Specialist Outlook

Image for The 2012 DCisions Report: Calibrating DC Outcomes

The 2012 DCisions Report: Calibrating DC Outcomes

DCisions
Use of multi-assets is on the rise but the DC multi-asset fund market, where most products have self-selected benchmarks, defies meaningful comparisons. There is a lack of an effective benchmarking system in the market today.

15 May 2012

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Image for Why we're still high on the high-yield market

Why we're still high on the high-yield market

Mark E Durbiano
Senior Vice President and Senior Portfolio Manager Mark E. Durbiano heads the Domestic High Yield Group at Federated Investors.

27 April 2012

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Image for Go east: Asian equity markets remain attractive

Go east: Asian equity markets remain attractive

Simon Flood
Contrary to the downbeat market expectations of late 2011, the global macro environment for the first quarter of 2012 turned out to be much more encouraging.

12 April 2012

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Image for Discovering gems in emerging markets

Discovering gems in emerging markets

Michael Godfrey and Matthew Vaight
In recent years, developing economies have enjoyed robust economic growth and their share of the global economy has increased dramatically. While a strong economy is undoubtedly beneficial for companies, research shows that there is actually little correlation between a country's GDP growth and the performance of its stock market. In fact, countries with the fastest economic growth have tended to deliver the worst returns.

08 March 2012

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Image for FTSE DCisions Index Series

FTSE DCisions Index Series

DCisions
The FTSE DCisions Index Series, launched in association with DCisions, brings transparency to asset allocation decisions made within UK DC plans. It provides an objective measure of the return and risk these solutions deliver to consumers.

14 February 2012

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Image for Emerging Market Corporates – Opportunities in 2012

Emerging Market Corporates – Opportunities in 2012

BlueBay Asset Management
BlueBay Asset Management offers its views on corporate bond investment opportunities in emerging markets 

14 February 2012

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Image for Dexia Asset Management outlines its fixed income outlook for 2012

Dexia Asset Management outlines its fixed income outlook for 2012

Dexia Asset Management
Koen van de Maele, Global head of Fixed Income Management at Dexia Asset Management and Nicolas Forest, Head of interest-rate strategy at Dexia Asset Management look at the year ahead.

26 January 2012

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Image for The Low-Volatility Equity Opportunity 

The Low-Volatility Equity Opportunity 

Susanne Willumsen, Lazard Asset Management
Low volatility equities should offer a smoother path to equity wealth accumulation by limiting participation in sharply contracting markets, says Susanne Willumsen from Lazard Asset Management 

13 December 2011

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Image for One size does not fit all 

One size does not fit all 

Hannah Clarke, Technical Pensions Consultant, Ferrier Pearce


05 December 2011

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Image for Global dividend investing: a world of opportunities 

Global dividend investing: a world of opportunities 

Stuart Rhodes, fund manager, M&G global dividend fund
Stuart Rhodes, fund manager of the M&G Global Dividend Fund, explains why dividend investing is an effective investment strategy and discusses the advantages that a global approach to dividends can provide. He also sets out some of the pitfalls that are associated with dividend investing and suggests ways to avoid them

24 November 2011

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Image for Emerging markets: The 'children' are growing up 

Emerging markets: The 'children' are growing up 

Ihab L. Salib, Senior Vice President and Senior Portfolio Manager, Federated Investors
Ihab L. Salib, a Federated Investors senior vice president and senior portfolio manager who heads the Pittsburgh-based financial services company's International Fixed Income Group, discusses the growing role that emerging markets/developing countries now play in the global economy

16 November 2011

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Image for NEST Corporation: Understanding the impact of the financial crisis on the  NEST target market 

NEST Corporation: Understanding the impact of the financial crisis on the NEST target market 

DCisions
DCisions, the DC investment performance analysis company, outlines how vital it is to understand consumer behaviour before, during and after the peak of the global financial crisis  

14 November 2011

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Image for Marrying Member Expectations and Investment Strategy within an LDI  Framework 

Marrying Member Expectations and Investment Strategy within an LDI Framework 

Dr. Petri Greeff, Head of LDi Services, RisCura
Trustees of modern day Defined Contribution (DC) funds have a tough job when it comes to implementing a long-term investment strategy for their fund

14 November 2011

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Image for Why buy outs (and buy ins) may not be the answer to managing risk

Why buy outs (and buy ins) may not be the answer to managing risk

Steven Catchpole
Steven Catchpole urges trustees and scheme sponsors to think again before pursuing an insurance-based approach to reducing risk 

17 October 2011

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Image for Emerging markets: The 'children' are growing up 

Emerging markets: The 'children' are growing up 

Ihab L. Salib
Ihab L. Salib, a Federated Investors senior vice president and senior portfolio manager who heads the Pittsburgh-based financial services company's International Fixed Income Group, discusses the growing role that emerging markets/developing countries now play in the global economy

10 October 2011

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Image for Global emerging market currencies 

Global emerging market currencies 


Many pension funds have traditionally used currency overlay strategies to hedge their foreign currency exposure stemming from their overseas equity holdings. Increasingly pension funds are viewing investments in currencies as an additional source of return

28 September 2011

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