Equities

The British insurer remains bullish on its private pension business in China while keeping a close eye on the US and global inflation for its investment portfolio.

The Fed’s rate pivot will change allocation preferences across asset classes and markets worldwide, delegates heard at AsianInvestor’s Insurance Investment Briefing in Singapore.

The Korean pension fund has calibrated its investment strategy to focus on income generation and incorporate private credit into a barbell approach, as it pursues five key investment themes for 2024, its CIO tells AsianInvestor.

As the property sector wanes, a bottom-up and selective strategy is crucial for alpha generation. Investors may also need to abandon expectations of a broad-based rescue plan.

The diversification of active managers and a heightened focus on portfolio rebalancing are contributing factors to the steady performance of Japan's state pension fund, its CIO tells AsianInvestor.

The Chinese insurance giant eyes a boost to its overseas assets when the long-awaited US monetary easing begins.

For Japanese pension funds, the lack of relevant products in India’s stock market and growing economy poses a challenge, its CIO tells AsianInvestor.

A record $6.22 trillion is parked in US money market funds, mostly from institutional investors. As the Fed starts rate cuts, fund managers predict where the cash will flow.

Despite US and European investors scaling back, global interest in Chinese stocks persists, with allocators from Southeast Asia, the Middle East, and other markets looking for stronger signals to increase their exposure.

QBE Insurance Group is adapting its investment portfolio towards higher risk assets, with significant moves into private credit and infrastructure.

Despite growing market interest, asset owners have minimal exposure to businesses and projects driving positive marine conservation impacts due to a lack of scalable opportunities.

Positive returns allow the fund to enhance efforts in evolving its portfolio, and active mandates are a major focus, its co-CIO tells AsianInvestor.