Market Analysis

SEC reforms aim to boost liquidity Print

16 February 2010

rogercaseyreportAssociate director at RogersCasey, Carolyn Cross examines the SEC-approved money market fund reforms, which aim to bolster liquidity, increase credit quality, and improve the flexibility and transparency of operations to ensure money market funds can weather the next crisis, summarising key provisions of the new rules and how they impact investors.

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Mercer survey compares use of active management Print

19 January 2010

survey_on_active_managementIn analysis completed for the Norwegian Ministry of Finance, Mercer has conducted a survey of active management, assessing the use and performance of active management at the total fund and asset class levels for 14 pension funds with combined assets of $950 billion, including eight funds from Europe and three from North America.

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A colossus emerges - prospects and industry implications Print

10 November 2009

Arjuna SittampalamA new fund management behemoth was formed this year when Barclays Global Investors (BGI) was sold by its parent bank Barclays to BlackRock. Mergers of this sort have a patchy history. By Dr Arjuna Sittampalam, Research Associate with EDHEC-Risk and Editor, Investment Management Review, looks at the issues of how this particular alliance will fare and the wider industry implications.

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No free lunch in asset allocation Print

02 December 2009

Richard EnnisIn his editorial for the November/December issue of the Financial Analysts Journal, Richard Ennis confidently consigns the term "uncorrelated return" to the scrap heap of asset allocation lingo, reminding readers there is no free lunch in asset allocation, and that in order to collect the risk premium, investors must also bear the risk.

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Investors need to factor in inflation - Wurts Print

21 October 2009

Eric_PetroffIt may still be the right time to allocate to distressed real estate and debt-related strategies as deleveraging continues around the world and capital remains in short supply.

But a significant factor likely to impact on portfolios in the medium term, according to US asset consultancy Wurts & Associates, is inflation.

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