In this research report Watson Wyatt asserts the long-term outlook for emerging economies will impact positively on emerging market investments, but it warns that choice of asset class and implementation route are not obvious. The report suggests exposure to the macroeconomic dynamics of emerging markets will be most readily obtained in emerging market equities, debt and currencies, and discusses how emerging market economies will continue to grow strongly, due to a mix of rising productivity, economic and financial reforms, and favourable demographics. However, it states that institutional investors face significant complexity and potentially high fees when trying to build a portfolio that captures this long-term trend and should also recognise the governance implication of following such a strategy.
Research
GIC, Temasek eye trillions of growth in climate adaptation market
Singapore’s two largest asset owners, GIC and Temasek, see attractive opportunities in climate adaptation solutions – a relatively underfunded area compared to decarbonisation. The former has already made selective adaptation investments and said the opportunity set across public and private debt and equity could increase to $9 trillion by 2050.
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Autumn moods make for market blues
It’s no surprise to behavioural finance expert Professor Lisa Kramer that financial market dips and crashes typically happen in autumn.mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
EDHEC study looks at risks in commodity markets
A number of policy-makers have blamed the decade-long rise in commodity prices and recent market volatility on the growing influence of financial investors and called for new regulation restricting their participation in commodity markets. Market financialisation has also led investors to worry about higher integration between commodity and traditional financial markets weakening the portfolio benefits
Reclaiming fiduciary duty balance
Reclaiming fiduciary duty balance between prudence, loyalty and impartiality is critical to sustaining pension promises, this article claims. It would encourage better alignment of pension service providers’ supply chain interests, adoption of fit-for-purpose pension fund governance practices, and implementation of precautionary risk management policies.mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
Investors missing out on having their say on international codes and conventions
Jane Ambachtsheer, the partner and global head of responsible investment at Mercer, looks at the problem of investors being excluded from the development of a range of norms, codes, and conventions that seek to govern corporate behaviour.mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
PRI releases infrastructure case studies
The United Nations-backed PRI has released a compendium to highlight how its signatories are implementing responsible investment practices in infrastructure investment.mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
Does pension fund fiduciary duty prohibit ESG integration?
This study analyses more than 1,500 firms from 26 developed countries over a 77 months period using ratings supplied by EIRIS. The results show zero indications that the integration of aggregated or disaggregated corporate environmental responsibility ratings into pension fund investment processes has any detrimental financial effect.mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
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