Asset management

Material looking at the asset management sector and investment.

HEDGE FUNDS: The real derivatives players

FT Mandate, November 2005 Hedge funds can be considered the alcoholics of the derivatives world – dependent on them to function in any meaningful way. They have also been known to collapse when they’ve either over-indulged their passion or misjudged the effects of the product. Generally, though, they wander the investment circuit in blissful...

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The revolution feeding equity risk appetite

FT Mandate, November 2005 Equity derivatives have made massive progress in traditionally untapped markets partly due to institutions having to reduce their equity allocations but not wanting to. Gerry O’Kane charts the rise of the asset class and provides an insight into the different types of products on offer. It is always bad for...

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Low cost, less risk and global spread

FT Mandate, April 2005 Europe has been busy buying into the ETF market this year owing to growing interest from the pension fund market which views them as an investment product that can reduce risk, while offering a good geographic exposure. Gerry O’Kane reports. This year has produced some interesting statistics for the global...

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Big names return to Vietnam

Citywire: 21 April 2004 Henderson, Cazenove and Asset Value Investors, the management company behind the British Empire Securities investment trust, are backing a Vietnam closed-ended fund in a bid to get exposure to the fastest growing emerging market. The Dublin-listed Vietnam Enterprise Investment trust (Veil) is trading at a 14% premium to its net...

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Artemis gives Global Growth ‘dog’ a new master

Citywire, Gerry O’Kane Artemis has switched manager on its tiny Global Growth fund following publicity over its poor performance. The £2 million Artemis Global Growth fund was labelled a ‘dog’ fund in a widely reported survey in December. It generated a return of just 4% last year despite the rally in equity markets that...

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Tactical traders test Birch’s mettle

Citywire, 10 Feb 2004, Gerry O’Kane AAA-rated Graham Birch has admitted to difficulties managing his Merrill Lynch Gold & General Fund because fund of fund managers and hedge funds have been targeting it to make a fast buck. For the year ending 15 June 2003, the £241 million fund saw the value of units...

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Jupiter builds huge stake in Pegrum’s fund

Citywire, 9 Feb 2004, Gerry O’Kane John Chatfeild-Roberts, Jupiter’s head of fund of funds, is believed to have bought up to 30% of Neil Pegrum’s Insight Investment UK Dynamic Fund. AA-rated Chatfeild-Roberts admitted his holding was ‘substantial’, but could not confirm the current value or size of the stake in Pegrum’s fund. Citywire’s sources...

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Commission rebater admits funds flaw

Citywire, Sunday 01 February 2004, Gerry O’Kane, Funds Reporter Intelligent Money, a new online service that offers to work out commissions paid by investors for financial products and help to recoup them, could face financial problems should fund companies refuse to pay trail commission. While initial focus has been on the furious reaction from...

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Broker fund problems are nothing new

Citywire, Dec 03, 2003 Broker-managed funds are back in the news over claims that some of them may be involved in trading abuses such as market timing; Gerry O’Kane looks at the £750 million sector and finds it has seen better, if seedier, days. As we revealed last week, Canada Life is about to...

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Pentagon linked to Royal Sun and Canada Life

Citywire, Monday 01 December 2003 Pentagon Capital Management, the London-based broker fund manager that has been linked to the controversial practice of market timing, has had business relationships with Royal & SunAlliance and Canada Life, reports Gerry O’Kane. Royal & SunAlliance terminated its relationship with Pentagon earlier this year but Canada Life has maintained...

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Categories

Feature

China’s battle with water pollution is up-hill all the way

As the debate over revisions to China’s Environmental Law rumbles on, new incidents of groundwater and river pollution pour out of the Chinese media...

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China’s energy strategy will make waves for years to come

Follow the money, CleanBiz.Asia The economic turmoil of the financial crash saw China being feted as a white knight with drawbridges being lowered to...

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Currency Management: Minding the pennies and cents

Investment and Pensions Europe (IPE): 1 Nov 2012 01 Nov 2012 Pension funds are learning that currency costs need to be managed, writes Gerry...

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Forget the world as we knew it

Follow the Money, CleanBiz.Asia It was like an elephant in the corner of the room. Hurricane Sandy came roaring through the Northeast United States,...

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Hong Kong-listed logging company continues global rape

CleanBiz.Asia Malaysian logging group Samling, has been accused of using illegal logging permits to give it access to pristine forests in Liberia. The case...

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