FTSE Russell, An LSEG Business’ Post

As investors continue to hunt for diversified sources of alpha in such a dynamic market environment, FinanceAsia and FTSE Russell, An LSEG Business are bringing together experienced investment specialists to discuss how index strategies can be an effect..

This week, we explore the concept of fund name vs. fund strategy and the growing dilemma for sustainability-fund managers. And with the country’s latest stimulus package, we ask if Chinese equity markets have been given a new lease on life. You can also subscribe to our weekly emails to have the latest MSCI research delivered straight to your inbox: ms.spr.ly/6048gPCLw The Fund-Name Challenge To adhere to #ESMA’s fund-naming guidelines, #sustainability-minded fund managers may have to choose between fund name and preferred investment strategy. Our analysis shows that almost 11% of MSCI ACWI IMI constituents by weight could become ineligible investments for such funds. http://ms.spr.ly/6049m0FyW Evaluating Chinese Equities’ Performance After Stimulus Global institutional investors in #Chinese equities may find potential opportunities in sector rotation and in factors’ deviations from their long-term patterns. http://ms.spr.ly/6045m0Fyt What’s Behind Small Caps’ Small Performance? The premium for #smallcaps has declined in recent years, with market dynamics, #deglobalization and #inflationary pressures playing contributing roles. We analyze the small-cap space across regions. http://ms.spr.ly/6046m0FyQ Subscribe now to receive our MSCI Weekly emails straight to your inbox: ms.spr.ly/6048gPCLw

Ross Cameron, Portfolio Manager for Northcape Capital's Global Emerging Markets Equities team, discusses why EM equities valuations are compelling and are currently too difficult to ignore as a key driver of long-term investment returns. Click below to view Ross’s outlook for the asset class and where the team are finding opportunities in a volatile market - https://lnkd.in/gzknUsfJ #equities #emergingmarkets #marketoutlook

🔔 The August edition of the Schroders Emerging Markets Lens is now available. How have EM assets been performing amid the recent volatility, and how have valuations evolved? #Emergingmarkets #Investing #Equities #EMD https://lnkd.in/e4Ss9ujU

Ross Cameron, Portfolio Manager from our Global Emerging Markets Equities specialist investment partner, Northcape Capital says EM equities valuations are compelling and as one of the biggest drivers of investment returns over the long term, currently too difficult to ignore.   Click below to view Ross’s outlook for the asset class and where the team are finding opportunities in a volatile market.   Emerging Markets Equities Outlook – https://lnkd.in/gzknUsfJ   #equities #emergingmarkets #marketoutlook

Multi-Asset Investing: A Path to Stable, Long-Term Wealth. Multi-asset investing provides equity-like returns with lower volatility, making it an effective strategy for long-term, multi-generational wealth creation across both developed and emerging markets. Key differentiation will be LOW STANDARD DEVIATION. This approach balances risk by offsetting underperformance in one asset class with gains in another, as demonstrated by gold’s outperformance against equities over certain periods.

📢 Important Update for Thrift Savings Plan (TSP) Participants: I Fund Benchmark Transition, September 2024 The I Fund has transitioned to a new benchmark index: the MSCI All Country World Investable Market Index ex USA ex China ex Hong Kong Index. What Does This Mean for You? 🌎Increased Diversification: The new benchmark further diversifies I Fund investments, offering exposure to a broader range of markets and companies around the globe. Expanded Access: The index includes over 5,000 large, medium, and small companies across more than 40 developed and emerging market countries. At Resilient Financial Solutions, we desire to ensure that your investments are aligned with your financial goals and risk tolerance. If you need personalized advice, feel free to reach out! #FERS #TSP https://lnkd.in/ejTWedRB

JEMI is benefiting from improving corporate governance and a burgeoning dividend culture in emerging markets. JEMI's strategy combines a focus on value and quality, which, in our view, brings with it a differentiated source of income growth and resilience less typical in UK or global equity income portfolios. We've written a full update below. Capital is at risk, so an investor may get back less than the amount invested.

Schroders launches emerging markets value fund in the UK. Vera German, CFA. Juan Torres. Schroders has rolled out its Emerging Markets Value fund in the UK, following growing demand from British clients for exposure to the long-term growth potential of the asset class, Investment Week can reveal. Check out Cristian Angeloni's latest article 👇 https://incm.pub/4enYiD0 #investing #assetmanagement #wealthmanagement #finance

Schroders Emerging Markets Lens August 2024: your go-to guide to #emerging #markets. How have #EM assets been performing amid the recent #volatility, and how have valuations evolved? https://okt.to/nC0oH8