Global Investing

Investors investigated

November 20, 2012

We’ve wondered before about the validity of the British ‘shareholder spring’ narrative. A few high-profile casualties gave the story drama, but as we showed back in the summer, evidence of a widespread change in thinking was hard to find. KPMG has arrived at a similar conclusion this week.

Frontier markets: safe haven for stability seekers

By Reuters Staff
November 15, 2012

Frontier markets have an air of adventure and unpredictability about them. One is tempted to ask: Who knows what will happen next?

What would a benign dictator do with the euro?

July 16, 2012

The idea of a “benign dictator” may well be an oxymoron but as a thought exercise it goes a way to explaining why giant global fund manager Blackrock thinks the chances of a euro zone collapse remains less than 20 percent.  When push comes to shove, in other words, Europe can sort this mess out. Speaking at an event showcasing the latest investment outlook from Blackrock Investment Institute, the strategy hub of the investment firm with a staggering $3.7 trillion of assets under management,  Richard Urwin said the problem in trying to second-guess the outcome of the euro crisis was the extent to which domestic political priorities were working against a resolution of the three-year old crisis.

Turning point for lagging emerging stock returns?

April 27, 2012

Over the past year emerging markets have broadly lagged an upswing in global equity markets, yielding cumulative returns of 4.5 percent since last August. That’s less than half the return developed markets have provided (see graphic below).

Top fund firms lose $16 trln in 2008

October 5, 2009

Watson Wyatt tells us the world’s largest fund managers lost $16 trillion of assets in 2008 as the worst of the global financial crisis took its toll on the top 500 global fund firms.  The fall in assets is the largest since Watson Wyatt’s research began in 1996 and doesn’t even include the dog days of early 2009 when no one knew quite when the flood would abate. 

Another nail in the Malthusian coffin?

September 22, 2009

All the talk of addressing the global imbalances throws a spotlight on contrasting demographic trends in the world’s two most populous nations — China and India.

from DealZone:

Goldman’s Viniar: Why pay twice?

July 14, 2009

HEALTHFOOD-ASIA/Turns out Goldman Sachs is a staunch advocate of going organic -- when it comes to the money management business.

from Summit Notebook:

Blackrock sees opportunities in shrinking Japan

July 8, 2009

Japan's population has peaked and all the projections have it sliding sharply in coming decades, raising questions about investment opportunities when emerging markets, in particular, offer much more obvious growth opportunities.

Shorting in the forest

June 30, 2009

Short-sellers have come under pressure especially after the collapse of Lehman Brothers as regulators and politicians blamed them for wrecking the financial markets.

Recession is no secret

December 5, 2008

Mike Trudel, U.S.-based managing director and senior product specialist at BlackRock, has become convinced the economic recession really has arrived.