The proportion of global investors saying equity markets are overvalued has reached its highest level since 2000. A net 25 percent of respondents to the global survey say that global equities are currently overvalued, up from a net 23% in March and a net 8% in February. This is still, however, short of the record-high level of a net 42% in 1999.
BofA Merrill Lynch survey finds concerns of overvaluation in both equity and bond markets
April 17, 2015 by
Van Eck sees technology driving big Industry changes
April 17, 2015 by
“We’re seeing a sea change not only in the way investment management services are being delivered to clients, but also in the way investors are sourcing and vetting investment ideas,” said Jan van Eck, CEO of Van Eck Global.
Paulo Sampaio named head of Latin America-Southern Cone for S&P DJI
April 9, 2015 by
Mr. Sampaio will be based out of S&P DJI’s newly opened office in Sao Paolo, Brazil.
League Table – Assets Gathered by Cross-Border Fund Managers – Latin American Institutional Market – December 2014
April 9, 2015 by
Includes assets gathered by cross-border fund managers in the following markets: Chilean pension funds (AFPs), mutual funds (AGFs) and life insurers, Colombian pension funds (AFPs), Mexican pension funds (Afores) and mutual funds (OFIs) and Peruvian pension funds (AFPs). Period: Three months ending December 31, 2014.
Companies mentioned in this report: Aberdeen; Franklin Templeton; Schoders; Investec; Axa; Dimensional; Vanguard; pioneer, Fidelity; JP Morgan; Robeco; Invesco; BNP Paribas; Julius Baer; BlackRock; Deutsche; BNY Mellon AM; Goldman Sachs; Pictet; Votobel; Ashmore; PIMCO; Hederson; ING; Matthews; Bluebay; Allianz; Threadneedle; MFS; Aviva Investors; Morgan Stanley; AllianceBernstein; HSBC; Edmond de Rothschild; LarrainVial; M&G; Muzinich; F&C; UBS; BTG Pactual; Janus; GAM; GLG; Alfred Berg; Amundi; TIAA-CREF; Oppenheimer; Principal; CreditSuisse; SEB; EDM; BBH; Deka; Nomura.
Holdings Report – Assets Gathered by Cross-Border Fund Managers – Latin American Institutional Market – December 2014
April 9, 2015 by
Excel workbook detailing assets gathered by cross-border fund managers in the following markets: Chilean pension funds (AFPs) and mutual funds, Colombian pension funds (AFPs), Mexican mutual funds and Peruvian pension funds (AFPs). Data as of December 31, 2014.
Companies mentioned in this report: Aberdeen; Franklin Templeton; Fidelity; Investec; Schroders; Dimensional; Axa; Vanguard; JP Morgan; Julius Baer; Robeco; BNP Paribas; Pioneer; BlackRock; Invesco; BNY Mellon AM; Goldman Sachs; Vontobel; Pictet; Deutsche; Ashmore; PIMCO; Allianz; Threadneedle; Matthews Funds; Aviva Investors; MFS; HSBC; BlueBay; AllianceBernstein; Morgan Stanley; UBS; Edmond de Rothschild; LarrainVial; M&G; BBH; BTG Pactual; ING; Muzinich; Janus; Amundi; Henderson; F&C; GAM; WisdomTree; SEB; Principal; GLG; TIAA-CREF; Alfred Berg; EDM; Deka; Oppenheim Pramerica; Nomura; Credit Suisse; Legg Mason; WestLB; La Française AM; Carmignac; Brown Advisory; Santander; Dexia; AZ Fund Management; REYL; PineBridge; Natixis; Nordea; Manulife; Raiffeisen; Baring; EuroAmerica; Traditional Funds; Schwab; Skandia; East Capital; Bestinver; Neuberger Berman; Baron; First State Investments; Lombard Odier; T. Rowe Price; SEI; NEVASA HMC.
Latin American Pension Fund Investments in Cross-Border Securities – January 2015
April 8, 2015 by
Chart comparing levels of pension fund system investments in international mutual funds and other international securities. Data from Chile, Colombia, Mexico and Peru. Data broken out by instrument, Year-end totals from December 2008 through 2014, and as of January 31, 2015.
A second ex-Sura CIO lands at HMC Itajubá
April 1, 2015 by
Mogrovejo is the second former CIO of a regional Sura-owned pension fund to join HMC Itajubá in the last 24 months. The first was Daniel Dancourt, previously CIO of Integra in Peru. Together, they managed approximately USD 50 billion in Sura pension AUM.
Fitch affirms Sura Asset Management at BBB+
April 1, 2015 by
SUAM's ratings reflect its strong credit profile based on its leading regional franchise, consistent performance, strong operating environment, diversified, stable earnings, sound leverage and debt service ratios, ample expertise and sound risk management, said Fitch.
A MILA fund platform? Chilean execs don’t see it working
March 26, 2015 by
Initiative of the Mutual Fund Association seems like more of a political announcement than a project with a real future, sources told Fund Pro Latin America.
League Table – Assets Gathered by Latin American Pension Fund Managers – December 2014
March 26, 2015 by
This league table provides a ranking of Latin American Pension Fund Managers, domiciled in Chile, Colombia, Costa Rica, Dominican Republic, Mexico, Panama, Peru and Uruguay by AUM. It also includes annual growth/loss and percentage change. Data as of December 31, 2014.
Companies mentioned in this report: Sura; Metlife; Principal; Habitat; Banorte; Grupo Aval; Banamex; Scotiabank; Profuturo GNP; BCP; Invercap; PensionISSSTE; Inbursa; Coppel; Banco República; Planvital; Skandia; BPDC; Modelo; Itaú Unibanco; Banco Popular; Banco Azteca; Banco Nacional; BCR; BHD; Bandes; Vida Plena; BanReservas; BAC; CCSS-OPC; Banco General; BanVivienda; Romana.
