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February, 2018
Growth priority
Aninda Mitra, Senior Sovereign Analyst, Standish. China’s economy is unique in being both enormous, and rapidly and relentlessly growing. Like a jumbo jet with fighter plane performance, the Chinese economy can have a massive impact for good or ill far beyond the country’s borders. Standish’s senior sovereign analyst, Aninda Mitra, considers the ...
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February, 2018
The dangers of index investing in global emerging market equities
Glen Finegan, Head of Global Emerging Market Equities, Janus Henderson Investors. Glen Finegan of Janus Henderson Investors argues the case for active investment in emerging markets There is an increasing trend for investors to allocate to emerging market equities using an index-based approach. We believe that this overlooks a number of key drawbacks ...
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February, 2018
Sustainability an essential ingredient for emerging markets investing
Fabiana Fedeli, Global Head of Fundamental Equities, Robeco. Masja Zandbergen, Head of ESG Integration, Robeco. Fabiana Fedeli and Masja Zandbergen of Robeco discuss why it is important to integrate ESG data into country and stock analysis when considering investments in emerging markets Sustainability and emerging markets may seem like a ...
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February, 2018
The ballooning middle class
Sanjay Luthra, CFA, Associate Portfolio Manager, Global Equity, AGF Investments Inc. Sanjay Luthra of AGF Investments looks at the significant investment opportunities provided by a growing middle class and rapid technological developments in the Asia Pacific region Emerging markets are growing at twice the rate of developed markets, and the primary ...
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February, 2018
Diamonds in the rough
Jorry Noddekaer, Lead Portfolio Manager, Emerging Stars Equity Strategy, Nordea Asset Management. Jorry Noddekaer of Nordea Asset Management outlines his expectations for a sector that has performed well in recent times After a very strong performance during 2017, investors are curious as to what 2018 will bring for global emerging market (GEM) ...
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February, 2018
The challenge develops in emerging markets
Matthew Craig, LAPF Investments. Matthew Craig examines the evolution of emerging markets, and looks at how LGPS funds are adapting to the challenges As far as Local Government Pension Scheme (LGPS) and other long-term, institutional investors are concerned, the emerging markets are a fertile and important part of the investing universe. This has ...
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December, 2017
Defensification: going beyond diversification
John Stopford, Portfolio Manager, Diversified Income Strategy, Investec Asset Management. Jason Borbora, Portfolio Manager, Diversified Income Strategy, Investec Asset Management. John Stopford and Jason Borbora of Investec Asset Management describe their approach to Defending investments by seeking to understand their true behaviour and relationship ...
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December, 2017
Absolute return investing: navigating an uncertain world
Alex Lennard, Investment Director, Ruffer. Alex Lennard, Investment Director at Ruffer, outlines Ruffer’s approach to the current distortions in asset markets, which includes the use of inflation-linked bonds to protect against a combination of high inflation and low growth At Ruffer we believe booms and busts are inevitable and inseparable features ...
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December, 2017
Technology megatrends to dominate in 2018
Neil Robson, Head of Global Equities, Columbia Threadneedle Investments. Moira Gorman, Client Director, Columbia Threadneedle Investments. Neil Robson and Moira Gorman of Columbia Threadneedle Investments discuss the continued expansion of global growth, fuelled significantly by technological advances, and predicts moderate growth in equities ...
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December, 2017
Long-term real estate investing: focus, control and optionality
Julian Agnew, UK Chief Investment Officer, LaSalle Investment Management. Julian Agnew of LaSalle Investment Management outlines the factors considered by LaSalle as they determine strategies to navigate the current uncertainties over property values engendered by BREXIT When considering how we invest for our clients, investment strategies are ...
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