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This week's issue
Face to face: Bill Gross
e-mail briefings
Managed funds
INVESTMENT STRATEGY
Oct 17, 2010
Controls on currencies ‘doomed’
Emerging market currency controls ‘doomed to fail’
Emerging Asia feels currency strain
Investors calm over Brazil tax rise
Big Mac index gives more than a taste of true worth
US closer to renminbi riposte
Industry trends
Question marks hang over base metal ETPs
The Big Picture
– By Steve Johnson
Custody model undergoes a fundamental adjustment
This story and more in our indepth report
– Asset servicing
EXCHANGE TRADED FUNDS
Oct 17, 2010
SIX Swiss Exchange to list metal ETPs
Launch of first base metals ETPs before year-end
Base metals likely to face ETF squeeze
Physical metal ETCs coming soon
Face to Face
Oct 17, 2010
Bill Gross reveals lessons from blackjack
Even with odds in your favour, too much leverage is too risky
George Anson
tempting buy-out investors
Crispin Henderson
getting the right formula
INVESTMENT STRATEGY
Oct 17, 2010
SRI funds popular in Europe
SRI funds popular in Europe
China in ESG index joint venture
No proof SRI outperforms traditionals
INVESTMENT STRATEGY
Oct 17, 2010
Timberland plans to run European forest fund
European institutional investors will shortly be able to buy forests
Passionate about forestry and its long-term growth
Forestry bucks trend with strong growth
Alchemy
Pension relief for top rate tax payers
Pauline Skypala looks at the UK’s newest proposals
Hugh Hendry - Love to hate or hate to love
The hedge fund manager is shorting China via Japan
Alpha vs beta - the illusion of choice
Brendan Maton on why there is less choice than you think
Oct 17, 2010
Doubts over insurance adequacy
Fund management companies may not have the appropriate insurance
Investors wake up to back office realities
‘Handle with care’ label for complex products
Oct 17, 2010
Institutional investors demanding excellence
The emphasis is now on partnerships with exemplary external managers
Japanese business optimism grows
SSgA strengthens local presence with key staff
INVESTMENT STRATEGY
Oct 17, 2010
Concern over China’s ‘job-hoppers’
Fund managers in China are switching jobs too frequently
China’s foreign reserves rise by $194bn
Chinese fund manager profits on the rise
The Big Picture
Oct 17, 2010
Renminbi reforms help China open up
More renminbi-denominated funds are expected in the very near future
Controls on currencies ‘doomed’
Emerging markets set pace for debt issuance
INVESTMENT STRATEGY
Oct 17, 2010
Equal weighted portfolios perform better
Simple, equal-weighted portfolios will beat cap-weighted over time
Managers farm out more activities
Resist peer group comparisons
Columnists
VIEW FROM THE US
Iceland’s fundamentals are good and there were long-term beneficial effects of the failure of the elite, says John Dizard, who thinks Iceland will soon be hot
THE LAST WORD
The power of the human brain to find meaning in complex patterns lives on – technical analysis is undergoing a revival, writes Jonathan Davis
OPINION
Lord Hutton says reform of pensions would have to involve risk-sharing. But sharing risk will not cut the costs for the employee, says Pauline Skypala
More stories
Investment strategy
German economic strength gives a boost
New players move in on banks' turf
Metal product pioneers
Managers get creative with IFA payments
Regulation & governance
Flexibility key to success of annuity plans
Managers get creative with IFA payments
The risk of value at risk
Institutions focus on counterparty risk
Pensions
Risk-sharing on pensions will cost employees
Hard to follow gains from separation
Help needed as pensions burden shifts
Warning for pension savers
People
Bond market sage reveals lessons from blackjack
Movers & Shakers: Oct 19
George Anson: tempting buy-out investors
Movers & Shakers: Oct 11
Hedge Funds
CQS plans its first UK fund flotation
James Caird launches mortgage fund
French-UK stand-off stalls hedge fund deal
Listed fund to feed appetite for structured credit
Private equity
Bain, TPG and KKR consider bid for Seagate
Kwik Fit set to go under the hammer
Nordic Capital poised to buy Munters
Bain Capital set to sign £1bn deal with Priory
Offers
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Investing in foreign exchange
Exchange traded funds special report
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Clearing OTC derivatives
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Why some housing bubbles remain
Big mac index gives more than a taste of true worth
Private equity pours into frontier markets
No rush to separate alpha and beta
Grumpy old men do have their uses
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