Margie Lindsay

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Articles by Margie Lindsay

Credit fund looks set for another good year

Founded in 2000 to take advantage of the opportunities in the European markets with the introduction of the euro, Liontrust Credit Fund has seen continued growth. Simon Thorp, head of fixed income at the company, remembers the fund managers saw great…

Inside story of family offices

Duncan Straughen, director of Wates Family Office, was recruited to work closely with family members to help create the infrastructure and support needed for an actively engaged owners group. The family was just completing a transfer of ownership between…

Fading memories

How soon we forget. Markets are rising and could end the year higher than before the financial crisis, despite the fact fundamentals that should underpin and logically support prices are absent. Governments, the public and even the media appear to have…

Man on a mission

With a background that has taken him through banking and global institutions, Todd Groome may seem at first glance an unlikely champion of the hedge fund industry. This varied experience, however, is just what has given him a deep appreciation of what…

Changing times for diverse family

A family that began in the early 1900s faced moving into the new century with an expanded and diverse family where the present generation needed to take control and start planning for the next.

New blood

Single-family offices are undergoing drastic remodelling to emerge in the image of the younger generation who now controls them. The next generation of family office leaders is making major operational changes, reports Margie Lindsay.

Not quite champagne time

As the anniversary of the Lehman collapse that triggered the worst financial crisis since 1929 rolls around, it is not quite time to start popping Dom Perignon corks. There is still some debate as to whether this will be a V, U or W recession. The talk…

Wary about hedge funds

The German marketplace and government has not been particularly welcoming to hedge funds. Many are seen as a disruptive and negative influence on German companies. Nevertheless, some funds are keen to tap into the significant investor base one of the…

Shorting and hedging with ETFs

ETFs can be sold short to hedge a portfolio of stocks, bonds, commodities or funds. Securities lending revenue on ETFs can be attractive for investors who own ETF shares. The lending revenue that can be earned on ETFs could more than cover the annual TER…

Basic ETF structure and Ucits

ETFs have distinctive features. Each ETF is designed to track a specific index. They provide access to investment styles, asset classes, markets and different sectors.

Gradual rise in Shariah compliant ETFs

The first Shariah compliant ETF was launched in January 2007. Since then the evolution in the methodologies used by index providers to create appropriate Shariah compliant indices has resulted in well-defined indices acceptable to a broad constituency of…

ETFs in Latin America

In the first five months of 2009, the Latin American exchange-traded funds (ETFs) industry had 11 locally domiciled ETFs, 174 exchange listings and assets of $7.47 billion from two providers on two exchanges.

What is on offer

ETFs possess characteristics that make them an alternative to futures and portfolios of shares for investors who are seeking to gain or reduce country, regional, sector and style as well as fixed-income and commodity exposure.

Interesting times for global bond market

The bond market has not been immune to the global economic crisis. Investor confidence has been shaken. However, the overall lack of liquidity has increased the importance of bond markets as a source of finance for companies and governments.