The Taiwanese insurer has welcomed the US rate hike, but is concerned about global uncertainty. It is buying more emerging-market bonds, with the exception of Chinese debt.
More EM fixed income investors are turning to passive approaches as they appreciate the cost-effective and diversified nature of passively managed vehicles such as ETFs, says Matthew J. Arnold of SSGA.
Taiwan's $115 billion state pension manager is considering how to raise its foreign smart-beta exposure and will review its emerging-market allocation this year after taking losses on EM debt.
Despite performing very well last year, Asian local-currency debt still has a lot to offer investors looking to diversify away from developed-market government bonds.
We present the third in our series of predictions for the Year of the Rooster. Today: will the Bank of Japan be forced to re-think its 10-year bond yield target?
The Swiss multi-family office is buying more Asian high yield and emerging-market debt despite concerns over a strong dollar, but it is wary of US equities.