This paper by Anand Iyer and Jennifer Bender from MSCI, acknowledges that the current tug-of-war between inflation and deflation has created considerable confusion for investors, and explores these characteristics of inflation-protected bonds to see if, and to what extent, they have contributed to portfolio diversification and provided investors with protection from inflation and deflation. (more…)
While the emerging world is often considered a problem for global attempts to control or reduce carbon emissions, from an investment perspective it looks as if these countries may be currently offering more and better opportunities. (more…)
Australian institutions’ prevailing home-country equity bias was based on a series of lucky breaks for the domestic market and was not worth the concentration risks to which it exposed investors, said Roger Urwin, Towers Watson’s global head of investment content. 
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The New Jersey Investment Council, which manages the state pension funds, is looking for a general investment consultant and consultant for three specialist investment classes.
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The trend for co-investment in infrastructure has continued in Canada with two large funds, OTPP and OMERS, partnering to purchase the High Speed 1 (HS1), Britain’s only high-speed rail link to the Channel Tunnel.
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Examining the complexity of individual asset classes, and their associated risks in combination, has been a major project for PGGM. Amanda White spoke to managing director investment strategy, Jaap van Dam.
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