Expectations for multiple interest rate cuts by the US Federal Reserve in 2024 have shifted to concerns over a possible additional rate hike. AsianInvestor reached out to asset managers for their current projections.
Hans Poulsen
In this Friday special, a former pension fund executive reveals how studying in the US and participating in a student-managed fund helped to shape his career in investment management.
With significant firepower at their disposal, Asia Pacific's major asset owners are building new skill sets to expand into private debt opportunities and explore real assets beyond primary markets.
The corporate pension fund has low exposure to Japan’s booming stock market, but the portfolio benefited from currency gains abroad, its CIO says.
Asia’s challenging environment for private equity exits is set to fuel demand for the private equity secondaries markets.
Demand for infrastructure debt is experiencing a significant surge, particularly among family offices and asset owners in East Asia and Australia.
The insurance group has a multi-faceted approach when it comes to achieving sustainable objectives in private markets — and this will be a crucial factor for selecting external managers going forward, AIA’s group CIO tells AsianInvestor.
Distinct return preferences make alternatives a preferred asset class for Japanese institutional investors, a survey shows.
Investor assertiveness is shaping more sustainable energy production in the region, the insurance group CIO says.
Asia-based insurers are planning to add more duration risk and credit risk relative to their peers in other regions according to a survey.
Corporate pension fund managers often lack formal investment skills and experience with asset management, says a CIO whose professional profile is a rare case in Japan.
A high interest rate environment could make the US real estate market an attractive option for insurers under Hong Kong’s incoming regulatory regime.