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Tuesday, 27th February 2024
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Finance Magazine - February 2008 Issue

 
Diversify and thrive
 
Hedge Funds - funds of funds a safer but pricier option
 
Exchange Traded Funds - low cost and diversified access to a huge range of alternatives
 
Private Equity - off the boil for now
Private equity - offering high net worth investors the opportunity to avail of special situation investment opportunities - opportunities not available to the general public, and thus inherently attractive to those subscribing to the theory of assymetric market opportunity, has gone off the boil since the spring of 2007. Its time will come again though.
The trick will be to avoid the ‘value trap'
Eamonn Hughes, Best Analyst Financials in the Survey, fears that despite swift price adjustments the rolling credit cycle will ‘ensure that valuations and share prices will still be far off last year’s highs.’
High earnings risk in cyclical sectors such as construction, packaging and airlines
John Mattimoe’s three sectors of building materials & construction, airlines, and paper & packaging share one thing in common: they are cyclicals. Hence they offer good upside ‘for the rally that will follow’. However, he also says that although valuation levels have become quite attractive, the market continues to face challenges in the coming year, particularly in the first half.
Resources & technology - also impacted by broad sentiment
Gerry Hennigan, who won the Technologyand Resources gongs in the Survey, on unique aspects of both sectors.
Media and gaming - valuations affected by private equity downturn, and economy
Gavin Kelleher, Media and Gaming Analyst, looks at the fortunes and forward prospects of Independent News & Media and Paddy Power.
Economy: a temporary pause, not a prolonged slowdown
Dermot O’Leary, top Economist for 2007, is not panicking about the expected downturn in Irish economic growth in 2008-9; ‘After such a period of record growth, and in particular, the domestically generated nature of this growth more recently, a slowdown was overdue’.
The implications of the sub prime crisis for insurance
The global insurance industry is the latest casualty of the sub-prime crisis in the US as investors mark down the value of quoted insurance giants amid fears of a rise in genuine claims and indeed the emergence of higher fraudulent claims. Ronan Foley looks at the implications for the sector.
MIFID targets Contracts for Difference
CFDs have featured centrally in the drama of the Irish equity market over the past year, and have been a source of leverage at a time of heightened volatility, with predictable results. Now MIFID will have implications for the sale and execution of CFDs. Paul Foley analyses.
Regulatory issues and alternatives: the importance of MIFID
 
Finance Bill 2008
This year’s Finance Bill includes several useful measures to respond to industry needs but the more significant talking points regarding the treatment of foreign dividends and VAT on property are immersed in unnecessary complexity, write Brian Daly and Niall Campbell.
Tax intermediaries - ‘enhancing’ Revenue relations
Tom Woods takes a look at a study published by the OECD in January, which looks at the role of tax advisers and banks as ‘intermediaries’ in ‘aggressive tax planning’.
Bonuses - the credit crisis has shifted the goalposts
In the first of a series of Symposiums on key topics in financial services HR, organised by FINANCEJOBS.IE, the jobs website of Finance and Finance Dublin, we examine the impact of the linking of bonuses as an element in the credit crisis
Generating ‘alpha’ as your day job
Profile of Sean Crowe, C.O.O. and Head of Global Fixed Income and Specialist Products Bank of Ireland Asset Management.
Ireland’s securitised mortgage markets - what 2008 may hold
Paul Fenn looks at how the world changed between the first and second half of 2007, and considers what 2008 may hold.
Funds leader
Gerry Brady is Country Head of Northern Trust in Ireland. Northern Trust is a US Financial Institution founded in 1889 with $4.1 trillion of assets in custody and $996 billion of assets under administration. In Ireland, Northern Trust has licensed management, fund administration and custody /trustee companies, employing 505 staff in offices in Dublin and Limerick and administering $160 billion of assets as at December 31st 2007.
Dublin only Irish region with salary increases in 2007
 
PwC launches non-life actuarial consultancy practice
 
NTMA targets diversification into alternatives for National Pension Reserve Fund for 2009
 
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