Dutch pension funds’ assets in Asia have declined by nearly 28 billion euros since the end of 2021.
The company’s key product, the latest version of which will be unveiled Tuesday, has boosted the stock in the past.
Labor and mineral shortages, plus other problems, stand in the way, a bank study says.
The world’s most populous nation is enjoying a stock market surge and appears poised for further investment.
Pension giant is seeking a better way to implement its China equity exposure.
In 2035, emerging markets will gain a slight edge, and they will have a clear lead by 2050: 47% to 27% of global capitalization.
After a punishing 2022 ended on a slight upswing, allocators posted a 4.1% increase in this year’s first period, per a Northern Trust study.
War and international tension spell increased arms spending and, thus, higher military contractor share prices.
The asset class will still provide ‘highly attractive returns,’ even if economic growth slows, says First Sentier Investors.
China’s reopening and worldwide lack of infrastructure for raw materials should power the revival, per the firm’s Jeff Currie.