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Sovereign wealth funds

Sovereign wealth funds

An in-depth look at the state-owned sovereign wealth funds that dominate the attention of the world's financial markets

Special focus: Sub-prime and leveraged loans

Special focus: Sub-prime and leveraged loans

Follow the buildup to today's subprime and leveraged loan problems.

April 2006

April 2006

Money and mystery: Adia unveils its secrets

Euromoney April 2006

Abu Dhabi Investment Authority is one of the world’s biggest institutional investors. It is also one of the most guarded. It publishes no numbers. It seldom makes any public statements. In a rare interview, two of its most senior officials lift the lid on the organization, revealing the reasons for its success. Sudip Roy reports from Abu Dhabi.

Debt markets

Why corporate hybrids are not all they’re dressed up to be

Euromoney April 2006

Every market participant has had something to gain from corporate hybrid securities. Bond fund managers have delighted in high yields; issuers have enjoyed cheap equity. Ratings agencies have been paid for their trouble, investment banks have pocketed juicy fees and traders have revelled in the volatility. But what seems a perfect fit might well fall apart at the seams in an unfolding credit downturn. This will either expose the defects in the market and destroy it or validate hybrids as an asset class.

Western Europe

Jürgen Fitschen: Deutsche's developing domestic market strategy

Euromoney April 2006

Domestic criticisms of Deutsche Bank’s international focus have not passed it by, prompting plans to develop its business at home. But as Jürgen Fitschen, who leads the initiative, tells Philip Moore, his bank does not intend to imitate rivals’ indiscriminate wooing of medium-size companies.

Covered bonds

Why the sun hasn’t set on RMBS

Euromoney April 2006

The introduction of a covered bond law in the UK is meant to sound the death-knell of RMBS. But the traditional financing vehicle of UK mortgages still offers greater leverage, diversification and liquidity. That’s why banks such as HSBC are considering setting up both covered bond programmes and new RMBS master trusts. Louise Bowman reports.

The covered bond party gets bigger

Euromoney April 2006

The covered bond market is developing in a way that few could have hoped for a few years back. Everywhere there is evidence of vitality. In addition to established relatively new sectors such as Ireland and the UK, issuers from Portugal, Italy, the Netherlands, Norway, Sweden and even Turkey are expected to join in. Alex Chambers reports.

Commodities

Commodities: Get smart or get washed up

Euromoney April 2006

The first wave of easy returns on commodities has passed, while allocations continue to grow. Traditional players are having adapt to a much more liquid market, swimming with a new breed of investors and their active hedging strategies. Peter Koh examines the changes.

CO2 market brings windfall profits for generators

Euromoney April 2006

The EU’s emissions trading scheme and Kyoto’s clean development mechanism are succeeding in promoting renewable energy. But electricity utilities are turning out to be surprise beneficiaries. Peter Koh reports.

Credit default swaps

What it takes to deal with success: How is the market dealing with the CDS backlog?

Euromoney April 2006

Dealers say the backlog of unconfirmed credit default swap trades has been reduced by 54% since September 2005. The New York Fed is asking for a further reduction by the end of June this year. How near is the market to having an infrastructure able to cope with massive growth and a broadening of the uses of CDS? Helen Avery reports.

Credit research

Credit research poll 2006: Analysts see the upside of a downturn

Euromoney April 2006

Banks’ credit research departments are readying themselves for a turn in the credit cycle towards a higher level of defaults and volatility. Florian Neuhof reports on the state of play.

Middle East

Abu Dhabi taps its own funds

Euromoney April 2006

Although the oil-rich emirate does not need other people’s money to finance big-ticket projects, it has shown an increasing appetite for project finance, reports Mark Ford in Abu Dhabi.

Qatar’s grand ambitions

Euromoney April 2006

Sheikh Mohammed Al-Thani has many roles. As Qatar’s economy and commerce minister he presides over the world’s fastest-growing economy. He is also chairman of the Qatar Financial Centre and the Doha Securities Market. Al-Thani is considered one of Qatar’s most forward-looking policy-makers, a man who has great ambitions for the Gulf state. Talking to Sudip Roy in Doha, he outlines the economic progress of Qatar and argues that it will become the financial services hub for the Middle East.

Asia

China’s economic miracle moves inland

Euromoney April 2006

Economic pressures and government policies are driving investment inland, but many of the so-called second cities already boast powerful economies. Banks see a new frontier of opportunity. Chris Leahy reports from the cities of Chengdu, Wuhan and Qingdao.

HSBC puts partnership into practice

Euromoney April 2006

HSBC is in the vanguard of foreign banks’ invasion of China and its partnership with Bank of Communications means that it is well positioned to expand. Chris Leahy speaks to HSBC’s China chief and his counterpart at Bocom about their businesses and the way they are working together.

Vietnam’s stock market: Buckle up and proceed with caution

Euromoney April 2006

Vietnam’s stock market is roaring as speculative money chases the few listed stocks. Reform is on the way and the potential for growth is clear. Meanwhile, the market remains over-hyped, poorly regulated and lethal for the uninitiated. Chris Leahy reports.

Real estate

Will these structures stand the test of time?

Euromoney April 2006

Investor demand for US commercial property-backed debt is rapidly increasing, with strong bids coming from Europe and Asia. An exciting new range of structured finance and derivatives products is on offer, but issuers and investors might be biting off more than they can chew. Kathryn Tully reports.

FIG Watch

FIG Watch: Freddie Mac moves onto the offensive

Euromoney April 2006

Freddie Mac’s new treasurer, Tim Bitsberger, marks a break with agency tradition in being an outsider. But he reckons his US Treasury experience can only enhance Freddie’s transparent approach to raising money and its stringent risk management standards. Bitsberger’s hope is that these will serve it well as it builds out its retained portfolio again. Kathryn Tully reports.

Debt markets news & analysis

Bank Liquidity: Icelandics scramble for funds

Euromoney April 2006

Icelandic bank spreads, which had been drifting wider late last year, moved out sharply in early March.

Hybrid: Insurance and banks boost Q1 hybrid supply

Euromoney April 2006

Excellent market conditions, M&A, special situations and heightened insurance activity drove record subordinated supply in the first quarter; more deals are in the pipeline.

US hybrids: Should we panic over ECAP?

Euromoney April 2006

Bond covenants: Credit investors look to be COC-sure

Euromoney April 2006

Debt round-up: WaMu ponders a covered bond

Euromoney April 2006

Debt round-up: Bank capital CMS market reopens

Euromoney April 2006

Debt round-up: SSA merry-go-round continues

Euromoney April 2006

Structured credit news & analysis

CDS futures: Exchange-traded contracts set to attract new client base

Euromoney April 2006

Plans by International Index Company (IIC) and Eurex to launch a CDS future have yet to resolve the question of how cash settlement will be achieved on reference entities that have defaulted. But once this problem has been solved, the initiative should open up the CDS market to investors that have so far been blocked from trading the OTC market.

Real estate: Sainsbury CMBS offers food for thought to other troubled credits

Euromoney April 2006

More opco/propco deals are likely given rising real estate values and investor interest in secured debt.

Mortgage finance: Have sub prime lenders missed the boat?

Euromoney April 2006

Rising personal bankruptcy levels and an uncertain economic outlook in the UK might suggest that non-conforming and sub-prime mortgage lending is not the smartest business line to jump into at the moment. Try telling that to the succession of new entrants now preparing to try their luck in this sector – one in which veterans might suggest that they are already 10 years too late.

RMBS: Issuers turn to MTN funding

Euromoney April 2006

Credit Default Swaps: More paper and dealers for preferred CDS

Euromoney April 2006

But standard documentation and eight dealers’ involvement might not be sufficient to spark investor interest.

SC round-up: Monoline aspiration

Euromoney April 2006

Foreign exchange news & analysis

Recruitment: Mine the three months

Euromoney April 2006

For some FX traders the prospect of an extended holiday seems to be the deal clincher for switching jobs.

Exchanges: Donohue says CME is leading the market

Euromoney April 2006

Chief executive of the Chicago Mercantile Exchange thinks pressure is building for exchange-traded model.

Algorithmic foreign exchange is more than just flavour of the month

Euromoney April 2006

There has been a lot of talk about the use of computerized trading in foreign exchange. Discussions at a recent seminar in London suggest that there is real substance, not just hot air, behind the chat.

FX round-up: UBS chooses Tradex

Euromoney April 2006

FX round-up: CME gets access to China

Euromoney April 2006

Fund management news & analysis

Wealth management: Where has all the vol gone?

Euromoney April 2006

Ultra-rich investors are seeking out higher-volatility hedge funds. But they will be hard to find until strategies catch up with demand.

Hedge funds and volatility: The ins and outs of ups and downs

Euromoney April 2006

Hedge funds returns are rising; does this mean volatility is back?

Research: Fund managers get more choosy

Euromoney April 2006

Unbundling of commission regulation will increase independent data provision.

Institutional investment: BBVA moves into hedge funds

Euromoney April 2006

Spanish bank forms a joint venture with alternatives specialist Vega to cater for institutional investors.

FM round-up: Differing returns of hedge funds

Euromoney April 2006

FM round-up: Are hedge fund databases trustworthy...

Euromoney April 2006

FM round-up: ...or hedge fund indices?

Euromoney April 2006

Equity markets news & analysis

Exchanges: Nasdaq’s bid may cut costs, but not for LSE users

Euromoney April 2006

The London Stock Exchange’s shareholders clearly have a lot to gain from Nasdaq’s bid for the market, especially if, as is widely expected, the New York Stock Exchange joins in the fray and pushes up the price even further. But what, if anything, users stand to gain is far from clear.

Growth markets: Sarbox refugees target Aim

Euromoney April 2006

US growth companies faced with the increased cost of listing at home are among foreign issuers seeking a home on London’s junior market.

European real estate-related ECM volumes set to increase

Euromoney April 2006

The volume of European equity capital market deals from the real estate sector has been growing strongly over the past two years and is expected to increase again this year.

European equities: JPM queries the bullish mood

Euromoney April 2006

There is a consensus view that European equities are cheap and that M&A will continue to drive the market up and keep the liquidity flowing. This rosy vision is built on the assumption that earnings will remain strong, that global growth is re-accelerating, that the risk from inflation is minimal and that interest rates are therefore likely to remain low.

BNP Paribas to reshape its equity derivatives business in quest for growing hedge fund demand

Euromoney April 2006

French bank increases staffing and product offering.

Equity round-up: The month in numbers

Euromoney April 2006

Equity round-up: Focus on indices

Euromoney April 2006

Corporate finance news & analysis

Telecoms: Bigger but fewer deals in US

Euromoney April 2006

Bank telecom advisory fees are on the up, but that won’t last for long.

Leveraged finance: Wall Street poaches key staff from GE Capital

Euromoney April 2006

Corporate restructuring dominance makes GE personnel rich quarry for banks boosting leveraged finance teams.

Buyouts: Public-to-private deals talked up in Europe

Euromoney April 2006

M&A: Increase in abnormal stock trading despite clampdown

Euromoney April 2006

Research shows an increase in abnormal stock trading in the UK despite recent FSA clampdown. Some of the irregular share price movements may be indicators of insider trading.

M&A advisers: Smaller advisers win big on telecoms deal

Euromoney April 2006

The $67 billion AT&T/BellSouth merger catapults Evercore and Rohatyn up the league tables.

CF round-up: Deutsche hires from Colony Capital

Euromoney April 2006

CF round-up: Rhodia hedges carbon emissions receipts

Euromoney April 2006

Asia news & analysis

Private equity: Investing into a perfect storm

Euromoney April 2006

CLSA rebrands and beefs up its private equity operation.

Corporate finance: Asian M&A tides float Standard Chartered boat

Euromoney April 2006

Bank is making use of its wide geographical experience to build cross-border expertise.

Ichan's bit triggers outrage: Right country, wrong target

Euromoney April 2006

Asia round-up: Listless listing

Euromoney April 2006

Asia round-up: Reit rage

Euromoney April 2006

Latin America news & analysis

Borrower View: Brazil marches towards investment grade

Euromoney April 2006

Joaquim Levy, Brazil’s treasury secretary, tells Lawrence White how the sovereign is restructuring its debt management profile.

Structured finance: Brakes on Brazil’s ABS market

Euromoney April 2006

Record liquidity stymies growth of securitization.

Liability management: Mexico falls short of grand ambitions

Euromoney April 2006

Microfinance: Latin credits prove their worth

Euromoney April 2006

Brazil: Senators push to ease FX law

Euromoney April 2006

Tough regulations hold back trade volumes.

Electronic trading: MarketAxess plans new EM service

Euromoney April 2006

Online trading platform MarketAxess plans to launch a client to multi-dealer emerging markets CDS index trading system in the second quarter. The system will be the first of its kind and Latin America-related business is likely to be prominent.

Latin America market round-up: Hugo Chávez watch

Euromoney April 2006

LATAM round-up: Deutsche reshuffles the pack

Euromoney April 2006

LATAM round-up: Bigger than they thought

Euromoney April 2006

Argentina's default $800 million more than commonly assumed.

EEMEA news & analysis

Small-scale lending: A Bold approach to microfinance

Euromoney April 2006

CLO facilitates the provision of loans to the world’s poorest citizens.

Credit ratings: Emerging in the emerging markets

Euromoney April 2006

An intimate knowledge of the market, a good track record and a favourable cost basis – what more could a credit rating agency ask for?

Bank reorganization: UniCredit/HVB defines its model

Euromoney April 2006

The future for UniCredit and HVB’s merged operations in central and eastern Europe has been determined, with HVB’s subsidiary, Bank Austria Creditanstalt, set to become the sub-holding company for CEE operations within the UniCredit group.

Russia: Rosneft muddies the Yukos bankruptcy waters

Euromoney April 2006

Debt capital markets: NBAD takes convertible step

Euromoney April 2006

The UAE capital markets received a boost last month when National Bank of Abu Dhabi (NBAD) issued a Dh2.5 billion ($680 million) tier 2 convertible bond through a private placement. It is the first time this type of hybrid security has been issued in the UAE.

Kazakhstan: Specialist bank created as equity market booms

Euromoney April 2006

In a sign that Kazakhstan is set to become increasingly visible on investors’ radar screens, a new investment bank has been set up there to offer a full range of corporate finance and brokerage services.

UAE: Emirates Holdings spins off subsidiaries

Euromoney April 2006

Private-sector company prepares businesses for IPOs.

EEMA round-up: Romania

Euromoney April 2006

EEMA round-up: Georgia

Euromoney April 2006

Market Leaders

Hybrid capital: all things to all men?

Euromoney April 2006

The US hybrid market has suffered a setback following a recent NAIC ruling.

Banks and fund managers: Mind your backs!

Euromoney April 2006

Treat your back-office staff well lest they take umbrage and run away to a hedge fund.

Brazil’s uncertain future: On Antonio Palocci’s resignation

Euromoney April 2006

Finance minister’s resignation leaves investors feeling cautious.

Banks count the cost of US regulation

Euromoney April 2006

It’s a good job that many US investment banks have had such a strong first quarter. They need the cash to keep the regulators at bay.

Why Gulf markets have hit a wall

Euromoney April 2006

Further reformis essential if the region’s stock exchanges are to come under the steadying influence of institutional investors.

Getting a mental grip on Citigroup

Euromoney April 2006

While rivals’ share prices roar ahead, Citigroup’s languishes. Investors love stocks that are easy to understand. So is it time for Citi to develop a clearer strategy?

Columns

The danger of early warnings

Euromoney April 2006

23 March: Deutsche Bank, HSBC, M&S's Stuart Rose, Sandy Weill

Euromoney April 2006

Introducing a light-hearted look at the financial markets players as well as the issues that keep bankers up at night. In this piece Abigail brings us commentary on Deutsche Bank, HSBC, M&S tomatoes, and Sandy Weill's sweater.

ECB Watch: Decision-makers fly by the seat of their pants

Euromoney April 2006

The ECB’s March 2 rate rise is contra-indicated by the prevailing data, which are apparently distrusted by the central bankers. In their view, recovery is well established in eurozone countries.

Against the Tide: The party’s over for US property

Euromoney April 2006

The US housing boom is set to collapse, with adverse effects on domestic consumption. This, unlike the slowdowns in Australia and the UK, will have a marked effect on global growth.

Inside Investment: Merril and BlackRock - Rocking and reeling

Euromoney April 2006

What does Merrill Lynch’s $9.8 billion BlackRock deal mean for the European asset management industry?

Flipside - Asia: Vietnam takes to the capitalist road

Euromoney April 2006

Urban Vietnamese are leaping on the capitalist bandwagon, driving it as fast as they can in an effort to build a lead on the foreign companies that will inevitably tap a burgeoning market.

Front end

NBK nearly employs Aussie embezzler

Euromoney April 2006

Gulf of credibility baulks Aussie banker: Australian banker attempts to avoid jail time and earn enough to repay embezzled funds by taking a position at the National Bank of Kuwait.

Investment bank giants hit for six

Euromoney April 2006

DTCC uncovers 'illegal' Cuban stock certificates

Euromoney April 2006

Worth only the paper it’s printed on

HK investors’ greed gets the best of them

Euromoney April 2006

HK euphoria hit by rapid short circuit

SuperDerivatives introduces funky financial glossary to their website: Putting a gloss on the market

Euromoney April 2006

Off the Record

Euromoney April 2006

Quotes of the month

Euromoney April 2006

Guide to Bank Reform in Nigeria

Nigeria benefits from banking mergers and recapitalizations

Euromoney April 2006

Raising capital adequacy requirements from N2 billion to N25 billion has freed Nigerian banks from reliance on public sector funds and better equipped them to finance bigger projects within the oil, gas and telecommunication sectors.


If you gear up 15 times and fund overnight there is no model in the world that is going to be able to solve that

At least one banker does not subscribe to the view that the meltdown in structured finance was entirely a result of inaccurate modelling

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