BHEKINKOSI KHUZWAYO: Investing in global equity markets — a differentiated source of return
South Korean equities are a prime example of a market with a good economic climate plus favourable investor sentiment
Changes to regulation 28 of the Pension Funds Act have allowed retirement funds to invest an ever-increasing proportion of their assets in offshore markets. This is a positive development in diversifying the sources of return for these funds. The primary objective remains outperformance of a global equity benchmark.
We believe that equity markets that outperform are likely to have three ingredients:..