Tag : equities

NPS seeks more risk with asset allocation shake-up

May 7, 2024

The Korean national pension fund is embracing a new investment approach, allocating capital across asset classes to boost returns. The fund is prioritising riskier assets, such as equities and alternatives, as evidenced by a recent $1.1 billion external mandate that exemplifies this strategic shift.

NPS seeks more risk with asset allocation shake-up

Insurance CIO: India offers best structural growth plays, good alternative to China

Indira Vergis

Mar 11, 2024

India is one of the best investment markets right now, the CIO of an insurance company told AsianInvestor.

Insurance CIO: India offers best structural growth plays, good alternative to China

Zurich Malaysia eyes renewables, local equities bets

Indira Vergis

Jan 31, 2024

The Malaysian unit of the Swiss insurer spots local investment opportunities even as the global economy sits at the crossroads on growth and interest rates.

Zurich Malaysia eyes renewables, local equities bets

Market Views: Will the S&P 500 extend its bull run in H1?

Lucas Cacioli

Jan 25, 2024

The S&P 500 has sustained a bullish momentum, reaching consecutive record highs with tech stocks leading the charge. What will the first half of 2024 hold for the index?

Market Views: Will the S&P 500 extend its bull run in H1?

Peak beyond the peak

In partnership with M&G Investments

As we enter 2024, financial markets are at a major crossroads. With inflation coming down and central banks’ rate hikes on hold, the big question for investors is: what happens next? With views ranging from a ‘soft landing’ to recession, and from ‘higher for longer’ interest rates to rate cuts, the path ahead is uncertain.

Thai family office investor: Expect more market stress in next 6 months

Indira Vergis

Dec 18, 2023

Investors should brace themselves for more volatility in financial markets and look for safe businesses that generate cash while deciding on investment picks, according to Shiraz Poonavala.

Thai family office investor: Expect more market stress in next 6 months

Outlook 2024: Tailwinds, domestic events to sway Japanese equities

Hans Poulsen

Dec 17, 2023

In a series focusing on the development of Asian markets in 2024, AsianInvestor zooms in on Japan and how investors might find value in stocks on the backdrop of a strong year.

Outlook 2024: Tailwinds, domestic events to sway Japanese equities

Market Views: What presents will a Santa Claus equity rally bring?

Hans Poulsen

Nov 23, 2023

The end of the year has an ability to stir up equity markets in a positive way. AsianInvestor asks asset managers what sectors and themes are likely to see action in the festive season.

Market Views: What presents will a Santa Claus equity rally bring?

AIMCo upbeat on India, 'explores strategies' for China

Robert Sawatzky, Lucas Cacioli

Sep 19, 2023

One of Canada's top pension fund managers believes there are plenty of opportunities in the region, even as it strikes a cautious tone on investing in the region's largest economy.

AIMCo upbeat on India, 'explores strategies' for China

AsianInvestor insights: Asset owners pick top 'uncorrelated' asset

Lucas Cacioli

Aug 31, 2023

Investors are prioritising diversification of their portfolios and one asset class stands out as a diversifier, according to a recent survey by AsianInvestor's investment intelligence data platform.

AsianInvestor insights: Asset owners pick top 'uncorrelated' asset

Market Views: Will artificial intelligence make real profits for tech?

Hans Poulsen

Aug 31, 2023

Tech stocks have captured investor imagination with the enormous focus on artificial intelligence recently. AsianInvestor asks fund managers whether the hype will continue, and what to expect next.

Market Views: Will artificial intelligence make real profits for tech?

Japan's Kewpie Pension Fund to focus on equities and fixed income

Hans Poulsen

Jul 31, 2023

After a challenging year, there's always a need to rebalance a portfolio even after a positive result. Currency hedging and attractive investment targets are the focus, says Kewpie investment director.

Japan's Kewpie Pension Fund to focus on equities and fixed income