All Emerging Markets articles – Page 2
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Country ReportItalian pension funds fine-tune asset allocation
Growing appetite for private market investments, amid shifting equity and bond portfolios, are keeping Italian pension funds busy
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AnalysisSwiss-based managers assess potential of emerging investment opportunities
Switzerland-based asset managers share insights on investments with a view to the latest trends in the pension industry
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NewsKent scheme plans changes to emerging markets, private equity portfolios
Consultant Mercer advised a 50% split of EM equities between Columbia Threadneedle and Robeco, and an increase to PE by allocating $160m to HarbourVest
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Special ReportGeneration of change: asset managers grapple with AI on both sides of the P&L
Data highlights from IPE Top 500 Asset Managers 2024: Global asset management AUM: €111.4trn ($120trn) | Year-on-year increase of 8.6% on the 2023 total of €102.6trn | Global institutional assets: €36trn (2023: €35.1trn) | European institutional assets €11.9trn (2023: €11.5trn)
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Opinion PiecesViewpoint: The cost of caution
In the world of sustainable finance policy, ‘billions to trillions’ has become the rallying cry of efforts to finance the UN’s SDGs and tackle climate change
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NewsKPN scheme dumps inflation linkers
The reason for the sale is Germany’s decision to stop issuing inflation-linked bonds
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NewsABP to reduce investments in emerging markets
The fund believes it no longer pays to be overweight the region given the expected returns for emerging market assets
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NewsPublica sets up bespoke ESG benchmarks for EM government bonds
It worked with 17 asset managers on guidelines intended to increase transparency on ESG for investments in corporate loans, infrastructure, and real estate mortgages
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NewsAP3 CEO wary of social media manipulation in election year
Staffan Hansén gets up close to US forestry asset while staying aware of 2024’s potential for global political change
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Asset Class ReportsLegal systems key in emerging market private credit
In the legally complex world of emerging markets, private credit investors naturally favour those with cleaner legal systems
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NewsMirova creates new DFI-focussed role to boost impact financing in EM
Sébastien Duquet has been with Mirova since 2022 following the acquisition of Mirova SunFunder, a specialist in climate investment in emerging countries
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Special ReportEmerging market equities – a changing landscape worth revisiting
Emerging market (EM) equities form an important part of many European pension fund growth portfolios today. Investors are keen to capture excess returns on offer thanks to EMs’ risk premium over developed markets, as well as the diversification benefits they can bring to portfolios; these characteristics have been helpful for many of Europe’s DB and DC schemes.
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Special ReportStrategically Speaking: HSBC Global Asset Management
As the financial markets enter uncharted territory, HSBC GAM could be well placed to take advantage of the dislocations in Asian and emerging markets. Its aim, though, is to offer investors the full spectrum of fixed-income solutions, says Xavier Baraton, global CIO for fixed-income private debt and alternatives.
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Special Report
The Dollar: A safe haven emerges
Expected dollar weakness could strengthen the case for emerging markets in the short and long term
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Special Report
Private equity: Emerging signs of a comeback
Emerging private equity markets deserve the attention of investors with a long horizon
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Special Report
Brazilian equities – Politics and Brazil
Politics is clouding the outlook for Brazil following the rebound
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Special Report
Emerging Markets: Ballots ahead
Elections in key countries could put investor confidence to the test
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Special Report
African adventures
Africa represents multiple opportunites both for returns and altruistic behaviour, yet it requires a long-term commitment from investors
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Special ReportSpecial Report Emerging Markets: The global picture
A stronger dollar and higher US rates could create headwinds for emerging markets
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Special Report
Mexico: Who dares may win
The uncertainty around Mexico’s future relationship with the US could create an opportunity for braver investors to get into the market
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