Are broad emerging-markets allocations still appropriate?
By analysing the trend of mandate configuration, this paper by MSCI looks at whether the emerging-markets concept is dated and whether broad-based emerging-markets investing remains an appealing way to capture economic growth premium.
Read the report here.
broad-based emerging-markets investing, capture economic growth, emerging-markets allocations, MSCI, the emerging markets concept
Singapore’s two largest asset owners, GIC and Temasek, see attractive opportunities in climate adaptation solutions – a relatively underfunded area compared to decarbonisation. The former has already made selective adaptation investments and said the opportunity set across public and private debt and equity could increase to $9 trillion by 2050.
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