February 2010

imageBetter returns and new ways of measuring alpha make currencies more attractive as an asset class, finds Nick Fitzpatrick. And as fund managers look for alpha, emerging markets are attracting attention...

imageSmall caps tend to do well coming out of economic downturns. The same may be the case for this one, but Fiona Rintoul finds that political error is a key risk in an unprecentdeted stimuls environment

imageChristina Chung, fund manager at RCM in Hong Kong, talks to Fiona Rintoul about China, including concerns about inflation and whether the government needs to make consumers out of farmers

imageIn last year’s spectacular rally in US equities, established large-cap stocks fell by the wayside in favour of cyclical stocks. What now that cyclicals are not looking as attractive, asks Angèle Spiteri Paris?

The success story of ETFs has not been brought to a halt. But counterparty risk associated with them has been thrust into the limelight, writes Angèle Spiteri Paris

Have investors benefited from the creation of super asset managers or will boutiques serve their needs better? Patrick Armstrong, of Armstrong Investment Managers, considers the changing nature of the business

There may be huge potential in the emissions trading markets, but investors are uncertain about their direction post-Kyoto, writes Angèle Spiteri Paris

Soc Gen’s global head of securities services, Alain Closier, tells Nick Fitzpatrick how the firm has derisked the business following the collapse of Lehman Brothers

Traders are calling for interoperability among Europe’s various clearing houses. Nicholas Pratt examines developments in the cash equities space

Three years since competition in the UK fund clearing & settlement industry heated up, Philippe Seyll, head of Clearstream’s funds division, tells Nicholas Pratt about his firm's coverage of the most commonly traded funds

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