July-August 2019 Synopsis
In the first instance, please contact the journalist by email only.

Crisis management: Gated funds
The suspension of dealing in an investment fund is nothing short of a crisis for the fund management firm in question and the high-profile Woodford Equity Income Fund is the most recent to be rocked by this emergency action. Funds Europe considers the issues that the Woodford gating throws up across the front-to-back office chain of a fund house - and for its distributors.

contact Mark Latham: [email protected]

Multi-asset funds: Alternatives
Some multi-asset fund managers will use alternatives in their portfolios to reduce exposure to equity markets while also boosting returns. However, some of these assets - such as lending, property and private equity - can introduce liquidity-related risks.

contact Fiona Rintoul: [email protected]

FundForum International
The fund’s industry’s largest event will have taken place in Copenhagen with a multitude of issues covered, including ESG, strategy, and technology. Funds Europe presents some of the event’s most interesting moments in our FundForum report.

contact Mark Latham: [email protected]

Asset Focus: European equities
Asset Focus is our monthly fund report in association with CAMRADATA. It’s a difficult time to be invested in European equities, with earnings expectations falling and higher geopolitical risk in evidence. But the more dovish tone of certain central banks including the European Central Bank is a positive factor. Funds Europe speaks to fund managers and strategists about how they are approaching this asset class.

contact Fiona Rintoul: [email protected]

Specialist fund administration survey
Our annual report and survey looks at some of the typically small-to-mid sized asset servicers that specialise in private equity and other private investments. We talk to leading figures among the firms that take out survey about Brexit and the regulatory outlook in Europe affecting them and asset managers.

contact Nicholas Pratt: [email protected]

Inbound: Insurance Asset Management Report

Absolute return vs government bonds
Absolute return strategies typically target cash plus 3-5%. As monetary policy changes, a rise in government bond yields means asset managers could need to increase those targets if insurers are to not only justify moving away from government bonds to ab-return strategies, but merely to maintain their current absolute return exposures.

contact Fiona Rintoul: [email protected]

Green premiums
Disinvestment in coal is a sign of how some insurance firms are taking note of environmental investment and the industry has a long history of providing environmental and ethical funds. To what extent is environmental, social and governance investing extending to how insurers manage policy premiums?

contact Fiona Rintoul: [email protected]

Structured finance
We look at the market in collateralised loan obligations (CLOs), which in recent months saw a challenge to the risk-retention rule that requires issuers to have a minimum stake in their product. It meant that CLOs issued in the US may no longer need to conform to the 5% rule, with the upshot being that European investors may not be able to own them. What is the current situation and how significant is the European market in filling demand?

contact Nicholas Pratt: [email protected]

PLUS: Our regular features, columns and news briefing.


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