Private credit might be less attractive than it was last year as investors rush into the market, but there are sweet spots to be found.
In the new role, he will report to Akihito Watanabe, NomuraÆs head of global research and will be assigned with leading its Asia research division and its team expansion. Currently Nomura has 30 analysts around the region and plans to boost this number by approximately a third in the coming months.
He crosses to Nomura from BNP Paribas Peregrine in Hong Kong where he was regional head of country research, working with the firm from 2004. Prior to this role, he was deputy global head of research at ABN AMRO in London and was employed by the Dutch bank between 1997-2003.
Callaghan takes on the role after the recent transfer of Morikawa Kimitaka. Although MorikawaÆs new role at Nomura in Japan has yet to be announced, it is understood that the bank will reveal this in late June.
Regional transactions are bouncing back to pre-Covid levels, but experts caution that each geography requires a different investment strategy.
The run-up to the COP26 meeting in Glasgow provides an opportunity for governments to take stronger leadership on the climate crisis as scepticism over green financing escalates.
The asset allocation of Indonesian pension funds showed a flight to safety last year, but did fear outweigh the numbers? Some experts argue, in the light of local equities, for staying the course.
As more multi-asset portfolios integrate sustainability, such portfolios’ ability to navigate short-term swings in performance is enhanced without sacrificing longer term returns, says Schroders’ Jason Yu. In this Beyond Profit series, the firm explores both investing in sustainability-driven sectors and incorporating ESG considerations in the investment process.