The challenging fundraising backdrop is seen as an opportunity to reset amid plans to lift exposure to areas like growth equity and venture capital, a Cambridge Associates survey finds.
Hans Poulsen
Asian investors lack exposure in alternative investments, according to a recent PGIM Investments study.
Although the Japanese state pension fund is curious about newer investment classes, more developments are required before they become relevant to its investing, its CIO says.
With rate cuts in sight for the second half, asset managers outline top fixed income strategies to navigate the shifting policy landscape.
The Korean sovereign wealth fund sees value in continuation vehicles within the private equity space, while it expands venture capital exposure in specific sectors.
The new fund’s progressive diversification approach is paying off with a 10% annual return, as it completes portfolio build-out and shifts focus to optimisation, its co-CIO tells AsianInvestor.
The implications of Japan’s aging, declining population are misunderstood, catalysing a promising economic outlook that has one veteran investor and author wishing he was 23 again.
Asset managers assess the impact of elections in the UK and France on markets and investment opportunities from institutional investors in Asia.
The Japanese state pension fund can dismiss its dethronement as the world’s largest asset owner, as relative rankings are immaterial to its marathon mission of delivering long-term returns.
New regulatory frameworks are driving the insurers’ tilt towards alternative investments.
The Japanese state pension fund beats the market with record gains, as its active management push on equities picks up steam.
As the classical stock-bond correlation has gone, Korean pension funds and insurers are scrambling for ways to safeguard portfolios and deliver performance.