Australians at risk of underinvestment in Asia

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Despite Australia’s economic involvement with Asia, and indeed reliance on the region, Australians are underinvested there, David Bryant, chief executive officer of Australian Unity Investments (AUI), has warned. “Not having Asian investments in their portfolio could become a medium- to long-term impediment to savings growth for Australian investors,” Mr Bryant said.  “Many investors are too […]

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Lonsec global emerging markets review

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Emerging market investors have endured a rocky ride over the last 12 months. For those true believers in the merits of an expanding emerging markets allocation, the unpleasant view of retreating stock market returns across the BRIC exchanges proved disappointing. Steven Sweeney, Senior Investment Analyst, commented, “The past year has tested the resolve of the […]

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Oliver’s Insights: emerging markets

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With the emering world now accounting for more than 50% of world economic activity and nearly 80% of world economic growth, this ‘Oliver’s Insight’ looks at the key economies of Brazil, India and China. The key points are as follows: Brazil, India and China have slowed sharply on the back of weakness in advanced countries, the […]

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Threadneedle partners with STANLIB to manage global and emerging market equities

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Threadneedle Investments, a leading international asset manager, has announced that it will partner with South African investment manager STANLIB, whereby Threadneedle will manage in excess of US$800m in Global and Emerging Market equity portfolios for STANLIB. STANLIB, which manages over US$44 billion for retail and institutional clients, partners with offshore asset managers with the aim […]

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Newton looks to the emerging markets for equity income

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There are now more dividend-paying companies in the emerging markets than there are in developed markets, says Newton’s Sophia Whitbread  The dividend pay-out ratio in emerging markets has proved to be remarkably stable over the past five years Investment opportunities abound, not only in Asia but also the likes of Brazil and South Africa. “There […]

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Stronger growth prospects position emerging markets to outperform

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An analysis of performance between December 2000 to December 2011 shows how countries with stronger economic growth – many of which are represented in the emerging markets complex – have outperformed countries where GDP growth has been more muted. This relationship is not surprising, as a stronger economic backdrop provides a powerful tailwind for businesses […]

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S&P releases the 2011 Emerging Markets Sector Report

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Standard and Poor’s Fund Services today released a report outlining the key findings, ratings, and sector themes for its 2011 Emerging Markets Sector Review. The review covered 27 funds offered by 21 managers, across three peer groups: Global Emerging Markets (GEMs), Asia ex Japan, and Single Country, including China and India funds.  Investors in emerging-market […]

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Global and emerging market outlooks for 2012

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What is the outlook for global versus emerging markets? Amit Lodha, Portfolio Manager of the Fidelity Global Equities Fund – “I expect global economic growth to remain muted in 2012, with a continued and marked divergence between developed world and emerging market growth. The sovereign debt issues in the eurozone are far from resolved and […]

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In two speed world economy, one region provides two thirds of global growth

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We inhabit a two-speed economic world – and the growth differential between buoyant East and depressed West is getting wider. More than two thirds of all global growth this year and next is expected to come from the developing world. The main downgrades to growth are all in the developed world. Citibank recently slashed its […]

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Artio Global Investors Selects Australia for Global Expansion

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Ian Webber to lead focus on Australian institutional investment market New York-based investment management firm Artio Global Investors (“Artio Global”) announced it is opening an office in Sydney, Australia, bringing its unique investment management approach to the Australian institutional market. Artio Global manages US$ 49.2 billion in assets as of May 31, 2011 across a […]

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