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Joanne Warner, FirstState

Uncertain outlook brings return to volatility

As government stimulus packages draw to a close, commodity prices have fallen, and continued demand from the emerging markets, and China in particular, is of increasing importance to the sector. Ceri Jones reports.

Burkhard Varnholt, Bank Sarasin

ESG principles move into the mainstream

As awareness of climate change issues increase, providers of SRI products are enjoying increased demand, with investors attracted by the impressive returns these vehicles have displayed. Ceri Jones reports.

Patel Pinakin, JPMorgan

Thai value amongst political turbulence

Despite the political turmoil, Thailand remains attractive in terms of investment potential, although foreign investors may prefer other countries in the region that appear to be more stable, writes Elliot Smither.

Ferdinand Haas, DWS Investments
From Asset Allocation / Portfolio Management February 7, 2010

Guaranteed to protect and serve

Capital guaranteed products appeal to both high net worth and retail investors, writes Elisa Trovato, but it is vital that the client knows just how the funds work and the issues they are likely to encounter

Matt Christensen, Eurosif
From Asset Allocation / Portfolio Management November 1, 2009

Downturn boosts investors’ faith in SRI products

The European SRI market remains dominated by institutional investors, writes Elisa Trovato, but interest among private investors is growing as the fallout from the financial crisis leads people to consider investing in a more responsible way

Sulaiman Moolla, HSBC Amanah

The journey towards absolute return

As global market volatility reaches extreme levels and most asset classes suffer heavy losses, bankers are engaged in the arduous work of finding Sharia-compliant ways to offer companies and investors some protection, writes Philip Alexander

Simon Harris, GMO
From Asset Allocation / Portfolio Management October 5, 2003

Forecasting with figures

It might seem as though fund managers are just playing a numbers game, but quantitative methods help them to spot the lucrative trends. Quantitative techniques were once reserved for a handful of players in the marketplace. But things have changed. These days, most fund managers would claim to use some form of quantitative analysis as part of their investment process. Their growing acceptance and use is no accident. Using these techniques brings many advantages, in particular when dealing with large amounts of data or when looking to exercise discipline.

Stuart Owen, Barclays Global Investors
From Asset Allocation / Portfolio Management October 5, 2003

Marks of a good quant manager

There’s no mystery involved: computers have not taken over the investment process, and it still takes a creative and efficient human portfolio manager to make the most of quantitative data. Many imagine quantitative investment managers as rather mysterious boffins working under the direction of an all-powerful computer model. This “black-box” stereotype has little in common with reality and offers no insight into the factors that differentiate the best “quant” managers from the mediocre.

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From Asset Allocation / Portfolio Management October 5, 2003

Best of both worlds: value and growth

Style investment strategies, which revolve around the monitoring of distinct market segments, depend on quantitative analysis of the underlying stocks. The continuing recovery of European stock markets is increasing investors’ appetite for equities, but a residual uncertainty is preventing a herd-like rush back into stocks. Style investment strategies, where managers swap from “value” to “growth” companies depending on market conditions, are gaining in popularity in line with this renewed interest towards stock markets.

From Asset Allocation / Portfolio Management October 5, 2003

A disciplined, risk controlled framework

Quantitative analysis provides a powerful tool for identifying investment opportunities and for suggesting how to best structure a global portfolio: it’s all about picking the winners across countries and across industries.

Roosevelt Skerrit became the world's youngest head of state when he took up the position of prime minister of Dominica in 2004. He has since presided over a programme of reconstruction of storm-ravaged housing and infrastructure and revitalising the country's tourism industry. Moreover, his stewardship of the geothermal energy project has put Dominica on the road to clean energy self-sufficiency

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