Market Moves
Follow-Up: Doomster Grantham’s Stock Picks Are Doing Pretty Well
This noted market pessimist said in January that some shares would thrive, despite a popped bubble.
Tag: Emerging Markets
Alternatives
Hedge Funds Finally Nose Past the S&P 500
After too many years of drag-butt performance, they’ve taken advantage of a volatile 2020.
Market Drilldown
Why to Invest in 2 Frontier Markets: One Stable, One Not
Panama is solid, but ever-troubled Argentina does offer spot opportunities.
Market Moves
Emerging Markets and China Hedge Funds Likely to Outperform
Regional equity gains, as well as currency increasing against a declining US dollar, helped the asset classes surge in second quarter.
Market Drilldown
How to Rebalance Assets while Skipping Past the Perils
Investing savants have ideas for you, ranging from preferred stocks to asset-backed securities.
Pensions
Pennsylvania SERS Loses 11.69% in Q1
Tumbling equity markets helped weigh down retirement system’s returns.
Alternatives
Veteran Fund Managers Launch EM Boutique Investment Firm
Aikya Investment Management will focus on sustainable investments.
Risk
Globally, ESG Investors Must Tailor Approaches to Different Locales
They all are looking for different things, so it pays to look at them with an eye to varying needs and demands.
Asset Allocation
Rhode Island Turns to Options and Emerging Markets Debt to Improve Funding
NEPC guides the state’s investment commission through the addition of new asset classes.
Newsmakers
Ontario Teachers’ Next Key Markets: Asia, Europe, and Infrastructure
CEO Ron Mock discusses plans to potentially triple Asian headcount and push $8 billion into infrastructure.
Market Drilldown
The 4 Most Promising Second-Tier Emerging Markets
Bigger names like China and India get the attention. Then there are EMs one rung down, overlooked yet harboring breakout potential.
Allocators in Emerging Markets Find Big Outperformance in Small Packages
Smaller, specialized investments in managers and opportunities is a pathway to outperformance in emerging markets.
At SALT: CPPIB Goes Long in Emerging Markets
Canadian pension plan eyes growth in emerging markets as valuations get bubbly in the developed world.
IMF Forecasts Global Growth Slowdown
World economic outlook downgraded to 3.3% growth in 2019.
Market Moves
Hedge Funds Turn Around, With Good First Quarter
Rebound comes after a bruising 2018, as health care and emerging markets do well.