All Emerging Markets articles
-
NewsNo decarbonisation progress in emerging markets last year, says Fitch
EM situation offsets progress in advanced economies
-
NewsJupiter Asset Management to buy emerging markets team, assets from Origin
Nick Payne, Jupiter’s lead investment manager for global emerging market equities, to leave firm at the end of the year
-
Asset Class ReportsLocal currency debt markets now more compelling
Bond yields are now more attractive because local central banks hiked interest rates sooner than their developed market counterparts
-
NewsStakeholder pressure grows in importance as ESG motivator – survey
But also remains a barrier; APAC asset owners most convinced about value of active ownership
-
NewsAsset owners urge managers to rethink sustainability to avoid emerging market divestment
By 2050, six of the seven largest economies in the world are projected to be emerging markets and developing economies, says WBA
-
Special ReportTime to understand India
The country has much to offer investors, with impressive GDP growth, an innovative tech industry and soaring consumer demand
-
Special ReportIndia makes its debut in key government bond index
Their inclusion in the JP Morgan index makes government bonds more accessible to foreign investors
-
Country ReportItalian pension funds fine-tune asset allocation
Growing appetite for private market investments, amid shifting equity and bond portfolios, are keeping Italian pension funds busy
-
AnalysisSwiss-based managers assess potential of emerging investment opportunities
Switzerland-based asset managers share insights on investments with a view to the latest trends in the pension industry
-
NewsKent scheme plans changes to emerging markets, private equity portfolios
Consultant Mercer advised a 50% split of EM equities between Columbia Threadneedle and Robeco, and an increase to PE by allocating $160m to HarbourVest
-
Special ReportGeneration of change: asset managers grapple with AI on both sides of the P&L
Data highlights from IPE Top 500 Asset Managers 2024: Global asset management AUM: €111.4trn ($120trn) | Year-on-year increase of 8.6% on the 2023 total of €102.6trn | Global institutional assets: €36trn (2023: €35.1trn) | European institutional assets €11.9trn (2023: €11.5trn)
-
Opinion PiecesViewpoint: The cost of caution
In the world of sustainable finance policy, ‘billions to trillions’ has become the rallying cry of efforts to finance the UN’s SDGs and tackle climate change
-
NewsKPN scheme dumps inflation linkers
The reason for the sale is Germany’s decision to stop issuing inflation-linked bonds
-
NewsABP to reduce investments in emerging markets
The fund believes it no longer pays to be overweight the region given the expected returns for emerging market assets
-
NewsPublica sets up bespoke ESG benchmarks for EM government bonds
It worked with 17 asset managers on guidelines intended to increase transparency on ESG for investments in corporate loans, infrastructure, and real estate mortgages
-
NewsAP3 CEO wary of social media manipulation in election year
Staffan Hansén gets up close to US forestry asset while staying aware of 2024’s potential for global political change
-
Asset Class ReportsLegal systems key in emerging market private credit
In the legally complex world of emerging markets, private credit investors naturally favour those with cleaner legal systems
-
NewsMirova creates new DFI-focussed role to boost impact financing in EM
Sébastien Duquet has been with Mirova since 2022 following the acquisition of Mirova SunFunder, a specialist in climate investment in emerging countries
-
Special ReportEmerging market equities – a changing landscape worth revisiting
Emerging market (EM) equities form an important part of many European pension fund growth portfolios today. Investors are keen to capture excess returns on offer thanks to EMs’ risk premium over developed markets, as well as the diversification benefits they can bring to portfolios; these characteristics have been helpful for many of Europe’s DB and DC schemes.
-
Special ReportStrategically Speaking: HSBC Global Asset Management
As the financial markets enter uncharted territory, HSBC GAM could be well placed to take advantage of the dislocations in Asian and emerging markets. Its aim, though, is to offer investors the full spectrum of fixed-income solutions, says Xavier Baraton, global CIO for fixed-income private debt and alternatives.
