October 2012

Silly-hatsLast month, the men and women in silly red outfits laid their exceptionally silly red hats on the bench in Karlsruhe and spoke: Germany shall come to the eurozone bailout ball (though she shall have no more than two drinks).

black swanCutting equity exposure and increasing allocations to alternatives is one way that pension schemes have been adapting to the 'new normal'. Fiona Rintoul looks at how asset allocation is evolving.

GemsEmerging markets are said to be for stock pickers, places where one can find a precious stone among the pebbles. Stefanie Eschenbacher asks managers what stocks they have recently bought and sold.

SpicesEmerging market bond issuance in local currencies is on the rise. Nicholas Pratt looks at the risks and rewards for international managers and their investors.

HammondFranklin Templeton Investments has won fans for its steadfast presence in Europe. With an office due to open in Belguim soon, Nick Fitzpatrick speaks to Jamie Hammond, managing director, Europe.

ShopperDespite the recession, some UK and European retail centres have become sought-after investments. Nick Fitzpatrick finds out more.

PuzzleIt is difficult to explain the continued high level of risk premiums in bond markets. Valentijn van Nieuwenhuijzen, of ING Investment Management, tries, and suggests we are still in a credit sweet spot.

EagleThere is evidence that hedge funds are responding to demands for greater transparency and risk management, find Marios Kalochoritis and Hemaad Khan, of Auvest Capital Management.

ShoesSocial impact is no longer a business constraint, it is an objective. The European Investment Fund's Uli Grabenwarter discusses the implications.

wheelFund managers expect higher trading levels next year and want to ready themselves with multi-asset capabilities, finds Nicholas Pratt.

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