A growing number of investors in the region are using climate-aligned allocation strategies, but they could do more. Few set environmental standards in mandates, for instance.
Yields on high-yield bonds have never been lower, but they retain a substantial share of fixed income portfolios. We asked investment experts how they are approaching these assets.
The new US president's focus on diplomacy and multilateralism could benefit emerging market equities and it could place a broader array of pressure on China.
Asset owners and managers are being drawn to private credit investments in China and India, but also other areas. However, Asia presents unique risk challenges too.
Climate risk could lead real estate values to fall 1% per annum. Some of Australia's leading asset owners and several fund managers have developed measures to mitigate this risk.
Rocketing tech valuations are putting pressure on private equity funds, so investors should consider more unpopular sectors such as financials, says Helen Zhu of Nan Fung Trinity.