China equities outlook – 2021 and beyond
In partnership with Southern Asset Management, AsianInvestor spoke to industry leaders about what the future holds for China equities in the coming year and beyond. Here are some key highlights.
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Family offices taking ESG into their own hands as regulators play catch up
Asia Pacific's family offices are a nimble bunch and never more so than when it comes to ESG where they're already proving to be ahead of the regulators.
Norway pension fund’s TCM exclusion highlights ESG balancing act
Norges Bank Investment Management added four prominent traditional Chinese medicine (TCM) firms to its exclusion list but has also been increasing its emerging market exposure.
Weekly roundup of people news, Oct 15
Aware Super appoints deputy CIO and head of governance; AustralianSuper promotes chief risk officer to replace Paul Schroder; Raffles Family Office adds two new roles to independent advisory board; Amundi appoints South Asia CEO; Barclays names China chief executive; Zico hires head of advisory in Singapore; Capital Group names head of HK client group; and more
Transition funding opens ESG opportunities in Asia’s emerging markets
Responsible investing includes allocating to poor-ESG performing EM countries and helping them shift to greener solutions, instead of divesting completely, experts said.
Politics plays a role in GPIF’s rejection of Chinese Govt Bonds
Experts believe the Japanese pension fund’s decision will have limited impact on global investors’ appetite for China sovereign papers, and any impact would be felt more in Japan’s public sector.
Beyond Profit: How a multi-asset lens helps achieve returns alongside creating positive impact
As more multi-asset portfolios integrate sustainability, such portfolios’ ability to navigate short-term swings in performance is enhanced without sacrificing longer term returns, says Schroders’ Jason Yu. In this Beyond Profit series, the firm explores both investing in sustainability-driven sectors and incorporating ESG considerations in the investment process.
Asian investors growing more doubtful over ESG: survey
Corruption risks and the lack of opportunities are not helping Asian investors overcome their doubts about the value of ESG metrics
ESG-friendly crypto emerging as institutional demand surges
With increasing demand from professional and institutional investors for ESG-friendly crypto products, a number of purely blockchain-focused venture capitalist funds and hedge funds have emerged in the markets.
Asia Pacific investors prefer active thematic investing, seek external experts
Nearly 50% of institutional investors and family offices in Asia Pacific intend to increase the number of external managers for their thematic investments in equities over the next 12 months.
Weekly roundup of people news, Oct 8
Equip and Catholic Super appoints Andrew Howard as CIO from Hostplus; Korea Police Pension Fund to name new CIO after year-long vacancy; Willis Towers Watson expands Asia investments team by a third; Capital Group appoints ESG director for Europe and Asia; Columbia Threadneedle opens Japan office; and more.