Unlike developed markets, emerging markets don't appear to be on the verge of a downturn, the Fiduciary Investors Symposium heard.
Ben HurleyNovember 30, 2018
Australian institutional investors have been urged to consider taking unhedged positions on emerging market currencies in 2017.
Sally RoseMay 22, 2017
Delegates at the Fiduciary Investors Symposium, Balgownie Estate, Yarra Glen, Victoria will take part in a day long debate across multiple presentations on November 17 as to where opportunities lie in a valuation stretched world and how they can persuade their investment committees to accept changes to asset allocation to capture these. Olga Bitel, economist […]
Olga BitelOctober 16, 2015
Indian companies in cyclical sectors are trading at a huge discount to valuations and will be some of the largest beneficiaries of the Modi effect, according to HSBC Global Asset Management. Reforms from prime minister Narendra Modi have passed government subsidies to individuals’ bank accounts rather than intermediaries, leading to greater bank account use […]
David RowleyMay 28, 2015
Don’t expect economic growth to translate into emerging market equity returns: that’s the warning from one of Australia’s investors as stock valuations begin to look more attractive. Joshua Bloom portfolio manager of Sunsuper described the five years up to 2003 as “quite special” and a boom that could not go on indefinitely into the future. […]
Kate HageMay 15, 2014
All five of the major consultancy firms have a gloomy outlook on investment growth, but while several see hope in dynamic asset allocation, Jana Investment Advisers has urged investors to readjust their expectations. Representatives from each firm were quizzed by Sean Henaghan, investment director of AMP Capital at the Investment Management Consultants Association’s annual conference […]
David RowleyDecember 2, 2013