The FM Report

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Alternative Investment

Why listed private equity is worth a look

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The rise and rise of private equity Much has been written about alternative asset classes over the past decade, and it’s easy to see why. With bond yields at all-time lows, interest rates either near zero or negative, and equity market returns expected to be lower in the years ahead, investors have been seeking alternative asset classes that can deliver attractive returns. … [Read more...] about Why listed private equity is worth a look

Exotic ILS perils: why bother?

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Insurance-linked securities (ILS) are most commonly known for their exposure to natural catastrophe risks such as earthquakes or hurricanes, however there is a small and lesser known category of ILS exposed to what might be termed exotic or man-made risks, for example, pandemic, terrorism or cyber risk. These tend not to be core weightings in a typical ILS portfolio and some … [Read more...] about Exotic ILS perils: why bother?

Could crisis alpha be the next big thing?

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In this article we discuss why investing in Currency Strategies are a strong consideration for the markets ahead. Quantitative Easing (QE) on an unprecedented level, and the adoption of Zero Lower Bound (ZLB) monetary policy by central banks across the globe were the lead solutions to the financial crisis.  These solutions have had an enormous impact on almost every asset class … [Read more...] about Could crisis alpha be the next big thing?

Missing a trick

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Look up the International Monetary Fund/World Bank table of reserve assets and today’s Western investors might get something of a surprise – gold sits at the very top of that list. While gold remains the go-to primary reserve asset of the world’s central banks, global super rich, and even the developing world, for some strange reason the precious metal has long been shunned … [Read more...] about Missing a trick

China’s long green march

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Policymakers in Beijing cannot afford to allow pollution to undermine economic and social welfare. It offers a structural driver that smart investors can take advantage of. Next year will mark the latest milestone in China’s drive to reduce its carbon footprint if it can consolidate its position as the world’s top importer of natural gas, having just overtaken Japan.The … [Read more...] about China’s long green march