October 2015

Fiona RintoulOdd, isn’t it, how much faith investors from capitalist countries sometimes have in communist dictatorships?

Oriental dominosMulti-asset funds have been a popular choice for investors for some time. With recent market ructions, David Stevenson finds out how these funds are coping in difficult conditions.

James ElliotJames Elliot, a chief investment officer within multi-assets at JP Morgan Asset Management, tells Funds Europe about the evolution of multi-asset funds and how the strategy is invested.

Dried up earthWater scarcity is a huge problem. The use of water in production can lead to portfolio risks that are hard to quantify – but there are also exciting opportunities, writes Fiona Rintoul.

Linda GibsonWhen Old Mutual Asset Management expanded its global distribution three years ago, the top job went to Linda T Gibson. As she tells Nick Fitzpatrick, her background in business is unusual for such a role.

With the multi-year bond bubble bursting, what happens if you are a major fixed income house like M&G? Alix Robertson finds the firm has been able to partially capture outflows with multi-asset funds. 

StopwatchAs MiFID II’s implementation emerges on the horizon, one aspect of it – the ban on ‘retrocessions’ – is looking operationally burdensome. Nick Fitzpatrick speaks to experts about the challenges.

Social mediaAlix Robertson looks at how the ongoing development of social media is affecting the way one asset manager communicates. 

Swimming poolAlix Robertson asks whether the launch of an S&P 500 Bond Index that runs parallel to the original S&P 500 equities index is an effective way for investors to access the fixed income space.

European flagsEuropean equities traded close to par with the US earlier this year – unusually, as Europe should trade at a discount. Alec Harper of Axa Rosenberg believes investors bought in the hope of economic growth. He looks at what happened, and at the outlook for the asset class.

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