Investment specialists discuss portfolio positioning at a time when strong growth has left stock valuations looking stretched.
After this autumn's sell-off of emerging market equities, JC de Beaulieu at State Street Global Advisors explains what will drive stocks from here – and where the dangers lie.
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Fidelity International's Asia head retires; Aberdeen Standard PE specialist leaves; Manulife AM's Asia wealth and AM chief exits; LaSalle IM's strategic partnerships head to leave and more.
First State's Asia MD leaves; Aviva Investors hires Asia insto head; Investec AM's Asia adviser head leaving; AB building China team; Schroders hires China bond manager and more.
New asset allocation rules and staffing requirements have been set out for life insurers engaging in the annuities business, as well as fund houses seeking to manage such funds.
A senior executive will switch from Eastspring Investments, part of UK-based Prudential, to replace Paul Wilson as insurers in Asia look to develop their offerings for wealthy clients.
The $151 billion pension fund’s CIO explains the rationale behind big changes in areas such as investment insourcing and equities allocation.
The Malaysian pension fund expects to raise its overseas exposure partly through raising private market investments, its CEO told delegates at AsianInvestor's forum in Kuala Lumpur.
EPF, Prudential Malaysia and Axa Affin Life are adopting ESG principles in different ways, ranging from exclusionary screening to sustainable investing, delegates heard at an AI forum.
Sovereign wealth and state pension fund allocations to alternatives have doubled since 2013, but crowded markets will make it harder to hit return targets, Invesco's industry report shows.
By including Formosa bonds as overseas investments, the island's financial regulator could put limits on life insurer buying in order to encourage more investment at home.
The Singapore state investor is steadily expanding its North America portfolio and has opened a third US office, in Washington, DC. But it may slow its pace of deal-making globally.