From actively managing currency hedges to diversifying away from crowded carry trades, AsianInvestor looks at how to navigate yen depreciation amid the Bank of Japan’s (BOJ's) shift towards policy normalisation.
Regional assets climbed 14% quarter-on-quarter to $2.7 trillion in the second quarter (Q2) of the year, yet net outflows totaled $63 billion, driven largely by China and Japan, according to a report by Morningstar.
While data centre investments continue to attract significant investor attention, capital is also flowing back this year into sectors such as office, retail and industrial.
China and Hong Kong regulators recently rolled out a number of reforms to speed up market integration, which is prompting investors to rethink allocations.
Cyber threats, the spread of AI and geopolitical tensions are converging to create deeply interconnected risks that are forcing family offices to sharpen their resilience parameters and rethink portfolio design.
State Street has renewed its mandate with Korea’s $1.1 trillion National Pension Service (NPS), backing the fund's global expansion and total portfolio approach (TPA) strategies.
From prioritising short-end carry to diversifying into global high yield and commodities, AsianInvestor looks at how allocators can recalibrate following the US Federal Reserve’s (Fed's) hawkish pause.