Selective opportunities seen in Japanese equities in 2022
Global investors are advised to look selectively at Japanese equities as the country recovers from lockdown and continues to improve corporate governance.
Dividend payouts likely to rise in Asia-Pacific region in 2022
IHS Markit research points to better dividends but a lower payout ratio.
Weekly investor roundup: Sun Life weighs second ESG fund in HK; Korea's NPS reduces domestic equity allocation
Sun Life considers launching second ESG fund in Hong Kong as it banks on the growing theme; NPS lowers exposure to large-cap and other domestic shares; Temasek's Vertex Technology Acquisition Corporation becomes first special purpose acquisition company on the Singapore Exchange; and more
Three core – and three contrarian – Asia Pacific real estate investment strategies for 2022
CBRE’s Greg Hyland, head of capital markets in Asia Pacific, and Dr Henry Chin, global head of investor thought leadership and head of research in Asia Pacific, believe 2022 will herald a record year in terms of investment volume for commercial real estate in the region.
Three core – and three contrarian – Asia Pacific real estate investment strategies for 2022
CBRE’s Greg Hyland, head of capital markets in Asia Pacific, and Dr Henry Chin, global head of investor thought leadership and head of research in Asia Pacific, believe 2022 will herald a record year in terms of investment volume for commercial real estate in the region.
Investors eye commercial property and logistics assets in Japan, Korea and Australia
Omicron may have put the bite into the property sector, but commercial property in Asia Pacific is defying the odds in a challenging sector, says a CBRE report.
Weekly roundup of people news, Jan 21
Korea Teachers' Credit Union appoints new CIO; AIA Singapore hired ESG head from UOB; Ping An confirms appointment of Benjamin Deng as CIO; Australian Unity hires first head of responsible investment; AMP has new head of portfolio management for multi-assets, Robeco hires Asia fixed income head; Haitong makes three new appointments for institutional clients business; and more.
There’s always an alternative: The CIO who overhauled a $15 billion pension portfolio
After two tenures, AsianInvestor's 2021 Standout CIO Jang Dong-hun looks back on the past six years at Korea's Poba with satisfaction.
Market Views: China GDP expands 8.1%, but downward trend expected
Risks including property downturn and ongoing pandemic make for difficult investment decisions.
Institutional investors with long-term focus can afford to take more risks: Commonwealth Super Corp
As a pioneer in the Australian super space, CSC continues to focus on core objectives while taking calculated risks in an uncertain macro-economic environment.
AsianInvestor Asset Management Awards 2022 open for entries
The Asset Management Awards seek to recognise outstanding achievements among Asia Pacific-based fund and asset managers. Entries are open from now until March 4, 6pm HKT.
Partner Insights
Slower, but still pretty fast: what to expect in 2022
Nuveen’s Simon England-Brammer discusses the firm’s investment outlook, identifying the opportunities and risks across a range of asset classes.
Insurance outlook 2022: three transition year themes – inflation, capital, ESG
The Covid-19 crisis has galvanised the global insurance industry in many ways and has forced insurers to reassess all aspects of their business. Asia is no different from the rest of the world in this regard, according to Max Davies, insurance strategist at Wellington Management, based in Hong Kong.
Selecting the winning themes in private equity
Even amid the turmoil of the global pandemic, private equity (PE) attracted capital inflows. Both 2020 and 2021 were strong years in performance. Why, when investors face so many challenges, has PE stayed so robust, ask Schroders’ experts.
Beyond Profit: Making natural capital matter
With sustainability so integral to allocation decisions for asset owners across Asia, what is the value of 'natural capital' to portfolios? Schroders believes that understanding - and embracing - this amid the ongoing changes to the climate, physical environment and biodiversity is key to avoiding nature-related financial risks.
Unleashing the power of numbers on climate fight
Four key environmental themes at COP26 are expounded with the support of data, demonstrating the importance of statistical insights in the battle against climate change.
How Nuveen maps out an alternative path to diversified returns
Income-oriented investors need higher yields and diversification – yet with manageable levels of risk. In the search for solutions, Simon England-Brammer of Nuveen outlines the potential for non-traditional assets in the portfolios of Asia Pacific asset owners today.
Investing in energy transition across Asian EMs
The renewable energy sector is undergoing rapid developments amid climate crisis. What are the investment opportunities and challenges that exist in the energy transition in India and Southeast Asia?
The Hong Kong dollar bond market - investing for transition and the future
As investors continue to focus on yield and quality in their bond exposure, several market trends bode well for boosting allocations to Hong Kong dollar (HKD) issuance, according to HSBC Asset Management (HSBC AM).
The top tech trends to drive returns in 2022
From machine learning and robotics to 5G and cybersecurity, investors are eyeing the next big tech-led themes to shape their portfolio allocations. To shed light on the trends to watch, speakers from Nasdaq, China Asset Management and Cathay Securities identify new opportunities – and how to access them.
Asia outlook 2022: Investing in a climate of change
Over the next 12 months, investors in Asia will likely contend with a fast-moving investment landscape shaped by China’s increasing focus on sustainability alongside the tenor of macroeconomic policies and the path of inflation. PineBridge Investments’ specialists offer their views on what investors can expect in 2022 and the opportunities arising from this confluence of changes.
In-depth
Biodiversity loss - the next big challenge for investors
Nature loss across Asia will profoundly damage economic activities that rely on natural capital, according to several recent studies. Investors need to act.
Alibaba Tsai's family office keeps watching brief on ESG, HK Spacs
The family office of Alibaba's co-founder likes to do its own hands-on due diligence and favours deals that can make a difference, rather than investments for the sake of ESG.
Exclusive: State Street to mandate TCFD alignment and 30% gender diversity
Companies in major indices across developed markets will be expected to issue climate-related disclosures and have a third of their boards comprise women by 2023.
ESG outlook 2022: investors seek better disclosure for thematic investing
Asia continues to lag other regions for integrating ESG principles with investing; better data and stronger regulatory requirements will help institutional investors, market observers say.
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ESG outlook 2022: investors seek better disclosure for thematic investing
Asia continues to lag other regions for integrating ESG principles with investing; better data and stronger regulatory requirements will help institutional investors, market observers say.
Weekly roundup of people news, Jan 14
China Life names Yuan Changqing as acting chairman; Future Super hires operations chief; China Life Franklin Asset Management CIO and deputy CEO leave; Willis Towers Watson has hired Kameswara Natakusumah as head of Indonesia; Prudential hires ex-Apac CEO for Allianz George David Sartorel as a non-executive director; Manulife IM hires into multi-asset solutions team in Asia; PineBridge Investments hires from BNY Mellon IM; and more.
Exclusive: State Street to mandate TCFD alignment and 30% gender diversity
Companies in major indices across developed markets will be expected to issue climate-related disclosures and have a third of their boards comprise women by 2023.
Allianz targets Chinese real assets despite Evergrande
Despite Evergrande's woes, Allianz is still bullish on Chinese property and infrastructure, although it has slowed down its investment process.
There’s always an alternative: The CIO who overhauled a $15 billion pension portfolio
After two tenures, AsianInvestor's 2021 Standout CIO Jang Dong-hun looks back on the past six years at Korea's Poba with satisfaction.
Asset owners admit much work ahead for net zero transition plans
Case studies featuring global institutional investors’ best practices for setting climate action plans aim to encourage more to follow in their footsteps.
Omicron travel restrictions set to cast a pall over Hong Kong's economy
The city’s role as a regional financial hub is further at risk in the latest move to ban international arrivals from several G7 economies.
How alternatives help Brunei's sovereign wealth fund bridge returns gap amid Covid pandemic
Asset owners can boost returns through alternative allocation, the head of alternatives at the Brunei Investment Agency says, as she takes on an expanded role.
Weekly roundup of people news, Jan 21
Korea Teachers' Credit Union appoints new CIO; AIA Singapore hired ESG head from UOB; Ping An confirms appointment of Benjamin Deng as CIO; Australian Unity hires first head of responsible investment; AMP has new head of portfolio management for multi-assets, Robeco hires Asia fixed income head; Haitong makes three new appointments for institutional clients business; and more.
70 firms, financial institutions call for UN treaty against plastic pollution
Signatories are advocating for a robust policy on plastic pollution amid concerns that states would support a less ambitious mandate.