China's healthy economy and expanding equities market is drawing more eyes from across the world. Australian superannuation funds, in particular, are looking to invest more.
Dan Vanden Boom has left Morgan Stanley to join the infrastructure asset manager in Australia, as his boss Eddy Schipper starts gathering assets in Asia.
Marc Faber says commodities, with EM equities and real estate, will perform well, but Lombard Street’s Diana Choyleva sees emerging markets slowing and commodities suffering.
Pension funds worldwide are paying higher fees supposedly because fund managers are focusing on alpha, but many are getting beta performance on their portfolios.