Asia investment grade (IG) credit should benefit from both the end of the US hiking cycle and potential global economic slowdown, with structural demand likely from burgeoning investor interest, explains Omar Slim, co-head of Asia ex-Japan fixed income at PineBridge Investments.
Investors in search of diversified performance and income amid today’s volatile market are seeing the potential benefits of dividend index strategies of different types, says Jason Ye, director of factors and thematics indices in APAC at S&P Dow Jones Indices (S&P DJI).
Strong credit fundamentals across Asia are expected to continue to bode well in 2024 but selectivity remains key. PineBridge’s co-heads of Asia ex Japan fixed income, Omar Slim and Andy Suen, share their convictions for Asia investment grade and high yield this year.
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.
The rapid growth of private credit as an asset class in the US and Europe reflects attractive investment characteristics that could make it well-suited to address recent macro challenges, says Randy Schwimmer, senior managing director and co-head of senior lending at Churchill from Nuveen, and Mattis Poetter, co-chief investment officer of Arcmont from Nuveen.
As Asia Pacific insurance companies increasingly recognise the importance of assessing climate risk across all aspects of the business, MSCI believes they need a three-pronged approach: measure and manage climate risks, pursue sustainability goals, and tap potential growth opportunities presented by climate change.
Projections of weaker US growth in 2024 coupled with a robust economic outlook for Asia bode well for more active and diverse portfolios, including quality and safe-haven assets, according to a recent AsianInvestor webinar, in conjunction with State Street Global Advisors.
APAC may have arrived slightly late when it comes to automated trading, but now a wide variety of market participants including hedge funds and sovereign wealth funds are taking advantage of the speed, convenience and time saved.
Most asset classes offer opportunities to make an impact, but getting started can be daunting, explains Sarah Wilson, head of ESG integration at Nuveen.
Megatrends such as climate change create commercial opportunities for companies with well-adapted business models, but risks for others, making such trends central to the thematic and impact investing strategies of Pictet Asset Management.