Know your investment manager: They may not be as passive or active as you think

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Active or passive? The argument within the investment community over which offers better results continues to rage. However, we think that a more important question is being missed – are investors getting what they expect from the two investment styles? At Nikko Asset Management, we would argue that perhaps they are not. Not all active […]

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Prospering with emerging markets

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The global emerging markets landscape is changing rapidly, with the outstanding returns investors have seen in the past becoming increasingly difficult to secure. According to Principal Global Investors, despite the volatility, emerging markets are a strategically important part of long-term investment portfolio and determining the right market exposure is more critical than ever. The October issue […]

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Europe’s investment loss will be Asia’s gain

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But not all Asian markets should be treated equally according to GaveKal and Certitude The loss of momentum in Europe and the absence of any new potential driver to push European equity markets to new highs will see retail investors increasingly turn to Asia over the next 12 months according to Louis Vincent Gave, COO […]

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William Blair highlights Tailwinds for performance in emerging markets

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Recently in Australia to promote William Blair’s Unit Trusts, launched earlier this year, William Blair’s International and Global Equity Specialist, Romina Graiver, said the Chicago-based asset manager uncovers many quality opportunities in emerging markets. “Investors know about the growth story in emerging markets however we believe in many cases they underestimate the quality aspect of […]

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Investors should look to blocs, not BRICS

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Investec Asset Management’s visiting global strategist Michael Power suggests new framework for emerging markets investing Emerging markets investors should move away from the flawed BRICs concept and frame the investment landscape in terms of country blocs that perform similarly as the macro environment evolves, according to Investec Asset Management Global Strategist, Dr Michael Power. Dr […]

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Emerging markets offer promise for remainder of 2014: Van Eck Global

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Emerging markets economies are poised to offer higher economic growth for the remainder of 2014 than recent previous corresponding periods, according to Van Eck Global, the US parent company of its exchange traded fund business, Market Vectors ETFs. Van Eck Global currently manages over US$35 billion in assets. David Semple, Portfolio Manager and Head of Van […]

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Global ETF investors return to Emerging Markets

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In July, ETF investors added close to US$35.5BN to ETFs globally, helping to maintain the industry’s close to US$2.6TN in assets under management. Strong positive flows were seen across the US, Europe and APAC, with Australia based ETFs receiving $368m in flows – improving on last month’s record inflow of $354m. The increasing escalation in […]

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CREATE Report: Not all emerging markets are created equal

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Cracks starting to appear in some economies, says Australian CEO Outstanding returns from emerging markets may be a thing of the past, as investors become more discerning and economies develop at very different speeds. This was one of the key findings from “Not all Emerging Markets are Created Equal”, the 2014 annual CREATE-Research report (the […]

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2014 Outlook: Time for financial markets to stand on their own two feet again

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Looking forward to 2014, Threadneedle Investments believes the year will be characterised by the move towards financial markets standing on their own feet again, as the global policy support that has been providing abundant liquidity to markets starts to be withdrawn. This will mark an important change in the drivers of investment returns: Instead of […]

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The ‘Free Lunch’ Is Over – it’s time to get active in emerging markets

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The reasons to invest in faster-growing emerging markets remain compelling. However, the drivers of emerging markets are changing, which has consequences for the approach investors take. Rebalancing in the global economy will create new winners and losers; new nations will come to the fore and acronyms such as BRICs will become increasingly outdated. The last […]

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