Problems of Basel II remain under Basel III
New capital adequacy requirements under Basel III do not mean the end of all Basel II’s problems.
Profiles & Comment
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Corporate strength makes high yield attractive
Josh Hughes argues the case for high yield that compensates investors for the risks they are taking.
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Knee-jerk rush to government bonds is misguided
Jeff Keen asks if there is any value in government bonds that investors are looking so closely at.
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CLOs starting to come out from behind their TLA shield
Miguel Ramos Fuentenebro gives the positive case for CLOs in today’s market environment.
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Investors urged to look outside big three rating agencies
Yannick Naud looks at how rating agencies outside the big three value their AAA-rated sovereigns.
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Investors turn to astrology and alchemy for answers
Tim Cockerill turns to medieval astrology to explain recent market moves and investor reactions.
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Asia Pacific will fundamentally outshine OECD countries
Soo Nam Ng highlights why Asia Pacific ex Japan is better placed than the OECD countries.
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Investors will benefit as banks release property book
Sarah Cockburn looks at the impact of banks releasing their property loan book onto the market.
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Risk-adjusted returns better through concentrated portfolios
Concentrated portfolios can provide better risk-adjusted returns than their non-concentrated peers.
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India hit by both demand and supply-side inflationary pressures
Aditya Palwankar and John Vail outline specific policy responses needed to halt rising inflation.
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KIIDs ‘the most expensive consequence’ of Ucits IV
KIIDs is a grand, investor-friendly innovation though it could push up investors’ costs considerably
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Portfolio Adviser reader survey
This is a survey to find out how PA readers use hedge funds, ‘Newcits’ products, funds of hedge fund
