Asian institutional investors were generally more optimistic about post-pandemic economic recovery but only 33% were confident about achieving their short-term objectives.
AustralianSuper, Aware Super and Cbus continue to be optimistic about equity returns after posting their best performance in decades, even as half of Australia goes under lockdown.
Chief investment officer Sue Brake says the Australian sovereign wealth fund is eyeing private markets as it navigates a way through the 'new paradigm' left in the wake of Covid.
Chinese assets and illiquid alternatives such as real estate are expected to be focuses for sovereign investors in the coming years, according to Invesco.
Some correction can generally be expected, but dividend-yielding sectors such as financials and healthcare hold opportunities in the near future, experts say.
ESG has increasingly been ingrained into asset owners' investment policies, including the external fund managers they hire, according to institutional investor executives.