Why HK stocks are attracting Chinese, global asset owners
The Hong Kong-listed shares of mainland companies should receive more interest as Chinese pensions and global investors seek to benefit from relatively low valuations.
Asset Owners
Aviva Singlife appoints group CIO after merger
Kim Rosenkilde has been appointed group chief investment officer at the Singapore arm of the British insurance company after a $2 billion merger with a fintech firm.
Dai-ichi Life takes the wheel in Japan’s drive for ESG
Dai-ichi Life has set concrete ESG goals and made impact investments regularly, while Japan is seen leading other Asian markets when it comes to ESG.
Insto roundup: Indonesia aims for $200b AUM for SWF; Mitsui Sumitomo launches $4.6b M&A fund
AUSfund to close; Michelle Boucher shifts from Cbus to First Super; Adia and CDPQ become anchor investors into Indian property developer Macrotech; Indonesia's president sets $200b size for new sovereign wealth fund; Mitsui Sumitomo Insurance to invest $4.55b via new M&A fund; Netherlands' PGGM commis A$350m to Australian property fund and more.
Allianz planning private credit investing expansion in India
The German insurer's recent investment in Kotak’s real estate debt platform is the latest sign that global asset owners are continuing to eye Indian private credit strategies.
Archegos debacle highlights risk for next-gen investors
The financial meltdown of the family office has highlighted a need for greater risk control and a more cautious approach to portfolio diversification among its peers.
Risk asset flow to continue but no sign of bubble: report
Sovereign wealth funds and institutional investors are still holding 20% cash in their portfolios, suggesting more capital deployment to risk assets, a new report finds
Why green infrastructure needs innovative finance to thrive
De-risking and green securitisation will help unlock much-needed institutional capital for sustainable infrastructure projects in Asia, say executives at multilateral development banks.
Insto roundup: NZ Super adds three new exec roles; Thailand preps new pension fund
Spirit Super's chairwoman criticises 'pseudo-mergers'; India's NIIF investes $286m into hospital chain; Indonesia's new sovereign wealth fund commits to avoiding 1MDB's corruption problems; New Zealand Super appoints people for three newly created executive roles; Thailand's government prepares new pension fund for launch and more.
Prudential names new head of Hong Kong investments
The life insurer has promoted Fanda Ho to replace Ben Rudd, who recently moved to a new internal role.
KIC aims to scale up tech investing with San Francisco office
The Korean sovereign wealth fund is joining hands with Hyundai Heavy Industries to better sniff out and assess new technology investments in the US.
Why asset owners aren't investing in Asian infrastructure
A range of issues prevent pension funds and insurers from fully embracing opportunities in infrastructure. A closer alignment of interests would help plug the gap, say regional players.
Investors face balancing act as China bonds join FTSE index
The index provider's plans to add China's government bonds into a key index will force investors to weigh decent yields against political risks and market constraints.
How Australia’s super fund mergers can create deeper portfolios
Australia's superannuation industry will soon comprise four to five A$200 billion megafunds, with room for a few smaller, niche funds, experts say.
Fubon Life to add Taiwan stocks and real estate
The country's second-largest life insurer plans a higher allocation to domestic equities and real estate assets. It also intends to focus its attention on US debt.
Canadian pension funds step up Asia recruitment drive
CPPIB, Omers and OTPP are busy hiring in the region for investment talent in credit, real assets and particularly equities. Omers is also planning to add office space in Singapore.
Foreign insurers to focus on adding market share in China
Offshore life insurance companies are set to grow their businesses inside the country but will need to consider new national security issues and potential joint-venture disagreements.
Korea’s NPS resists pressure to raise local stock investments
The third-largest pension fund in the world is still planning to reduce domestic equities despite calls from retail investors for it to support local stock prices.
Temasek targets more impact investing after Leapfrog stake
The Singapore state fund recently bought into impact investing specialist LeapFrog, and is eyeing more investments that combine strong financial returns with a positive social effect.
Insto roundup: UAE to give Indonesia's new fund $10b; KIC opens San Francisco office
Australia's Future Fund sees three senior executives leave; Australia Post Super discusses potential merger with Sunsuper; Indonesia's new sovereign wealth fund to get $10b from the United Arab Emirates; Dai-ichi Life invests $4.6m in immunotherapy startup; KIC of Korea opens San Francisco office; Vertex Holdings of Temasek looking to raise $800m; and more.
