Long term view sheds light on equities rebound
Long-term investors should look beyond the current strong rebound in equity markets as it is likely that markets may be subdued in the coming years, according to consultancy Segal Rogerscasey.
ACERA eyes global, more active approach for $6.6b equity portfolio
The $13.2 billion Alameda County Employees’ Retirement Association fund is planning a major overhaul of its equity portfolio, shifting from a passive US-focused approach to a more global, actively-managed strategy in an effort to boost returns. The shift will result in manager terminations and searches.
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Report predicts reduced role for equities
The McKinsey Global Institute has taken a big-picture look at the way the world is changing, with aging populations in the developed world and economic growth shifting towards the fast-growing emerging market economies.
New world order: Mercer offers its blueprint to cope
Mercer Investment Consulting has produced its foreshadowed paper on global equities, which urges clients to have a major rethink about their benchmarks and portfolio construction. Greg Bright spoke with the paper’s main author, Nick White.
UniSuper’s specialist revolution for global equities
The A$25 billion ($21 billion) UniSuper is revolutionising its $4 billion international equities portfolio, terminating every active developed markets manager in favour of passively tracking the MSCI World, while alpha is sought among specialist regional and sectoral managers, with a listed technology mandate to be first cab off the rank. The chief investment officer of
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