Despite economic anxiety, it’s possible to identify pockets of outperformance, said Jupiter Asset Management’s multi-asset head.
The deputy chief investment officer of Hostplus discussed the superannuation fund's interest in hedge-fundesque investments, as well as raising allocations to infrastructure and property.
The patient, long-term investment approach of leading asset owners should prove a boon this year – provided they practise what they preach.
While the concept of outsourced chief investment officers is new to Asia, there are many asset owners that could be suitable, argue the investment consultants seeking contracts.
Outsourced chief investment officer arrangements are gradually gaining ground in Asia, from a low base. Investment consultants and some fund houses are keen to promote the structure.
The Japanese asset owner registered its largest investment loss in the final three months of 2018. That could prompt the fund to consider greater diversification as it reviews its portfolio.