India is one of the best investment markets right now, the CIO of an insurance company told AsianInvestor.
Fixed Income
China was the region’s most favoured real estate market in 2023 for Asian institutions but could end 2024 as its most shunned.
As the relatively new asset owner reaches $70 billion in AUM, the portfolio will gradually focus more on active investments, its co-CIO says.
The insurer is assessing an active Chinese equity mandate to capture alpha return by selecting sectors, industries, and companies.
The city-state's drive to become a regional hub for alternative assets over the past few years has encouraged interest from new kinds of investors and led to evolving products.
Investment flows into sustainable funds and actively managed funds in Asia reveal a region at a crossroads of growth and adaptation, according to research from Morningstar.
Agnes Sng, head of investment funds advisory for Asia, BNP Paribas Wealth Management discusses fund selection, red flags and investor appetite for different types of funds.
There are cautiously optimistic expectations that inflation will decline and the Fed's rate hike cycle has peaked. That opens up opportunities for emerging market bonds to shine, according to some investment managers.
Beset by a lacklustre equity market, Indonesia's relatively buoyant bond market has become practically the only option for its yield-hungry domestic investors.
Karen Tan, head of investment solutions and managed solutions, Asia, at Pictet Wealth Management discusses current selection trends and how client preferences have evolved in recent months.
Higher interest rates make cash more attractive for risk-averse asset owners, but fund managers argue other assets may merit consideration.
Strategic gains to be made from the current interest rate environment as well as duration matching benefits, investment heads say.