emerging markets

Uncategorised posts

Economist’s warning: the past can’t help this time

One of the US’ most renowned economists, Martin Feldstein, Professor of Economics at Harvard University, warns the recovery may be here but it looks very different to past recoveries. He spoke to Amanda White about his outlook for developed and emerging markets.

Amanda WhiteMay 18, 2010

Investor Profile

New Mexico benefits from capturing emerging markets early

The New Mexico Educational Retirement Board returned a whopping 40.4 per cent for the year to the end of March. Amanda White spoke with chief investment officer, Bob Jacksha, about the contributors to the fund’s performance and the asset allocation review scheduled for later this year.

Amanda WhiteMay 18, 2010

Uncategorised posts

CalPERS to fight lower-return future

Investment staff and four selected consultants expect CalPERS’ returns will be less than the fund’s current 7.75 per cent – a finding on the agenda of a special investment workshop next week, alongside static versus dynamic asset allocation and the use of leveraged bonds.

Amanda WhiteMay 12, 2010

Investor Profile

Eastern promise: GE Pension Plan shifts into emerging markets

Capturing the growth of emerging markets in investment portfolios isn’t easy, says Jay Ireland, who oversees the GE Pension Plan’s $43 billion in assets, as he outlines long-term investment opportunities following the end of the decades-long bull market in developed world equities. Simon Mumme reports.

SIMON MUMMEMay 12, 2010

Uncategorised posts

More beta, fewer managers, improves portfolio efficiency

A truly diversified portfolio will have 15 separate asset class allocations with an emphasis on beta opportunities and little to no reliance on active management, according to a Towers Watson’s model.

Amanda WhiteMay 5, 2010

Investor Profile

After bumper year, Ilmarinen turns to Asia

Surging equity markets generated a double-digit return for the 26 billion ($35.5 billion) Ilmarinen of Finland last year. Now the fund aims to boost its exposure to emerging markets at the expense of “old Europe” equities, says Timo Ritakallio, deputy CEO and investments chief at the pensions company, and further globalise its real estate and […]

SIMON MUMMEMarch 17, 2010

Uncategorised posts

Economist’s warning: the past can’t help this time

Investor Profile

New Mexico benefits from capturing emerging markets early

Uncategorised posts

CalPERS to fight lower-return future

Investor Profile

Eastern promise: GE Pension Plan shifts into emerging markets

Uncategorised posts

More beta, fewer managers, improves portfolio efficiency

Investor Profile

After bumper year, Ilmarinen turns to Asia

California Public Employees Retirement System (CalPERS)

ABP/APG Asset Management

California State Teachers Retirement System (CalSTRS)

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