Magazine Issues»April 2022

Nick_FitzpatrickIt felt ridiculous asking Anastasiia Gavryliuk of the Ukrainian Association of Investment Business to write an article for Funds Europe shortly after Russia launched its invasion of her country. Indeed, in my email to her, I acknowledged that the idea of her checking in on work emails while under attack seemed ridiculous too.

Elizabeth_PfeutiAbout 18 months ago, I hosted a virtual panel of international investors, comprising fund managers, asset owners and assorted other industry figures. “Of course, no one could have predicted a global pandemic,” said one, explaining why his fund management house had been scrambling (like the rest of the financial markets) in the first tumultuous months of 2020.

Coal_mineRussia’s invasion of Ukraine has triggered a steep rise in commodity prices. How fossil fuel companies deploy this extra cash will help to determine not just their own future, but the success of the transition to sustainable energy. By David Whitehouse.

Burger_vs_AppleFund management ManCos could become extinct – certainly for small asset managers. But as providers tell Angela Madden, even substantially larger firms may look to outsource.

An article for professional investors only by Kavitha Ramachandran, Head of Business Development & Client management (Continental Europe), Maitland.

ESGAmid growing demand from socially conscious investors, asset managers have worked tirelessly over the past decade to create ESG investment vehicles. While the pandemic heightened mainstream interest in ESG, the trend is projected to continue its acceleration as it has become widely recognised as a key value driver.

Attractive valuations, less harsh regulation and the easing cycle of China’s monetary policy mean some managers may be turning positive on the country. Peter Guy speaks to two regional portfolio managers.

Denny Fish, a tech portfolio manager at Janus Henderson, believes tech’s recent volatility was the result of valuation adjustments as equity markets recalibrate for an era of higher interest rates.