Articles by Joanne Harris
Emerging opportunities
US-based investment managers Prince Street Capital’s flagship long/short fund has never suffered annual negative returns, even in 2008.
Enterprising investment
TTP Ventures’ chief executive David Gee believes clean technology is set to be the highest growth economy in the UK over the next 10–20 years.
Structured for success
In just six years, structured product specialist TFS has launched 750 bespoke products for clients.
Building on property
Faircroft Properties chief executive James Burchell believes the current economic climate is the right time to invest in commercial property.
Making money from a macro-economic shift
The world is in the midst of “one of the great macro-economic shifts of the last 100 years”, according to DTAP Capital Advisors partner Hugh Warrender.
Systematic investment
Formed through a spin-off from JWM Capital Partners, Episteme Capital’s inaugural fund went live in July this year.
Chinese opportunities
Of all the world’s emerging markets, none has boomed so quickly as China. While the developed world struggles with the financial crisis, China is forecasting continued strong growth.
Warming up to Cuban investment
Alex Schmid thinks there is a rare, niche opportunity for investors in one of the few remaining territories standing outside the world’s financial markets.
Farmland offers opportunities
Population growth and climate change are driving a change in the way the world uses land. As a consequence there is a shortage of good-quality farm and forest land.
Watch for the bond bubble
The credit markets have avoided becoming the next bubble waiting to burst. Nevertheless, investors should be cautious of government bonds.
Investment grade bonds offer
Increased issuance of US investment grade bonds present increased opportunities, says Scott Service, senior global strategist at Loomis, Sayles & Co. There has already been a huge rally and he is confident “there is more rally to come”.
Future of diversification
Family offices are increasingly looking at tangible assets as a way to diversify their portfolios away from purely financial risk.
Emerging markets, emerging assets
Investors must be wary of a still-volatile economy and pick investments accordingly. However, emerging markets are a good bet and will continue to be so, concludes Cayzer Trust Company director Dominic Gibbs.
Risk needs new clothes
It is not often the financial markets are compared to fairytales but that is how economist Roger Nightingale sees the way risk has been sold over the past few decades.
Commercial property set to rise
The economic forecast for the commercial property market is clearing, says Standard Life Investments’ investment director Andrew Jackson.
Simple strategies are the best
Investors were shocked in 2008 when they discovered diversifying a portfolio could not get rid of risk. Economists were less unsettled. They tend to look at a whole range of views, examining data and information domestically and globally in order to form…
Building a concrete hedge
JP Morgan Asset Management global multi-asset group managing director Jeffery Geller sees hedge funds as a way of actively managing investments rather than an asset class in their own right.
Defining a family office
“Any ex-UBS banker these days starting up their own shop is calling themselves a family office,” says Reyl Private Office director Pierre Condamin-Gerbier, discussing the question of the optimum structure for a family office.
Future planning for succession
There are a number of different structures that can be used to manage a family’s wealth, but the most important requirement is adequate succession planning.
Outsourcing dilemma
Family offices come in a variety of shapes and sizes. Not all are called ‘family offices’ and not all are designed to meet every need of a family.
Ticking the boxes
Suggestions of what investors should include in a due diligence questionnaire vary. The Alternative Investment Management Association’s (AIMA) illustrative questionnaire covers most aspects of a fund’s operation – from the basics, such as address,…
Why does Madoff matter?
Since the arrest in December last year of Bernard Madoff on charges of fraud, questions have been asked as to how both the authorities and investors failed to spot the investment manager’s Ponzi scheme.
Digging into due diligence
With the industry quaking from the shock of the financial crisis, due diligence has never been such a hot topic. Hedge Funds Review finds out what investors want to know about funds and managers.
Lawyers set for changing times
Despite increasing regulation, the mood in the offshore legal camp is buoyant. Joanne Harris reports