emerging markets

Financial planning

Northern Trust picks up passive global equities mandate from New Zealand Superannuation Fund....

Editorial

Tailoring exposures for Australian investors

Australians have sought offshore diversification for years. The logical extension is to think more deeply about how to make offshore exposures complement local ones, acco...

Financial planning

Northern Trust attracts key mandate

Fund manager Northern Trust has picked up a key mandate from a major Swedish pension fund....

Editorial

Emerging markets – is it time for a new approach?

Nick Armet argues that after a dream run followed by some recent hesitation, it’s time to get active in emerging markets again – but in a whole new way. ...

Editorial

The story so far (ain’t necessarily so)

When confronting new challenges, it’s all too easy to impose an overly simplistic narrative solution based on past experience, as Nick Armet writes. ...

Editorial

Big picture hides a myriad of strokes

The levels of risk and return in emerging markets are far from straightforward, according to Stuart James. ...

Editorial

Taking the foot off the gas

In May, the Federal Reserve signalled its intent to taper unconventional policy easing. Andrew Dowie explores the reasons behind this decision and outlines what it means ...

Financial planning

Positive outlook for emerging markets

The outlook for emerging markets remains positive, despite some significant headwinds experienced over recent months, according to Neuberger Bergman specialist, Gorky Urq...

Funds management

EM equities deliver long-term performance

Following on from poor performance in 2011, emerging markets (EM) equities delivered strong returns over the 2012 calendar year, with the sector expected to grow in promi...

Editorial

Will rising yields sink all assets?

The winding down of the quantitative easing (QE) monetary policy in the USA will lead to significant changes in the relative performance between asset classes and within ...

Funds management

Emerging Asia ETFs require cautious investing

The unsustainable nature of emerging Asia businesses highlights the importance of taking an active management approach and maintaining a high degree of conviction when in...

Funds management

Aussie investors looking offshore despite volatility

More than half of Australian high net worth (HNW) investors expect global markets to rise over the next year, while cooling their outlook on the domestic front....

Funds management

Infrastructure assets make up ground since GFC

The global infrastructure securities sector has largely recovered from the losses experienced during the global financial crisis, delivering equity-like returns with lowe...

Editorial

Asset allocation – making choices that add up

Asset allocation is typically sold as a simple stocks-versus-bonds split, but there is much more to it than that if you want an effective result. Bhanu Singh points to a ...

Funds management

Asia’s economic policy shifting global outlook

China’s GDP (gross domestic product) growth is set to downshift over the next five years, with the slow-down in policy stimulus to hit the Australian economy hard....