November 2015

Fiona RintoulIt’s been a rough old time for the fund industry. First, the Volkswagen emissions scandal put a question mark over the utility of environmental, social and governance (ESG) research.

MacaroonsFrench fund investors have been returning to the market after seven years away. The nation’s asset managers are relieved and in expansion mode. David Stevenson reports.

Kid planeAs the barrage of new regulations keeps coming, asset servicers must innovate to stay competitive, finds David Stevenson.

Bruno PrigentBruno Prigent, head of Société Générale Securities Services, outlines his firm’s plan to become more integrated and competitive.

ConfusionThe European Commission has demanded that payments for research must be unbundled from execution payments – but as Nicholas Pratt discovers, nobody yet knows how it will be done.

VW engineThe VW emissions scandal took many environmental investors by surprise. Fiona Rintoul finds that ‘governance’ was the key part of the ESG formula that would have provided an early warning.

Crowded beachFederal Reserve policy is confusing global equity investors, who ditched emerging markets in the summer but are also uncertain about the US, writes Hugo Cox. Meanwhile, Europe may still hold value.

Davide CataldoFor investors looking for uncorrelated returns, liquid alternatives can present alpha-generating opportunities. 

Richard GarlandShouldn’t pressure to be more fee-transparent influence advisors to lower their charges? Richard Garland, a distribution leader at Investec Asset Management, offers an insight into why this does not always happen.

ShanghaiDespite the volatility of the summer, China remains a great opportunity for investors that can take a long-term view.

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