell 27% – the largest annual decline since 1981 – and short positions rose by 71%, says Bank of America Merrill Lynch.

Nov 12, 2013

UnicornMany years after the active versus passive debate was launched, the attacks on active managers continue. Nick Fitzpatrick reports.

Nov 12, 2013

MazeAs ETF providers face a maze of operating challenges in the European market, Fiona Moore of Northern Trust tells Funds Europe how asset servicers can help steer them to their goals.

Nov 12, 2013

Francois-MilletQuality income stocks is an attractive new equity asset class which has grown out of the uncertainties in the markets in the past five years. François Millet of Lyxor explains.

Nov 11, 2013

HouseRegulation is pushing French banks to prioritise deposits over mutual funds. In this tough environment, French asset managers are looking to cut costs and expand abroad. George Mitton reports.

Nov 11, 2013

Plane wheelsThere are challenges facing alternative investment fund managers with the introduction of the AIFMD. Doug McPhee and Matthew Warren from KPMG focus  on the pressing issues that will affect them the most.

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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.