The insurer intends to source alpha by investing more in alternative assets, and is particularly looking buy up prime office properties in European cities as their prices fall further.
The poor performance of several active fund strategies such as value funds and alternative risk premia have led more investors to consider inhousing more of their investing resources.
The reinsurance company benefited from a surge in equity prices from late March, only to shift one-fifth of its portfolio into defensive, short-term gilts in August. Its CIO explains why.
The firm's director of asset management sees Asian debt as a good post-Covid opportunistic play, but Spanish insurer Mapfre is put off by weakening Asian currencies.
Indonesia's two year-old hajj savings fund wants to invest 70% of its assets outside of bank deposits by 2021; it's at 64% today. Its CIO tells AsianInvestor how it plans to do it.
Despite growing scepticism about the performance of alternative risk premia across the world, advocates argue the asset class still has a role to play in portfolios.