Investors from Norway to Singapore are bypassing property funds and putting money into London commercial projects with developers, taking more risk in a bid to increase returns as the U.K. market recovers.
Japan’s government retirement fund, the world’s largest, plans to invest in overseas infrastructure as it seeks to diversify its portfolio, according to two people with direct knowledge of the matter who asked not to be named because the discussions are private.
The world economy will enjoy faster growth next year, as improvement in the U.S. and the euro area offsets slowdowns in China and Japan, said Mohamed El-Erian, chief executive officer of Pacific Investment Management Co.
Manoj Wanzare, an Indian fund manager with a master’s in business administration, personifies Australia’s best bet to address the risk of a slump in income growth as the nation’s once-in-a-century mining boom fades.
The gap between yields on 10- and 30- year Treasuries reached the narrowest level in more than 10 weeks on speculation inflation will remain in check as the Federal Reserve begins to slow bond purchases.
American mutual funds are scouring Europe for bargains, snapping up Dutch oil drillers, French drugmakers and Swiss food producers on speculation the region’s rally is just beginning as the U.S. bull market ages.