emerging markets

GIC signals five emerging markets for future growth

The Government of Singapore Investment Corporation (GIC) has signalled a further shift towards selected emerging markets and to private markets, in its annual report published last week.

GREG BRIGHTOctober 6, 2010

Commodities and emerging markets funds will run the gauntlet

There are eight “gauntlets” that any managed fund will have to run over the medium term, according to Investec Asset Management investment strategist Michael Power, and while a Japanese equity fund might be lucky to meet one of them, funds investing in commodities or the emerging markets would satisfy almost all eight.

MICHAEL BAILEYSeptember 22, 2010

Investor Profile

Washington takes risks within wider framework

The $71 billion Washington State Investment Board has made a renewed commitment to overweighting emerging markets and private equity, but a comprehensive enterprise-wide risk management framework will help ensure the inherent risks of that strategy remain in check.

Amanda WhiteSeptember 1, 2010

Investor Profile

APG’s Asian strategy

As part of an increasing focus on emerging markets, APG Asset Management, has an increasing interest in emerging markets. As part of that strategy an office in Hong Kong employs 28 staff to cover the Asian region. Amanda White spoke to the president of APG Asset Management Asia, Fer Amkreutz, about the perils and profits […]

Amanda WhiteJuly 3, 2010

Uncategorised posts

How emerging markets benchmarks misread economies

As pension funds around the world shift international equity allocations to emerging markets, they should be increasingly cautious about the benchmarks in use, according to Conrad Saldanha, the New York-based portfolio manager for emerging markets equities at Neuberger Berman.

GREG BRIGHTJune 23, 2010

Uncategorised posts

Three strategies to beat the not-so-good future: GMO

There are only two asset classes really worth investing in for the “seven lean years” ahead, according to Jeremy Grantham (pictured), co-founder and strategist at famously bearish funds manager GMO.

SIMON MUMMEJune 15, 2010

<9of14>