AsianInvestor Magazine

Issue: December 2016/January 2017

Asset Owners 

Big risks in Japan

  • Tokio Marine’s Ian Brimecome says some fellow Japanese insurers are playing with fire as they expand overseas
  • All the winners from AsianInvestor’s Institutional Excellence Awards
  • Sovereign wealth funds find themselves in the spotlight – and that’s a good thing

    News: Korean institutions look to real assets offshore;  SSS delays mandates amid leadership change; Indonesian pension fund turns to equities

    Betting on alternatives
  •  
  • Institutions’ growing taste for co-investment is bringing tension with their private equity allies
  • Will bricks and mortar investments hold their appeal in an age of growing uncertainty?
  • Hedge funds are falling out of fashion – but some investors still believe they will pay off in the long run

Distributors 

  • Plotting the way ahead: UBP Private Banking CIO Norman Villamin on the prospects for rising interest rates and revived inflation
  • News: DBS: where does ANZ deal leave ABN Amro bid?; Bordier, Julius Baer gatekeepers exit Asia; Infrastructure, defence focus as Trump wins

Fund Managers 

  • The yield hunt: Regulatory changes mean Chinese banks turn to high-risk bond funds to meet returns on wealth management products
  • Blackstone’s Asia head of real estate on scaling up and the likely effects of a Trump presidency
  • News: Institutional demand to boost Japanese ETFs; Fund managers fight for alts mandates; Hedge fund Bridgewater, three others, get CIBM access

This Month 

  • On the move: GIC reshuffle sees Lim promoted; Eastspring appoints Maisonneuve as CEO; Waterhouse to lead Fidelity International in SE Asia; Former UBS trio set up Lioncrest Global in HK
  • Regulatory Roundup: Hong Kong’s funds industry finds itself under the spotlight from an increasingly assertive Securities and Futures Commission
  • Data Centre: UBS Asset Management and Campden’s survey on family offices reveals the rising interest of these investors into alternatives
  • Bookend: FiveTimeless Lessons for Succeeding in China by Tim Clissold

Quick Poll

How will you alter your portfolio after the US election result?





« View results

Previous polls ››

Underweight US
  17%
 
Overweight US
  42%
 
Underweight EMs
  6%
 
Raise cash levels
  20%
 
No change
  15%
TOTAL VOTES: 144
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December 2016/January 2017 Magazine
AsianInvestor Magazine