Sort By
  • Newest

  • Newest

  • Oldest

  • Author Name

  • Author Name

  • David Chaplin

  • Drew Meredith

  • Giselle Roux

  • Greg Bright

  • James Dunn

  • Lachlan Maddock

INDepth with John Green from Ninety One

John Green from Ninety One goes in-depth with Peter White from The Inside Network on “Sustainable investing in emerging markets”.

Investor Strategy News | 10th Oct 2022 | More
Time for a new story in emerging markets

The complexities of investing in the emerging markets set have been compounded by the Your Future Your Super test. But they’re still a more likely source of growth than their developed market counterparts.

Lachlan Maddock | 7th Oct 2022 | More
Russia a ‘sideshow’ in main EM game

Investors and their fund managers have dumped Russian holdings in recent weeks amid worsening horror at the invasion of Ukraine. But active managers could lessen the blow for investors through new opportunities on the other side of a Russian trade. For Ninety One’s emerging markets team, Russia is an “ugly sideshow” to the main investment…

Greg Bright | 20th Apr 2022 | More
  • Global woes pose biggest threat to index investors

    Investment strategies yoked to indices face the most risk as the 30-year global economic détente unravels, according to UK-based economist, Andrew Hunt. Hunt told a Nikko Asset Management webinar audience last week that index investors benefited over the previous three decades from “chasing liquidity” and themes predicated on growing economic collaboration across the world. But…

    David Chaplin | 25th Mar 2022 | More
    AustralianSuper goes global with external mandates

    AustralianSuper will have $80 billion managed by external managers over the next few years as it eyes larger allocations to key emerging markets like India and China. AustralianSuper currently has $50 billion managed by external managers, a figure that will swell to some $80 billion over the next few years as the fund races towards…

    Lachlan Maddock | 16th Feb 2022 | More
    EM investors see a stock picker’s dream

    The woes never seem to end in emerging markets, but their proponents see the current upheaval as a chance to take advantage of dirt-cheap valuations. China’s regulatory crackdown still has investors running scared, but Joseph Lai, chief investment officer of Ox Capital, says he and his team are like “kids in a candy shop”. Lai…

    Lachlan Maddock | 9th Feb 2022 | More
  • Emerging markets forge their own green revolution

    Emerging markets have languished for years despite their explosive economic growth. But the new inflationary epoch – and a burgeoning focus on ESG – might turn all that around. Emerging markets can be a tough game. A decade of lackluster performance compared to their developed market counterparts has culminated in massive regulatory upheaval in China,…

    Lachlan Maddock | 14th Jan 2022 | More
    Australia’s role in Martin Currie emerging markets journey

    There’s perhaps only one thing more satisfying for the business people who run big funds management firms than organic growth, and that’s to reward the trust of long-term clients. Around the 10th anniversary of the Martin Currie Global Emerging Markets team, three of the crucial players behind the success of the strategy have reflected on…

    Greg Bright | 28th Oct 2021 | More
  • Ox sees silver lining in emerging markets sell-off

    While the worst is probably over, emerging markets are still in a tailspin. But the best thing about starting low is that can aim high. For many investors, China’s recent regulatory crackdown has been a waking nightmare. Add on the delta variant, rolling blackouts, and Evergrande, and it’s a little disconcerting to hear Dr Joseph…

    Lachlan Maddock | 1st Oct 2021 | More
    Emerging market debt best for Aussie investors

    It’s not just about the higher yields, although that helps. It’s also about the correlation between hard and local currencies. And Australian investors are in pole position. In a series of discussions with the firm’s Australian investors and others recently (August 23 – September 3), Grant Webster, head of Ninety One’s emerging markets ‘blended debt’…

    Greg Bright | 10th Sep 2021 | More
    1 2 3 5