Japan’s $1.2 trillion Government Investment Pension Fund plans to dramatically increase domestic and foreign equity exposure while cutting positions in domestic bonds.
Tag: Equities
StanChart on the case for equities
European equities and RMB bonds are among the favourite investment classes at Standard Chartered Bank, said Steve Brice, chief investment strategist, group wealth management.
BlackRock bullish on India
India’s “three arrows” are GDP growth, reform and public markets, and despite risks, equities and fixed income look increasingly attractive, according to a trio of BlackRock strategists.
Is it time to revisit EM allocations
Despite a poor September, emerging markets seem to once more be back on investors’ radar.
Look beyond Japan’s economy says EFGAM
Japan’s economy should be separated from the market outlook and Japanese equities appear fairly valued relative to their history, according to Daniel Murray chief economist and global head of research at EFG Asset Management.
