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Uncategorised posts

Gunning for diversity, dynamism and due diligence

The new low-return, high-volatility environment requires broadly diversified portfolios, dynamic decision-making and rigorous due diligence, which is beyond the internal capacity of most small funds under $10 billion, warns Russell Investment’s global chief investment officer Peter Gunning. He says smaller funds must decide if it is cost effective and even possible to internally manage investment […]
SAM RILEYAugust 15, 2012
Emerging Markets

Consultants advocate active EMD management

Consultants are recommending investors have as much as 10 per cent of their fixed-income portfolio in emerging markets debt with endowments, public pension funds and even some corporate clients using liability driven investment strategies showing increasing interest in the asset class. Top1000funds.com spoke to consultants from Callan Associates, Hewitt EnnisKnupp, Cambridge Associates and Russell Investments […]
SAM RILEYJuly 18, 2012
Asset Classes

Past volatility making way for future steady yields

The role of emerging markets debt is evolving from a return-enhancer to providing some buffer against volatile markets. Emerging markets debt has been one of the best performing asset classes in the last decade but experts say those spectacular returns may be a thing of the past. There are signs emerging markets debt is becoming […]
SAM RILEYJuly 11, 2012
Uncategorised posts

Emerging markets offer glimmer of hope in 2012

It seems all predictions for 2012 are predicated on the assumption that the mess in Europe doesn’t hit the global economic fan. But as money managers gaze into their crystal balls at what 2012 might hold, emerging markets, particularly Asia, seem a bright spot amid the gloom.
SAM RILEYJanuary 11, 2012
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