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Lords of finance, culprits of crises
Lords of Finance, which focuses on how the decisions of four central bankers in the 1930s led to the Great Depression, provides an important perspective to our current outlook, writes Jonathan Davis
Fund focus: rich seams in neglected zone
Baillie Gifford’s Japanese smaller companies fund has long-term optimism
Good research adds value for East Capital
Good research can add more value in eastern Europe than in western markets because there is less research available and the difference between good and bad companies is much greater, East Capital’s founder says
What’s driving alternatives in the long-only world
The repeal of a certain section of the US Internal Revenue Service’s code back in 1997 paved the way for hedge fund managers to inch into the mutual fund world
New breed of hedge mutuals grows apace
Smaller players are entering a market dominated by top brands
Rich seek shelter in multi-family homes
Many moneyed families now have more complex needs
Worst seems to be over for Japanese dividend cuts
Japanese companies are cutting dividend payouts, aggressively some say, but the reductions are not at the same rate as plunging profits
Eyes stay focused on China’s SWFs
China’s growing economic importance and the consequent allure of its SWFs will prove a magnet for international asset managers with regional ambitions
Perfect time for absolute return method
Debate still rages over the use of relative return and absolute return approaches to evaluate investment performance
Helping the poor just got popular
Microfinance is proving increasingly popular with investors from different economies, attracted by its crisis-proof qualities as well as the social-good aspect
