China’s enticing, challenging market
Inefficient markets and an explosion of technological innovation fuelled by Millennial consumers make China a tantalising prospect but accessing strong returns there isn’t as simple as it looks.
Günther Schiendl, chair of Austria's VBV Pension Fund board explains how he's enabling younger savers to access more equity investment. However, despite long-held plans to develop the allocation to private equity, US tariff and trade policy has halted the strategy for now.
Inefficient markets and an explosion of technological innovation fuelled by Millennial consumers make China a tantalising prospect but accessing strong returns there isn’t as simple as it looks.
The big themes that will fuel growth in coming decades are interconnected and subject to change. An expert panel gave advice on riding societal change to outperformance.
The $25 billion Australian retirement fund for hospitality workers is able to invest in illiquid assets such as infrastructure due to its young membership. The approach has led to top-ranked returns.
The $155 billion Teacher Retirement System of Texas is restoring its target allocation to energy, as experts see favourable conditions due to higher US oil production and continued reliance on fossil fuels. This is at odds with other investors divesting from fossil fuels.
Australia's $107 billion sovereign wealth fund added risk based on near-term outlooks and boosted its holdings in private equity, during a year in which it handily beat one-year and 10-year aims.
The $335 billion California Public Employees' Retirement System warned this week that it is greatly exposed to a downturn in global equity markets, as it prepares to monitor active risk closely.
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