FEATURED TOPIC
Where Does China Fit in a Pension Portfolio?
Where Does China Fit in a Pension Portfolio?
AIR DATE
November 8, 2021 | 12:00 PM, EDT
November 8, 2021 | 12:00 PM, EDT
DISCUSSION HIGHLIGHTS
Three decades of growth and development in China have fundamentally altered the global investing landscape—especially in emerging markets. Against this backdrop, asset owners have become polarized with respect to whether China’s massive equity market represents unrivaled opportunity or risk. In this Monday Minute, Seth Weingram addresses key questions in allocating to China. He examines fundamental and economic perspectives on setting exposure levels and considers the relevance of prevalent benchmarks. He also assesses China’s benefits in diversifying equity portfolios and as a source of alpha.
Three decades of growth and development in China have fundamentally altered the global investing landscape—especially in emerging markets. Against this backdrop, asset owners have become polarized with respect to whether China’s massive equity market represents unrivaled opportunity or risk. In this Monday Minute, Seth Weingram addresses key questions in allocating to China. He examines fundamental and economic perspectives on setting exposure levels and considers the relevance of prevalent benchmarks. He also assesses China’s benefits in diversifying equity portfolios and as a source of alpha.
Seth Weingram, Ph.D.
Senior Vice President, Director, Client Advisory
Acadian Asset Management
Senior Vice President, Director, Client Advisory
Acadian Asset Management
About Seth
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Access to the Monday Minute provides you the link to view at your leisure or share with your team.
Seth Weingram, Ph.D.
Senior Vice President, Director, Client Advisory | Acadian Asset Management
Senior Vice President, Director, Client Advisory | Acadian Asset Management
Seth is Acadian’s Director of Client Advisory, a team that produces original research on topical issues in systematic investing and regularly meets with key clients, consultants, and prospects. Seth also chairs Acadian’s Editorial Board, driving the firm’s thought leadership.
Prior to joining Acadian in 2014, Seth held senior roles in equity derivatives trading, research, and strategy at UBS, Barclays Global Investors, and Deutsche Bank. Seth holds a Ph.D. in economics from Stanford University and a B.A. in economics from the University of Chicago.
Prior to joining Acadian in 2014, Seth held senior roles in equity derivatives trading, research, and strategy at UBS, Barclays Global Investors, and Deutsche Bank. Seth holds a Ph.D. in economics from Stanford University and a B.A. in economics from the University of Chicago.
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