- Bankpension considers hedge fund debut
- Nordic funds in diversification drive
- Scandinavian firms embrace sustainable i...
- Swedish pension funds regain risk appetite
- AP funds rooted in conflict
- PenSam to make ‘aggressive’ strategic ch...
- Keva reports exceptional returns
- Norway’s global fund firms hedge fund rules
- Keva to take dynamic investment direction
- Sampension mulls manager shake-up
- Identifying keys to sustainable growth
The growing economic strength of developing nations has tilted the balance of world financial power and given rise to a new class of consumers in Asia and Latin America. When facing the challenges of a changing world, Claudia Reim asks how can investors identify the companies and regions that can sustain an advantage over the long term?
- Currency: unintended risk or alpha opportunity?
While there are certainly risks involved in unhedged foreign currency investment, active currency management can reap solid returns and offer diversification benefits to a fund’s portfolio, writes Claudia Reim
- Corporate credit rally: too late to get on board?
With the dark clouds of the global financial crisis parting slightly, Amna Karim investigates what record corporate credit spreads mean for investor gains.
- Why active management is the right choice
While before this recession active management was one of two options, Amna Karim explains why post-crisis it is the only choice for success
- Is there potential for hedge funds to deliver in 2009?
A more predictable market environment means we could start seeing some consistent returns from hedge funds in 2009, writes Amna Karim
- Corporate credit offers compelling value
The timing looks right to increase allocations to high-quality credit as investors are being ‘paid to wait’ for markets to normalise, writes Amna Karim
- Time to take a contrarian approach and reconsider Japan
With most emerging market talks turning to China and India, Japan is one neglected economy that should be on investors’ radars, writes David Townshend.
- A world of opportunities in global fixed income
With short-term benefits such as heavily discounted bonds and encouraging long-term signs in emerging market debt, global markets have a lot to offer.
- The inevitability of the bursting bubble
James Norman and Colm O’Cinneide of DB Advisors reveal how risk-based indexing offers an alternative method of passive index investing
