emerging market equities

Investment Strategy

The Probyn outlook from State Street

“Everyone thinks the Australian dollar is overrated, but it won’t crack this year,” says the chief economist of State Street based in Boston, Chris Probyn, giving Australian investors a great opportunity to buy overseas assets. “On purchasing power parity, everyone thinks the Australian dollar is overrated. But markets can stay irrational longer than investors can […]
Hedge Funds

Hostplus focuses on emerging markets as growth engines

Asia, demographics and growth engines have led to a greater emerging market exposure for Hostplus, says chief investment officer Sam Sicilia. The superannuation fund recently invested $140 million as part of a diversification strategy that encompasses global emerging markets. “We also had a focus on where the growth engines in the world would be, and […]
Investment Strategy

AXA chief cautions against growth strategies

Craig Hurt, chief executive of AXA Investment Managers in Australia, says he is concerned at some of the growth strategies the large Australian superannuation funds are using as they look for growth in a flat investment landscape. Speaking to I&T News last week – as part of the cover story for the upcoming edition of stablemate […]
Investment Strategy

Forging Fidelity

Coming off a year in which it won some of the biggest local-equities mandates, including getting an extra $500 million from AustralianSuper, Fidelity Worldwide Investment is seeing opportunities to expand its business with increased institutional interest in its global and Asian equity strategies. Fidelity’s Australian head of institutional business, Gary Bailey says its position as […]