Investment Strategies for Institutional Investors

Drawing on years of economic research, we believe the emerging markets will become the main drivers of global growth over the next several decades—and that consumer spending will lead the way.

The last century's rise of the U.S. middle class fueled a historic era of prosperity. That will pale in comparison to the middle class growth that has already begun in the emerging markets, and which could last well into this century. 

Consider that: 

  • There were 77 million1 U.S. baby boomers

  • The emerging market middle class is projected to be 1.98 billion by 20202

  • Emerging market consumers already account for 30% of luxury good sales globally3

Mirae Asset’s Great Consumer investment strategy focuses on the direct and indirect economic effect resulting from the combination of growing purchasing power and increased consumption within the emerging markets.

Unique to this strategy, we search beyond traditional consumer sectors for any company positioned to benefit from growing emerging market consumption.

1 U.S. Census Bureau.

2 The Bookings Institution, "The Emerging Middle Class in Developing Countries", 2010.

3 Bain & Company, Luxury Goods Worldwide Market Study, Spring 2012.

There can be no guarantee that any strategy (risk management or otherwise) will be successful. All investing involves risk, including the potential loss of principal. 

Investment Strategies

  • Global Strategies
  • Regional Strategies

Seeking the best equity opportunities located or operating in the emerging markets, across geography, industry, products, and services.

Whether they’re the market leaders of today or the household names of tomorrow, we seek to identify those companies with business models best positioned to profit from broad and sustained emerging markets growth:

  • More than 45% of the Global Fortune 500 are expected to be from emerging markets by 20251
  • Annual consumption in emerging markets is expected to rise from $12 trillion in 2010 to $30 trillion by 20251
  • During the same period, emerging markets’ share of world consumption is forecasted to increase from 32% to 47%1

Mirae Asset looks for companies that are rising to the top of these quickly evolving economies and that can achieve and defend leading market positions. Our unique emerging markets origin and location as well as our fundamental bottom-up approach help us to uncover the winners of today and tomorrow.

McKinsey Global Institute.

There can be no guarantee that any strategy (risk management or otherwise) will be successful. All investing involves risk, including the potential loss of principal. 

Investment Strategies

  • Global Strategies
  • Regional Strategies
  • Country Strategies

A tactical global approach to fixed income that seeks the optimal mix of emerging market returns and developed market stability.

We believe that managing global fixed income for total return is best done dynamically, using a top-down macroeconomic approach.

Mirae Asset maintains fixed income professionals across the globe, making top-down appraisals of the markets and actively allocating to what we believe are the most attractive risk-return tradeoffs in the developed and emerging markets:

  • An opportunistic emerging markets-focused portfolio with a total return objective, benchmark-agnostic
     
  • Uses dynamic allocation to maximize risk-adjusted return
     
  • Focuses on capital appreciation when yields don’t support increased risk, allocating to defensive, developed market debt

There can be no guarantee that any strategy (risk management or otherwise) will be successful. All investing involves risk, including the potential loss of principal. 

Investment Strategies

  • Global Strategies