Market Moves
EM Stocks Doing Better, Except for Drag From China, Ned Davis Says
Other emerging market nations, such as Taiwan and India, are compensating for weakness in the Chinese market.
Tag: Emerging Markets
Asset Allocation
Gabelli’s Global Investing Game Plan: Go Big on US Stocks
For 3 of the asset manager’s top strategists, the notable exception is Tesla.
Research
Emerging Market Bonds, on a Roll, Should Do Even Better, Says Ned Davis
Firm commodities prices and expected EM growth are tailwinds, the research firm contends.
Asset Allocation
Energy Transition and the Global South
The World Economic Forum seeks to accelerate clean energy investment and opportunities in emerging markets; sees need for up to $2.8 trillion by 2030s.
Asset Allocation
Growth or Funding Preservation?
How higher interest rates are changing the investment objectives of fully funded pension funds.
Asset Allocation
An EM Rebound—and It’s Not All About China
Why emerging markets, now in the doldrums, will come back, per Lazard.
Corporate Moves
Ariel Investments Promotes Henry Mallari-D’Auria to CIO of Global, Emerging Markets
He will succeed Rupal Bhansali, who is leaving to start her own firm.
Asset Allocation
India Shines as Investment Draw, at China’s Expense
The world’s most populous nation is enjoying a stock market surge and appears poised for further investment.
Risk
Goldman: Look for EMs to Overtake US in Stock Valuation by 2030
In 2035, emerging markets will gain a slight edge, and they will have a clear lead by 2050: 47% to 27% of global capitalization.
Manager Selection
New Nest CIO Elizabeth Fernando Plans Steady-as-We-Go Strategy
Move into alts, doubts about emerging markets, and criticism of Shell highlight the pension program’s direction.
Asset Allocation
Falling Markets Send Endowment Index 7.5% Lower in Q3
Oil assets, MPLs were the top performers, while Chinese equities and real estate burdened the hypothetical portfolio.
Asset Allocation
PIMCO Sees Opportunity in Emerging Markets Bonds
Central banks in emerging markets have hiked at different speeds, with the best currency gains going to an aggressive Brazil.
Where to Find the Best Emerging Markets Returns
Asian nations such as India stand out, and so does Brazil, managers say.
Asset Allocation
Institutional Investors Take a Cautious, Long-Term Approach to Emerging Markets
Supply chain struggles, ongoing pandemic-related disruptions and a growing anti-globalization mood are adding to the challenges for developing market investing.
Asset Allocation
Are Latin American Markets Undervalued?
Here’s why one investor thinks they are posed for a revival.