Changing Investor Attitudes About Emerging Markets (CNBC)
Grant Forster, the CEO (Australia) at Principal Global Investors, recently appeared on CNBC to discuss the firm’s survey (see: Emerging Markets in the East Converging With Developed Markets in the West (Create Research)) where more than half of the 704 sovereign wealth fund, pension fund and other institutional asset manager respondents said they were positive about emerging markets, including China. However, only 20% believed emerging markets assets should be a core part of their portfolios, down from 40% two years ago while 30% of asset managers were “non-believers” in emerging markets, up from 20% two years ago.
The survey also found that investors are approaching emerging markets with less of a buy and hold mentality and more of an opportunistic attitude:
To read the whole article, Are emerging markets giving off bad vibes?, go to the website of CNBC.
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- China’s Mutual Funds Industry Now the Second Biggest in Asia (The Asset)
- What Hong Kong Dollar Bond Exposure Means to Investors (The Asset)
- Fund Managers Are Wary of “Cheap” Asian Stock Markets (FT Adviser)
- Investor Sentiment Survey: What Emerging Market Investors Think (Franklin Templeton)
- China’s New Rich Distrusts Financial Advisers (The Asset)
- FPA Crescent (FPACX) Fund Makes Some Interesting Emerging Market Stock Bets (Kiplinger)
- Societe Generale Survey: Fund Managers Turning Bearish on Emerging Markets (CNBC)
- China’s Investment Managers Abandon the Retail Market to Focus on Wealth Management Market (FT)