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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 […]
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 […]
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 […]
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 […]
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 […]
Emerging Markets

Consultants advocate active EMD management

Consultants are recommending investors have as much as 10 per cent of their fixed-income portfolio in emerging markets debt with endowments, public pension funds and even some corporate clients using liability driven investment strategies showing increasing interest in the asset class. Top1000funds.com spoke to consultants from Callan Associates, Hewitt EnnisKnupp, Cambridge Associates and Russell Investments […]