The leveraged loans market is a growing cause of concern, says Paul Carrett, and rising rates will prompt investors to become more selective about credit in general.
The increase in exposure will mainly be driven by heavier co-investments in the region and by adding more country-focused managers.
Five industry specialists give their take on the outlook for private equity, private debt, infrastructure and hedge funds for the next 12 months.
The logistics sector is one of the hottest in Asia and the Canadian pension fund is steadily ramping up its focus in this area, says a senior executive of the firm.
The CIO of Prudential Corporation Asia explains to AsianInvestor why he is looking to add alternative assets and wants fund houses to embody ESG when investing.
The family office believes that it's easier to use environmental, social and governance principles to invest in emerging markets, as it can better support sustainable development.
The $941 billion sovereign wealth fund's president also said CIC will continue to raise exposure in alternatives while cautious about the investment outlook.
Australian report highlights superannuation industry flaws; CapitalLand acquires Ascendas, China doubles QFII quota limit; Korea's NPS sets up stewardship division, and more.
The Asian insurance giant has named a well-known industry figure to the role previously held by Benjamin Deng, adding to a list of recent investment staff changes in the sector.
The Hong Kong-based family office is a relative rarity, in that it is encouraging both impact and sustainability-themed investing across its portfolio. It hopes to see more.
The recently set up C$62 billion public-sector fund manager plans to double its investment team, insource most assets and do more direct deals, says CIO Jean Michel.
Hostplus is using the youth of its investors to make heavy bets in illiquid assets. Deputy CIO Greg Clerk explained how to AsianInvestor.
Taiwan will soon have its first ESG ETF and pension funds could be the likeliest target market.
Fitch Ratings will use a new system to study ESG factors for credit ratings, while Moody's warns environmental risks may cause $2.2 trillion of debt downgrades across 11 sectors.
The world’s largest pension fund has introduced AI to help it better scrutinise its asset managers. That will force them to raise their game too.
Global investors are developing increasingly complicated portfolios, which are causing them to both add investment staff and new asset classes, according to a survey by bfinance.
The complex challenges that insurance companies face in managing their assets are seen hindering them from using outsourced chief investment officers.
The Hong Kong group has appointed Willis Towers Watson as an outsourced chief investment officer to invest its pension funds, sources familiar with the arrangement say.
The Thai pension fund's move is part of a growing trend for Asian institutions to adopt ESG practices across their investment portfolios.
Some insurance firms are shifting money from pooled funds into separate accounts to dampen the higher profit-and-loss volatility expected to result from a new reporting standard.