Neuberger Berman

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 […]

Amanda WhiteJune 28, 2013

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 […]

Amanda WhiteJune 21, 2013

Uncategorised posts

As themes take hold: the trick is not to pay too much

Thematic investment strategies are easy enough to understand but not so easy to implement. The curse of the thematic manager is the curse of overpaying.

GREG BRIGHTDecember 15, 2010

Uncategorised posts

How emerging markets benchmarks misread economies

As pension funds around the world shift international equity allocations to emerging markets, they should be increasingly cautious about the benchmarks in use, according to Conrad Saldanha, the New York-based portfolio manager for emerging markets equities at Neuberger Berman.

GREG BRIGHTJune 23, 2010