Browsing Posts of Author
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December, 2012
Real assets to beat the yield drought
Matthew Graham Business Development Director Aviva Investors Matthew graham of aviva investors examines why real assets such as social housing can be an ideal match for the long-term aims of local authority pension funds A combination of lower equity return expectations and continuing low yields from high quality fixed income assets ...
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December, 2012
Income driving the prospect for gains
Steve Ellis Portfolio Manager Emerging Market Debt Fidelity Worldwide Investment Emerging markets have been a powerfully seductive story for investors over the last two decades, but the overwhelming focus of attention has been on equities not bonds, says steve ellis of fidelity It’s difficult to see why equities have garnered most ...
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December, 2012
Understanding the key to development
Peter Marber Chief Business Strategist, Emerging Markets Debt & Currencies, HSBC Global Asset Management. Peter marber of hsbc global asset management looks at some of the key issues which may be holding schemes back from investing in emerging market debt. Emerging markets have come a long way from the financial crises of the 1990s, which ...
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December, 2012
The outlook for emerging market debt
Matthew Lamb Head of Institutional and Fund Distribution (UK) GAM Matthew lamb of gam argues that strategically, and looking beyond the short-term volatility, the case for emerging market debt remains compelling Emerging market bond funds are making a strong case for becoming a core part of investors’ long-term portfolios. The ...
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December, 2012
The changing face of emerging market debt
Alexander Kozhemiakin Director of Emerging Market Strategies Standish Mellon Asset Management LLC The emerging market debt investment universe has grown significantly over the past 25 years and now includes over 50 countries. The asset class’ investor-base has also grown and widened, particularly since the onset of the sovereign debt crisis ...
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December, 2012
Adapting to a new context for emerging markets
Eric Tazé-Bernard Chief Allocation Advisor Balanced & Allocation Solutions Amundi Emerging markets have become very much mainstream for international investors in recent years. The arguments for higher growth, strong fundamentals and the potential to diversify a developed US or European portfolio, have rapidly become well ...
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December, 2012
The emergence of an asset class
Colm McDonagh Head of Emerging Market Debt Insight Investment Colm mcdonagh of insight discusses emerging market debt and the opportunities whichcan arise as the emerging economies continue to develop. Recurrent debt crises, money printing and social unrest are the sort of events that used to be associated with wilder fringes of emerging ...
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December, 2012
Another BRIC in the wall
Ciarán Henry Director, Institutional Business Development AGF As the United States and Eurozone superpowers struggle to right themselves financially, emerging markets (EM) have been a key source of growth for the global economy in recent years (Figure 1). But even these markets have not been immune to weakness. While the long-term outlook ...
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December, 2012
Making the investment grade
Brett Dimett Head of Emerging Market Debt Aberdeen Asset Management The current global climate has left developed market bonds delivering negative real yields, forcing investors to leave risk-free assets and look much farther afield for income sources, while in turn taking on extra risk. In many cases, this has meant investing in high yielding ...
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December, 2012
Emerging market investing from a local authority perspective
Matthew Craig It is now eleven years since Goldman Sachs introduced the BRIC acronym, which encapsulated the idea that the four largest emerging market economies – Brazil, Russia, India and China – are an unstoppable rising power in the global economy. Now all four BRIC countries are in the top 10 largest economies measured by GDP at purchasing ...
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