| CHINA INTERVIEW: Christina Chung, RCM Hong Kong |
|
|
Christina 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
|
| US EQUITIES: return to traditional value |
|
|
| In 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
|
| FOREIGN EXCHANGE: safest investment in the world? |
|
|
Better 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...
|
| SMALL CAPS: the next big things |
|
|
Small 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
|
| INDUSTRY CONSOLIDATION: rise of the elite boutique |
|
|
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
|
| CARBON TRADING: a murky future |
|
|
| There may be huge potential in the emissions trading markets, but investors are uncertain about their direction post-Kyoto, writes Angèle Spiteri Paris
|
| EXECUTIVE INTERVIEW: Alain Closier, Société Générale |
|
|
| 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
|
| CLEARING & SETTLEMENT: like clockwork |
|
|
| Traders are calling for interoperability among Europe’s various clearing houses. Nicholas Pratt examines developments in the cash equities space
|
| EXECUTIVE INTERVIEW: Philippe Seyll, Clearstream |
|
|
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
|
| AUTOMATED TRADING: the need for speed |
|
|
Sophistication of electronic trading platforms is vital, as a lag can cause losses. Hosting solutions for proximity and colocation can minimise latency, says Mike Powell of Thomson Reuters
|
| TRANSACTION COSTS: the price is right - or is it? |
|
|
The need for fund managers to obtain ‘best execution’ has brought more focus on transaction costs. Angele Spiteri Paris talks to providers about how they support funds, and finds a debate still rages about the right process
|
| RESEARCH: Edhec's call to reaction |
|
|
The Edhec-Risk Institute surveyed pension funds to see how regulation impacts asset/liability matching and the reasons for pension underfunding. Samuel Sender reports on the findings
|
|
| "Ucits funds have set the global standard for retail investment funds, recognised for the high level of investor protection, transparency, regulation and oversight they provide." Gary Palmer of IFIA comments
|
