Pension funds buy into Hungary and Poland

Several themes have emerged from the current offshore fund research conducted by fund managers Forsyth Partners. The first is a substantial increase in EU inflows into the region, with Western pension funds featuring increasingly as buyers on a long-term view. Their chief focus remains on Hungary and Poland as future EU convergence plays, offering the prospect of re-rating significantly higher as they approach EU accession. Hungary is generally the managers' preferred market because of its favourable macroeconomic outlook, stable political situation and high quality companies. The main ...