GREITs Landscape Review – Outlook for institutional allocation positive but caution warranted on active managers

Key Insights. Superannuation asset allocation towards listed and unlisted real estate has steadily increased since 2013. Retail funds have the highest exposure to GREITs, aging demographic profiles of several non- retail funds is expected to increase the demand for listed real...
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Do active managers in Emerging Markets add Value?

Key points Emerging Markets (EM) have been outperforming Developed Markets (DM) and this trend is likely to continue given the fundamental backdrop. Factor premiums across EM have been very strong and broad-based. Intra-market correlations between EM countries have dropped,...
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Emerging market sweet spot: high returns, low volatility and falling correlations.

by Jay Kumar and Frederick Do, September 2017.   Over a 12-month period to 31 August 2017, global emerging markets equity returned 16.9%, placing it amongst the highest returning market segments in the world. The spectacular return was driven by Asian region with 18.9%,...
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