Demand signals from pension pools and insurers are key to unlocking Asia’s transition finance market as allocators move beyond niche ESG strategies towards comprehensive portfolio decarbonisation.
The Australian pension fund has built its largest overweight position in the Japanese yen in years as it bets the Bank of Japan will hike rates faster than markets expect.
High foreign currency hedging costs and rising local interest rates are driving Japanese defined benefit funds back toward domestic bonds, general accounts and active manager restructuring.
With both cities sharpening their competitive edge, AsianInvestor asked experts how they are navigating new tax breaks, hedge fund incentives and visa tracks.