Browsing Posts of Author
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June, 2014
Evolution of an asset class: secured credit
Mark Fulwood, Director of Institutional Business, Henderson Global Investors. A reduction in bank lending has contributed to new opportunities in credit. Mark Fulwood of Henderson tells us more The challenges faced by the banking sector, particularly in Europe, and the opportunities being created for investors to broaden their fixed income portfolios ...
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June, 2014
Volatility not a measure of true risk
The investment industry’s focus on volatility as a measure of risk has dangerous implications for long-term investors, according to a new paper from Stefan Dunatov, chief investment officer of the Coal Pension Trustees. Dunatov commented: “The increasing focus on forecasting risk, and the emergence of volatility as a popular measure of that risk, is ...
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June, 2014
UK investors expected to increase DGF use in future
UK pension schemes will increase their use of diversified growth funds (DGFs) according to AXA Investment Managers. Its view is based on a recent survey of over 150 consultants and pension funds on DGFs, which aim to use a range of assets to produce growth with low volatility. The survey found that nearly half of defined benefit schemes use more than one ...
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June, 2014
US economy set for faster growth
The US economy has reached an inflection point and it is set for faster growth until 2017, according to BNY Mellon chief economist Richard Hoey. Hoey said that growth should run at 3.5% to 4% for the global economy over the next four to eight quarters, and close to 3% for the US economy. He added that downward revisions to growth in the first part of ...
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June, 2014
The new emerging markets playbook
Stephen Way, CFA, Senior Vice President & Portfolio Manager, AGF Investments Inc. As emerging market companies deal with a new economic playbook, it's time to work their assets harder. Stephen Way, Senior Vice-President and Portfolio Manager of AGF Investments explains more Since 2008, emerging markets (EM) have powered global growth but they’ve faced ...
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June, 2014
Striking the right balance
Andrew Swan, Director of Fixed Income, M&G Investments. Richard Ryan, Senior Fund Manager, M&G Investments. Low yields have been providing challenges for fixed income investors. Richard Ryan explains how M&G Investments tackles the risk/reward conundrum Over the past few years, institutional investors have had to contend with stiflingly low yields ...
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June, 2014
Amundi launches ETF of smart beta strategies
Fund manager Amundi is to launch an exchange-traded fund (ETF) which will give investors exposure to a range of smart beta strategies, called the Scientific Beta Developed Multi-beta Multi-Strategy ERC index. Amundi already has a range of single smart beta strategies, such as minimum volatility, mid cap, small cap, growth, value and high dividend, which ...
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June, 2014
Investors told to go for quality if deflation takes hold
Investors concerned about the possibility of a debt deflation trap in Europe have been advised to move into quality stocks within the Eurozone by AXA Investment Managers’ Mark Hargreaves. Hargreaves said weak first quarter numbers and lower than forecast inflation rates are a reminder that a debt deflation trap in Europe is a real possibility, raising ...
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June, 2014
The case for multi-sector credit
Michael Temple, Head of Credit Research, Pioneer Investments. Jonathan May, Head of UK Institutional Business, Pioneer Investments. Michael Temple and Jonathan May of Pioneer Investments make the case for a strategy that provides a comprehensive approach to risk management Over the past decade, local government pension schemes (LGPS) have looked to ...
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June, 2014
Invesco Real Estate acquires private rented units for local authority fund
Invesco Real Estate (IRE) has purchased 118 private rented sector (PRS) units in Hayes, West London for $32.5 million on behalf of a UK local authority pension fund. The transaction is IRE’s first in the UK and was made in partnership with be:here, Willmott Dixon’s PRS company. It follows two recent PRS transactions in Germany for £106 million by ...
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