Emerging opportunities

odd the record

Over three-quarters (16 respondents) of the 20 investors polled for this month’s Focus Group believe the recent underperformance of emerging-market assets has made them more attractive to their fund. According to a UK fund: “Emerging-market performance is still likely to compare favourably with developed-market performance.”

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IPE covers a good variety of very current and relevant topics. It is good to read the high-level, independent and objective perspectives from pension funds in other European countries; many of them are dealing with the same issues as we are, so it is interesting to learn from their experiences, especially when they are ahead of where we are on the curve.

Markus Schaen , Senior Fund Manager, MN,
The Netherlands