COMMENT
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November, 2011
Evolution or revolution?
DIFFERING APPROACHES TO BOND INVESTING CAN BE BENEFICIAL AT DIFFERENT STAGES OF THE ECONOMIC CYCLE. MITESH SHETH OF HENDERSON GLOBAL INVESTORS OUTLINES THE CHALLEGE FACING PORTFOLIO MANAGERS AND IDENTIFIES STRATEGIES THAT COULD HELP MANAGE THE YIELD/RISK CONUNDRUM Many local government pension funds (LGPF) find themselves in a challenging position ...
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November, 2011
When the walls came tumbling down
INCREASING GLOBALISATION AND THE BLURRING OF THE LINES BETWEEN DIFFERING ASSET CLASSES, MEANS THAT THE TRADITIONAL APPROACH TO ASSESSING INVESTMENT RISK MAY SOON BE OBSOLETE. JAMES CIELINSKI OF THREADNEEDLE INVESTMENTS TELLS US MORE Asset allocation has long been a key source of return for fixed income investors. High yield credit, emerging market ...
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November, 2011
Fixed income investing – how bonds are creating new challenges for local authorities
For all pension funds, bonds have moved from being a safe but dull investment asset to becoming an asset class of much greater potential interest.There are myriad reasons for this shift. Firstly, recent macro-economic events, particularly the build-up of debt in certain Western economies, have raised doubts over sovereign debt – or gilts – that ...
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