Funds must rethink global equities, says consultant
Mercer Investment Consulting has undertaken a review of global equities and is about to roll out to clients a paper which questions traditional cap-weighted benchmarks.
Investors need to start demanding that governments act with more fiscal discipline as ballooning debts on sovereign balance sheets around the world approach a breaking point, MFS Investments, one of the world’s oldest asset managers, said at FIS Singapore.
Mercer Investment Consulting has undertaken a review of global equities and is about to roll out to clients a paper which questions traditional cap-weighted benchmarks.
Mercer has revamped the asset allocation of its largest group of funds and in the process refined the way it classifies types of investments into ‘growth’ and ‘defensive’. The multi-manager has also signaled an evolution towards a ‘risk premia-based’ approach to asset allocation in the future. Greg Bright reports.
Paul Woolley insists that he is pro market forces; he is not some sort of Trotskyite. A cursory glance at some of the research work he is either doing or financing might prompt scepticism. But this urbane Londoner who established the top-shelf GMO quant shop in Europe is mainly concerned about inefficiencies and mispricing. And
Asset consultants and fund managers are vying for new ground in making asset allocation tilts on behalf of pension funds, with the rise of what is now generally referred to as ‘dynamic asset allocation’ (DAA). Greg Bright spoke with Georg Schuh (pictured), a managing director and CIO of Deutsche Asset Management in Frankfurt, about the
China is the world’s biggest new frontier since wild-west America in the mid 19th century. For instance, it controls four of the top 10 sovereign wealth funds by size, as just one of many examples of its nascent power. And China is changing, becoming much more of a global corporate citizen and less of the
As the political war of words rages about the value of the Chinese RMB, Asian investors are taking note of a big shift in direction for the policy-driven Chinese sharemarket.
Fiduciary Investors Symposium 2026, Singapore