Dec 2009-Jan 2010

As the crisis in Greece escalates, emerging markets are again in the spotlight. Against the backdrop of the confidence-shattering Greek sell-off, it falls to Fidelity's Tom Stevenson, one of many commenting on the topic of emerging markets this week, to ask the crucial question for European investors: what is the right allocation to these markets?

The client’s specific objectives, constraints, and associated risk factors are simply not taken into account in the design of the optimal allocation. By Professor Lionel Martellini, PhD, scientific director, Edhec-Risk Institute.

It is worrying that but for the current economic climate, the Bernie Madoff and Stanford frauds may not have been discovered. Jacqui Hatfield (pictured) and Gil Gohen comment...

Nicholas Pratt talks to fund managers and asset servicers to see what changes to complex OTC derivatives will have been made by the time they come back into fashion...

As a niche asset class, art investment can provide a good inflation hedge, without having to be speculative, writes Angele Spiteri Paris...

2008 marked a coming of age for trend following. Keith Balmer, at AHL, part of Man Investments, looks at what trend followers have achieved since then...

The private equity markets in emerging economies are following a similar path as those in the West. But experts believe the danger of over-leveraging is still far off as more controlling stakes are transacted. Angele Spiteri Paris report...

Expected M&A in fund management has been tempered by availability of cash. Fiona Rintoul finds views about activity for 2010 are divided...

There are numerous small consultancy ‘shops’ in asset management. Fiona Rintoul asks if they are just unemployed professionals, or if they really add value to asset management...

If distributors and advisors to a larger extent use ETFs and other passive alternatives, fund groups also need to ask how to position their traditional, active long-only product. Niklas Tell comments...

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