CIO Shoaib Khan on cautiously applying optimistic barbell approach
The
CIO sees growing opportunities within emerging markets in the coming years
India
Modi’s re-election makes India hotter
India
is expected to grow by +6.6% in FY24-25 and +6.4% in FY25-26. Public spending,
foreign investment and easing inflation will be tailwinds, suggests recent
reports.
In Depth Exclusive Interview: CIO Shoaib Khan expects opportunities in ‘technology, manufacturing and services’ in India, as more allocators invest
Modi’s re-election has created more opportunities in the region, CIO Khan highlights key opportunities and concerns in the region.
University of California witnesses 12.2 percent returns for the fiscal year
The $98.6bn pension fund and
endowment’s maximum returns came from its investment in S&P 500 index
without tobacco or fossil fuels.
Exclusive: CIO Shoaib Khan considers emerging markets an ‘important area’ of investments
The NJ Pension Fund CIO Shoaib Khan, who joined the pension fund in early 2021, is widening his investments for emerging managers. Owing to looming geopolitical concerns, back in 2022 the CIO reduced its allocation to private markets and improved their liquidity positioning. This allows them to sail smoothly in the current changing market environment. In this interview, the CIO dives deeper into manager selection, sectors he finds attractive and more.