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Diversifying Into Global Bonds and Currencies Amid UncertaintyNewton's Paul Brain discusses how concerns about sovereign debt credit quality might be addressed by diversifying into global bonds and currencies and by avoiding market-cap-based indices overweighting the most heavily indebted issuers. Author: Paul Brain
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Time to Let Go? Greek Debt and the EurozoneNewton's Paul Brain looks at the options remaining in dealing with Greece's sovereign debt problems and argues it might be time to consider letting Greece leave the eurozone. Author: Paul Brain
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Weather Eye for Opportunities in All SeasonsNewton's head of fixed income, Paul Brain, warns that the eurozone remains stormy and unpredictable so that a flexible and unconstrained investment approach in 2012 is likely to find pockets of opportunity across global bond and currency markets. Author: Paul Brain
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Fixed Income Absolute Return Amid Sovereign Debt UncertaintyPaul Brain, Newton's investment leader for fixed income, and Colm McDonagh, head of emerging market fixed income at Insight, discuss the potential benefits of fixed income absolute return approaches against the backdrop of low interest rates, heightened market volatility, and sovereign debt concerns. Authors: Paul Brain, Colum McDonagh
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Global Investing -- A View from the Top: Go Global in Fixed Income and CurrenciesThe rationale for investing in global fixed-income securities used to be founded on the existence of a weak local currency. There are now many more reasons to invest in overseas fixed-income markets. Diversifying away from a domestic market in which the central bank is running the risk of inflation and in which the government is not addressing debt challenges adequately seems a sensible idea. Learn more from Paul Brain of Newton. Author: Paul Brain
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Eurozone Crisis Part Deux: The Big OnePaul Brain, Newton's head of fixed income, analyzes the second stage of the European sovereign debt crisis, arguing that the eurozone is now under significant threat, with a break-up of the single currency union a possible, albeit low-probability, outcome. Author: Paul Brain
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Bond Alchemy: Conjuring Solutions to Sovereign Debt ProblemsPaul Brain, Newton's investment leader for fixed income, discusses the possibility of Brady-bond-type instruments to address Europe's continuing sovereign debt problems. Author: Paul Brain
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Collateral Management for German Funds: Innovative Solutions for Stock-Loan TransactionsReprinted with the permission of Euromoney Institutional Investor PLC As the German investment industry liberalises to the form of the international model, German institutional and retail funds are adopting innovative techniques to mitigate risks in capital markets around the world. Authors: Thomas Brand, Mark Higgins
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Rethinking Best Practices in a Changing Payments LandscapeSending and receiving payments in today's business economy has evolved into a complex set of processes that increasingly relies upon the successful interdependence of multiple players on a global scale. Much like a kaleidoscope that shifts each of its internal parts, the constant motion of the payments landscape, as directed by industry trends, regulatory mandates and client needs, affects how organizations and providers within the industry must continually adjust processes in response to that movement. Author: Al Briand
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A Guide to Global Real Estate Investment OptionsDespite the recent price turbulence in many developed world real estate markets, Urdang argues that global real estate as an asset class continues to offer portfolio diversification, solid cash flows and a measure of inflation protection through index-linked rents. Author: E. Todd Briddell
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