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Why your portfolio should be 50% emerging markets

Most fiduciary investors underweight emerging markets. This is because when they talk about an “investable” universe, they really mean whatever’s “easy to invest in”, argues Jerome Booth, head of research at Ashmore Investment Management. The recipient of China’s first post-Communist asset sale to a foreign investor, Booth recommends investors take the radical step of investing […]
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Korea fixes on a riskier strategy

The $260 billion National Pension Scheme of Korea plans to double both its international fixed-income and international equities exposures in the next four years. According to Ha-Young Kim, head of institutional networks and communications at the NPS, it is part of a survival plan for the fund for 49 million Koreans. Amanda White reports.
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Norway’s Norges fund tilts to active

With an enormous portfolio that includes management of 1 per cent of the world’s equities, the NOK2.7 trillion (US$431 billion) Norges Bank Investment Management, recently did a study examining the role of active management. Amanda White spoke to chief strategic relations officer, Dag Dyrdal (pictured).
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