Investment Strategy

Coming soon: emerging-market local-currency debt

Emerging-market debt is one of the 2013’s key themes, but one of the most promising components of the asset class – local-currency corporate debt – has yet to appear on the radar screens of many investors. That is the view from global fund manager PineBridge Investments, two managers who were in Australia in February for […]
Investment Strategy

AMP Capital takes direct route to China

There is more to the China investment story than buying mining stocks such as BHP and Rio as proxies, according to AMP Capital fund manager Patrick Ho. Hong Kong-based Ho is in Australia this week to meet with investors to promote his fund, the $330-million AMP Capital China Growth Fund, which is listed on the […]
Investment Strategy

IFM wins $500 million mandate

Industry Funds Management has won a US$500 million mandate from the California State Teachers’ Retirement System, the second-largest pension fund in the U.S. IFM says US$300 million will be invested immediately and US$200 million will be invested in the next 18 months in regulated utilities, transport and other “cash-yielding, inflation-hedged infrastructure investments” in Australia, Europe […]