December 2011

Brazilian flagThousands of protestors pouring into the streets of Brazil not surprisingly overshadowed news that a fixed income tax had been repealed. Andrew Short asks what markets can expect next.

SceneryThe abundance of certain crops in Brazil means there is nowhere to put it all. Andrew Short considers the investment opportunity in storage.

BooksWith emerging market star Brazil set for slower growth fund managers will have to dig deeper to keep the Latin American growth story on tract, finds Nick Fitzpatrick.

LombardoPioneer Investments argued the case for a ‘renaissance of risk’ at its annual client investment conference, where Funds Europe was the media partnerMany fund selectors believe investors are on the verge of allocating a greater amount of money to equity investments and away from bonds.

Private jetThe Brazil hedge fund industry has seen many launches in recent years, but is now on a plateau. The recovery in wealth management globally may help drive the industry, says Nick Fitzpatrick.

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Executive Interviews

INTERVIEW: ‘We have to improve ourselves’

Jul 17, 2017

Raising productivity is essential for Abenomics to succeed, says Mitsuhiro Yuasa, co-founder of Rheos Capital.

INTERVIEW: Cash-rich and hoping to grow

Mar 20, 2017

The chief executive of Value Partners has ambitious plans and $335 million to spend. George Mitton meets King Lun Au.

Roundtables

REAL ESTATE ROUNDTABLE: In search of a home

Jul 17, 2017

From Korean warehouses to Chinese hospitals, investors’ holding periods are growing in Asia. But in a market awash with liquidity, so is competition for assets. Our panel in Hong Kong discuss real estate investment.

ROUNDTABLE: More transparency, less certainty

Mar 20, 2017

Our panel discussed exchange-traded funds, regulatory overdrive and whether mutual fund recognition has been a failure. Chaired by George Mitton in Hong Kong.