Forced to offload their most liquid assets of late, oil-based state funds have increased their portfolio risk, according to a report. Meanwhile, more SWFs are in the pipeline.
Investment specialists from Franklin Templeton and Northern Trust see reasons to overweight energy stocks over a five-year view.
High-frequency trading in commodities has declined against a backdrop of falling demand for the asset class, says industry veteran Mike Coleman. Still, his recently rebranded ...
Low inventories and supply shocks in certain commodities are driving prices more than ever, suggest executives from S&P Dow Jones Indices and fund house Milltrust.
Real assets such as infrastructure and land are increasingly being sought out as a hedge against inflation. But illiquidity remains an issue.
Australian investors appear to be shunning their domestic mining industry, leaving the sector hoping that Asian firms – particularly private ones – will fill the gap.
China is also falling out of favour, while Japan and Malaysia are rising in popularity, according to Bank of America-Merrill Lynch’s monthly fund manager survey.
The commodity ETF provider is in the process of replacing Nigel Phelan and plans to make further hires this year.
The investment company has partnered a local firm to raise capital from Asia to invest in African and Latin American infrastructure and resources.
Private equity and infrastructure specialists are trying to satisfy sovereign funds' rising demand for energy-related investments.
The London-based exchange-traded commodity firm has won approval to operate in Hong Kong and relocated two executives to run the Asia business.
Specialist investor EIG Global Energy Partners expects to ramp up its Asia investment activity and is looking to work with more pensions and sovereign wealth funds in the region.
Korea’s National Pension Service plans to invest in the Posco Woori EIG Global Fund, designed to help Posco access global natural resources.
The French firm has expanded its Russian-speaking coverage to the region through a recent senior appointment in Singapore.
Qatar is partnering the UK bank on private equity opportunities, with Barclays putting investment staff in Doha. The QFC Authority says more seeding partnerships are pending.
The alternatives arm of asset manager Vontobel aims to hit capacity for the product within five years with the help of sales through private banks in Asia.
The firm is also looking at allocating more to higher-yielding equity and fixed-income assets, noting how hard it is to achieve target returns these days.
Chinese demand for base metals is insatiable but the Chinese don’t like high prices; is zinc the new copper?
Not enough investment is going towards future commodities supply, but global uncertainty is hitting the average price of natural resource stocks, argues Robeco in a white paper.
A secular shift in demand and supply constraints sees commodities fund manager James Govan of Barings take a positive view on the sector, despite the global equity meltdown.