With much of the developed world in a sovereign debt crisis, what implications will this have on your portfolio risk profile, benchmark, and asset allocation? Having spent his entire career in emerging market and non-U.S. investments, Jeffrey P. Davis, CFA, describes what he believes is a fundamental shift in the global market portfolio.
This episode of the Take 15 Series was originally released on 5 October 2011.
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John Bowman, CFA, is former managing director, Americas, at CFA Institute. He also served as managing director and co-lead of education at CFA Institute. Prior to joining CFA Institute, Bowman was a fund manager and equity analyst for Mellon Growth Advisors and State Street Global Advisors. He holds a BS in business administration from the University of Mary Washington.
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Foresight has launched a fund that invests in companies that own or manage real infrastructure or renewable assets. The Foresight Global Real Infrastructure fund's emphasis on real assets is intended to minimize correlation with stock markets during volatility. Citywire (15 Jul.)
Some European Parliament members want the European Commission to improve protections for savers using investment funds regulated by the Undertakings for the Collective Investment in Transferable Securities framework. Among measures lawmakers want examined is a rule that lets funds invest as much as 10% of holdings in unlisted entities. Financial News (UK) (subscription required) (15 Jul.)
The European Securities and Markets Authority plans to submit a report to the European Parliament by December 2020 that addresses misalignment between the European Market Infrastructure Regulation Refit and the revised Markets in Financial Instruments Directive. Futures & Options World (subscription required) (15 Jul.)
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