Compelling reasons to invest in emerging markets
In recent years, investors have viewed emerging markets a bit like marmite, the distinctly flavoured spread made from brewer’s yeast: they either like the allocation or they don’t.
A rock and a hard place: GEPF on the challenges of transitioning coal
Reducing exposure to the risk in coal is particularly challenging for South Africa’s $122 billion Government Employees Pension Fund. ESG manager Belaina Negash explains the complexities due to the industry's tie with the economy and the fund's transition framework.
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Japan stocks shine amid global shifts, China uncertainty
With Japanese stock prices reaching a 33-year high, the economy emerging from deflation, and the positive impact of corporate governance reforms over the past decade, it's not surprising that money managers, especially foreign investors, who previously showed little interest in Japan are now flocking to Tokyo.
Emerging markets investors have long ‘mispriced’ risk: Kotkin
Escalating diplomatic “disillusionment” surrounding the US-China relationship has made investors think twice about exposure to the world’s second-largest economy. Geopolitics expert Stephen Kotkin said China may still be attractive to investors, if they understand the complexities of domestic Chinese politics – and ensure they are paid a hefty risk premium.
India’s NIIF: A poster child for development finance
Sujoy Bose played a central role in setting up India's celebrated sovereign development fund, the National Investment and Infrastructure Fund. He explains how NIFF's governance combines a perfect combination of sovereign comfort for investors seeking Indian exposure alongside the discipline and freedom to hunt returns.
Asia still the epicentre of global growth, but with greater headwinds
Asia will remain the epicentre of global growth during 2023, but rising global headwinds will drive greater variation between markets, experts predict. Ben Hurley examines the outlook for the region ahead of the Fiduciary Investors Symposium in Singapore next month.
Bridgewater and UTIMCO talk China
The $41 billion University of Texas Investment Management has been investing in China since 2007 and its CIO, Britt Harris says it “must be taken seriously”. Presenting at the endowment's board meeting, co-CIO of Bridgewater, Bob Prince, agreed, saying “China is too big to avoid”.
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