SIX THEMES, FIVE YEARS, ONE OUTLOOK: How Asian investors can get the most out of their portfolios over the next five years
The uncertainty of the world's economy and geopolitics leaves Asian institutional investors with many uncertainties, as they ponder how best to strategically and tactically prepare their portfolios.
Northern Trust has identified six megatrends or themes that it believes will be among the most dominant over the coming five years, and which investors should take stock of as they consider their investment plans.
From concerns over high valuations to a persistent lack of inflation and a longstanding level of tension between the US and China, the world is set to become a more complicated place to navigate over the coming years.
SOLVING THE DATA DILEMMA: Why are data management projects in Asia Pacific failing to deliver value?
Organizations in Asia Pacific are starting to spend more on cleaning up their data to maximize its value. Doing so is now critical as portfolios in the region are becoming more complex and diversified, which raises the risk of unintended exposures.
The data that organisations generate can offer unique intelligence to help them make better investment decisions. But it is only useful if it can be properly identified and managed within appropriate infrastructure. There are also costs associated with data management, so decisions need to be made over its storage and control.
Liquidity is generally absent when you need it most. And with liquidity risk becoming a bigger issue in bond markets, in particular since the 2008 crisis, institutional investors in the Asia-Pacific region believe lower market liquidity is a secular shift necessitating a new investment approach.