Tag : global equities

Korea’s $311 billion National Pension Service will expand its manager outsourcing programmes in other asset classes.

Taiwan’s Bureau of Labour Insurance has narrowed its search for a $600 million mandate to eight fund houses, say sources. It will be its first mandate in nearly five years.

The insurance arm of the $70 billion government-linked organisation is requesting proposals related to managing global equities and advising on alternatives.

RCM’s global chief investment officer Lucy MacDonald argues that performance comes from underweighting banks and that clarity on the sector is needed in Europe.

Global equities investor Alan Chua argues that value investing may be a good way of protecting against the ongoing risk of contagion stemming from sovereign debt in Europe.

The $9 billion Korea Teachers Pension Fund is also interested in allocating more to alternatives, says CIO Lee Yun-kyu.

Regions which were victims rather than catalysts for the credit crisis will be the first to recover, says Aberdeen's Andrew McMenigall.