NPS Announces A Reduction in Asset Allocation in Korean Equities to 14.5% of Assets by 2026
On 28 May, NPS announced its new 5 year plan to reduce the asset allocation of Korean equities to 14.5% of total assets at the end of 2026, down...
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EM Steel: Gaining Strength
The Steel industry group is building momentum. The turnaround started in April of last year after a severe drop post COVID, but it is far from...
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U.S. Equity Strategy: Value Is Just Getting Going; S&P 500, Micro-Caps At Support
The weight of the evidence suggests pullbacks to 4000-4040 on the S&P 500 would be nothing more than a buying opportunity. We also explain why we...
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Global Emerging Markets Weekly: 7 May 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
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NPS Raises Domestic Equity Allocations
NPS increased the strategic asset allocation (SAA) limit for domestic equities from the current 2% to 3%. As a result of this change, the sale of...
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