Most investors either ignore emerging markets or hand their money to active managers who underperform. Academic research points to a better approach: factor investing in emerging markets, targeting the company characteristics that have persistently driven higher returns.
nvestment consultants have systematically raised their return assumptions for alternative assets since 2001 — not because performance improved, but because complexity generates fees. New research from Stanford and Harvard reveals how consultant optimism drives billions in pension allocations, despite mounting evidence that simple, low-cost indexed strategies often outperform alternatives-heavy portfolios. The entire boom may be built on structural conflicts rather than superi
Robin Powell
Oct 28, 202514 min read
SUBSCRIBE
Simply provide your email address to receive our regular update.
