Emerging Markets

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.
Ben HurleyFebruary 9, 2023
Investor Profile

Bridgewater and UTIMCO talk China

Sarah RundellOctober 17, 2019
Emerging Markets

The future of investing in China

Peter KraneveldJune 6, 2019
Opinion

Emerging markets show more maturity

Egon VavrekSeptember 26, 2018
Emerging Markets

Keys to emerging-infrastructure funding

SIMON HOYLEOctober 19, 2017
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Emerging Markets

Active management and ideal weighting in emerging markets

From a strategic asset allocation point of view, AustralianSuper is one of the most aggressive investors in emerging markets, particularly Asia. About a quarter of the $43-billion fund is in international equities, and nearly half of that is in emerging markets. Equities is the vehicle for AustralianSuper’s emerging market exposure because growth remains the reason […]
Amanda WhiteJuly 12, 2013
Emerging Markets

Opening China: a green light for investor action?

The changing nature and openness of emerging market financial systems mean that constant assessment of the environment is necessary. MSCI is currently considering whether to increase the allocation of China’s weight in the emerging market index to include the nation’s A shares. (Concurrently MSCI Korea and MSCI Taiwan Indices remain under review for a potential […]
Amanda WhiteJuly 12, 2013
Emerging Markets

The complex puzzle of emerging markets

The emerging market story is a puzzle with many pieces. From an overall philosophical standpoint, the demographic and economic shifts are obvious reasons to have a weighting to emerging markets. But the complexity comes into play with the question of how to invest. Investors can consider private equity, property and other direct investments as a […]
Amanda WhiteJune 28, 2013
Emerging Markets

Emerging markets: the strategy choice

Usually when the $129-billion Ontario Teachers Pension Plan makes a strategic move, the rest of the investing community pays attention. With a 15-per-cent allocation to emerging markets and a strategic plan to increase it to 20 per cent over the next couple of years, OTPP just opened an office in Hong Kong to take advantage […]
Amanda WhiteJune 21, 2013
Emerging Markets

Beyond benchmarks at PFA and NZSuper

Emerging markets debt is typically seen as an asset class in which investors can gain alpha through using active and usually external managers that charge for their niche access to segments of the market and on-the-ground local expertise. However, two large institutional investors – Danish pension fund PFA and New Zealand Superannuation Fund – are […]
SAM RILEYJuly 25, 2012
Emerging Markets

The rise of emerging markets-debt indexes

In the 1990s emerging markets-debt indexes were limited to external US-dollar-denominated sovereign debt but as interest in the asset class has increased so has the breadth and depth of available indexes. The JP Morgan family of emerging market-bond indexes contains some of the most widely used by investors. In the 2000s JP Morgan expanded its […]
SAM RILEYJuly 25, 2012
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