Investor Profile

Edwin Cass: Why CPPIB cut back on emerging markets

CIO of CPP Edwin Cass explains why the opportunity to diversify and generate alpha in emerging markets because of inefficiencies is narrowing. The investor is also looking at the impact of deglobalisation and regional trading blocs in sectors and assets within the countries it invests in.
Sarah RundellJanuary 21, 2025
Featured Story

Compelling reasons to invest in emerging markets

Sarah RundellDecember 13, 2024
Japan in focus

Japan stocks shine amid global shifts, China uncertainty

Chikafumi HodoDecember 13, 2023
Featured Story

Emerging markets investors have long ‘mispriced’ risk: Kotkin

Aleks VickovichOctober 17, 2023
Featured Story

India’s NIIF: A poster child for development finance

Sarah RundellAugust 29, 2023
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Investor Profile

Bridgewater and UTIMCO talk China

The $41 billion University of Texas Investment Management has been investing in China since 2007 and its CIO, Britt Harris says it “must be taken seriously”. Presenting at the endowment's board meeting, co-CIO of Bridgewater, Bob Prince, agreed, saying “China is too big to avoid”.
Sarah RundellOctober 17, 2019
Opinion

Emerging markets show more maturity

Many developing nations are proving resilient in the face of market shocks, thanks in part to improvements to institutional domestic capital markets and more sophisticated legislative frameworks.
Egon VavrekSeptember 26, 2018
Emerging Markets

Active management and ideal weighting in emerging markets

From a strategic asset allocation point of view, AustralianSuper is one of the most aggressive investors in emerging markets, particularly Asia. About a quarter of the $43-billion fund is in international equities, and nearly half of that is in emerging markets. Equities is the vehicle for AustralianSuper’s emerging market exposure because growth remains the reason […]
Amanda WhiteJuly 12, 2013