Search for Growth
Looking To Emerging Markets
The slowdown in developed market growth is making emerging markets increasingly attractive to institutional investors, according to a new paper sponsored by BNY Mellon and written by the Economist Intelligence Unit (EIU). The Search for Growth: Looking to Emerging Markets, released December 7, 2011, examines how perceptions about emerging market investments have changed in response to global economic turmoil.
Rethinking Asset Allocation
In October 2011, the EIU released another paper in the Search for Growth series, sponsored by BNY Mellon. Rethinking Asset Allocation discussed how investors have been forced to question traditional approaches to asset allocation following years of financial turmoil and market volatility.
Opportunities and Risks for Institutional Investors
Early in 2011, the EIU conducted an extensive market survey, sponsored by BNY Mellon, to assess the views of investors and corporate executives around the world regarding the sources for potential growth in the coming year. The results of the research were contained in The Search for Growth: Opportunities and Risks for Institutional Investors.
Michael Cole-Fontayn, CEO, BNY Mellon Depositary Receipts, highlights the significance of our partnership with The Economist Group and emphasizes the importance of our joint research effort to better understand institutional investors' search for growth. Rob Mitchell, Contributing Editor, Economist Intelligence Unit, comments on the study's key findings and pinpoints what the results mean for today's investors.
Key Findings
While a gradual economic recovery is now underway, these remain uncertain times for both investors and corporations.
The survey in the Report revealed the following opinions:
- Opportunities to outperform exist, but many investors see clouds on the horizon.
- Emerging markets offer the best promise, although there are concerns about overheating.
- Developed world growth, particularly in the United States, will help to rebalance economic growth.
- Commodities offer good growth prospects, but are still considered a risky asset class.
About the Research
The aim of the research is to examine the prospects for economic and market growth from the perspective of both institutional investors and corporate executives and to track that sentiment year over year. Based on a global survey of almost 800 respondents and a series of in-depth interviews with leading investors and experts in early 2011, the study explores the potential for growth across a wide range of sectors, regions and asset classes. It also explores the likelihood and impact of a range of both positive and negative scenarios.
About the EIU
The Economist Intelligence Unit (EIU) is the world's leading resource for economic and business research, forecasting and analysis. It provides accurate and impartial intelligence for companies, government agencies, financial institutions and academic organisations around the globe, inspiring business leaders to act with confidence since 1946. The EIU is headquartered in London, UK, with offices in more than 40 cities and a network of some 650 country experts and analysts worldwide. It operates independently as the business-to-business arm of The Economist Group, the leading source of analysis on international business and world affairs.
*The findings and views expressed in the report do not necessarily reflect the views of BNY Mellon.
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