Volatility Set to Rock Emerging Markets

January 28, 2012 in Investment Strategy by Clear Path

Whilst seeking for high yield amongst low returns, analysts claim as much as $2,000bn is likely to pour into emerging market currencies and debt resulting in volatility as the markets [...]

Island’s hedge fund industry boosted by increased regulation post Madoff/crisis

January 24, 2012 in Investment Strategy by Clear Path

By Marina Mello, The Royal Gazette Online Bermuda is gaining from heightened regulation of hedge fund managers in Europe in the wake of the Madoff fraud case and global financial [...]

Sector comment: IMA Sterling High Yield

January 24, 2012 in Investment Strategy by Clear Path

Investors are uncertain on high yield bonds given the current forecasts By Jenny Lowe, FT Adviser The IMA Sterling High Yield sector consists of funds that invest more than 50 [...]

It May be Time to See ‘Offshore’ off

January 18, 2012 in Investment Strategy by Clear Path

Source: Financial Times Is there any justification for an investment fund to be based “offshore”? Funds are set up in places such as the Channel Islands, Cayman Islands, Luxembourg and [...]

Insurance Linked Securities Market to hit high in 2012

January 12, 2012 in Insurance, Investment Strategy by Clear Path

With $3.4bn worth of bonds maturing this year, according to leading global reinsurers, the market for cat bonds is expected to grow for the first time since 2007 to about [...]

The Fall of The DB Pension Plan

January 3, 2012 in Investment Strategy, Pensions Administration & Operations by Clear Path

Active membership of private DB pension schemes has dropped by over 5m to 2.6m in 30 years. These figures are continuing to drop significantly, and Shell is the last of [...]

The Building Blocks of Economic Turmoil

December 8, 2011 in Investment Strategy by Clear Path

Past sovereign restructurings including the likes of Argentina and Peru, and the resulting role of distressed debt funds in funding fundamentally sound companies through the economic turmoil, is a lesson [...]

High Yields Vs. High Risk

November 29, 2011 in Investment Strategy by Clear Path

High Yields High Risk Currency Diversification Vs. Dealing with unknown governments & central banks Portfolio Diversification High Volatility Clear Path Analysis’ upcoming report ‘Investing in Emerging Currencies and Debt’ seeks [...]

Pension Funds Look To Distressed Debt as Shelter from the Storm

November 24, 2011 in Investment Strategy by Clear Path

The uncertainties facing the future of the European economy is encouraging increasing numbers of US hedge funds and private equity firms to offer distressed debt funds as they look to [...]

Infrastructure Assets at Poll Position

November 9, 2011 in Investment Strategy by Clear Path

Due to their inflation-hedging characteristics and global listed returns equivalent to CPI plus 6.3% over 20 years, the popularity of Infrastructure assets is on the up. Regulation, concession agreements and [...]

82% of Pension Fund Managers Believe ESG Issues are Important

June 2, 2011 in Investment Strategy by Clear Path

A survey conducted for a forthcoming report on environmental, social and governance (ESG) investing, has found 82% of pension fund managers believe ESG issues are an important consideration when choosing [...]

RPI to CPI Switch Highlights New Complexity for UK Schemes

March 30, 2011 in Investment Strategy by Clear Path

With providers of annuities moving to the CPI basis, many pension schemes holding annuities as an asset of the scheme could see a mismatch between the benefits due under the [...]