Infrastructure becomes electric
Not so very long ago, infrastructure investment was a sleepy little backwater populated predominantly by Canadian pension funds and Australian banks. Considered too arcane for mainstream investors, and...
View ArticleTapping the infrastructure boom
With billions of dollars of spending slated for new infrastructure in emerging markets over the next decade, investment managers are keen to take a slice of the cake. For example, Russia has pegged...
View ArticleNo Way Out
Comedian Rob Newman used to do a routine about the world’s dwindling supplies of oil, the essentially doomed nature of the petrochemical economy, and the increasingly desperate attempts governments and...
View ArticleA Frontier Too Far?
The African markets are still considered a frontier too far for many, but over the last 12 months a number of managers have entered the space, on the back of roaring commodity prices and capital...
View ArticleInto The Woods
Careful there! Tread quietly! We are now in official bear territory. Who knows what dangers lurk in these woods? Yes, the FTSE finally succumbed to the inevitable and crashed through the technical...
View ArticleLatin Lessons
Receiving investment grade status is supposed to make you more attractive to investors, not less. But over the last few weeks institutional investors have been reducing their exposure to Brazil, with...
View ArticleThe Bears Bite Back
With the summer reporting season now upon us, those looking for some relief amidst the bearish gloom are likely to be disappointed. Whilst pharmaceutical stocks like AstraZeneca staged a recovery last...
View ArticleThe Currency Conundrum
Rampant inflation has set the cat among the pigeons for currency managers seeking rewards in emerging markets. The problem is partly that central banks in Asia have failed to tighten monetary policy as...
View ArticleThe Greatest Fortitude
Value managers have had to have the patience of Job over the last two years – but last month saw the first sign that the market’s fixation with commodity plays may be drawing to a close. The popular...
View ArticleCaveat emptor
Spreads may be widening in anticipation of the new issuance season starting this month, but the worsening macro data suggests bond managers can also expect to see an increase in defaults. Some are...
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