Browsing Posts of Author
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July, 2013
Low carbon workplaces open up exciting new investment opportunities
Don Jordison Managing Director, Property Threadneedle Investments Socially responsible investment has become an increasingly prominent phenomenon in the investment world, with a particular focus being moves to reduce the carbon footprint of businesses. Don Jordison of Threadneedle outlines the opportunities. Here in the UK, the government has ...
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July, 2013
Sustainable real estate – an emerging investment story
Paul CooperPartnerSarasin An opportunity to invest in a high quality asset class with strong long-term growth potential. Paul Cooper of Sarasin examines the prospects for sustainable real estate. Buildings are responsible for one third of the world’s greenhouse gas emissions and so they represent the largest and most cost effective way of mitigating ...
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July, 2013
Illiquid credit: an opportunity for local authority pension schemes
Alex VeroudeHead of CreditInsight Investment Over the past decade, local authority pension schemes have seen benefits from being “early adopters” of more esoteric asset classes. However, a number of factors including diminishing cash flows and volatile investment returns have continued to put pressure on funding levels. Illiquid credit is an ...
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July, 2013
The financial services and markets act: why additions may have come too late for some investors
Thomas DubbsSenior PartnerLabaton Sucharow ...
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July, 2013
Re-writing the rules on bond investing
Raman SrivastavaCo-Deputy Chief Investment Officerand Managing Director, Global FixedIncome at Standisha BNY Mellon company Raman Srivastava, co-deputy chief investment officer and managing director, Global Fixed Income For Standish, A BNY Mellon company, looks at opportunities for bond investors in a rising interest rate environment. Until the ...
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July, 2013
Commodities super-cycle still has legs
ETF Securities has said that the commodities super-cycle, which started in the late 90s, is far from over and the fundamental drivers of it are still in force. Nitesh Shah, an analyst at ETF Securities, said that recent commodity price weakness was a result of business cycle fluctuations and commodity-specific supply increases, not a change in ...
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July, 2013
Improved outlook for property in 2013
Royal London Asset Management (RLAM) sees an improved outlook for property investing in the UK with total return of 5.5% in 2013. This follows a strong start for property activity in 2013, particularly in central London offices, centres and leisure developments. However, the IPD Monthly Index was slightly down for capital at -0.6% in the first quarter ...
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July, 2013
Demand grows for UK smaller companies
Demand for UK smaller companies is growing as risk appetite increases, according to fund manager Templeton. It said that small cap valuations are attractive for investors seeking growth stocks in an low- or no- growth macro environment. Franklin Templeton UK smaller companies fund co-portfolio Paul Spencer and Richard Bullas, said that the smaller ...
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July, 2013
Specialist ponders “sell in May” rule
According to Ad van Tiggelen, senior investment specialist at ING Investment Management, the old adage “sell in May” is a rule of thumb that works. He said that between 2010 and 2012, the US equity market rose 8% on average in the first four months, then fell 7% over the summer and then recovered by 8% in the last four months of the year. Looking at ...
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July, 2013
New generation of EMD arrives
The recent underperformance of Chinese markets has created an opportunity for investors, according to Dr Daniel Murray, chief economist, EFG Asset Management. Dr Murray said that trend growth in China is expected to slow to 5-6% over the next 10 years as the economy matures and consumption takes up a larger share of GDP. Dr Murray commented: “Recent ...
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