Market Views: Has Covid-19 popped commercial property's appeal?
The pandemic and lockdowns have raised vacancy rates in Asian commercial property. Is now a time to invest, or will valuations fall further? AsianInvestor asked several experts.
Fund Managers
Veterans’ views: John Lim of ARA AM on evolving property investing
AsianInvestor spoke with real estate investing guru John Lim on how the region has changed for investing, and the ignorance with which many overseas managers still look at Asia.
Market Views: How will the US election affect EM stocks?
Asian emerging markets are experiencing volatility even before the US presidential election in November. Five experts discussed how a Trump or Biden win could affect EM equities.
Veterans’ views: GSAM’s Sheila Patel on building investing consistency
AsianInvestor gained the views of GSAM chairman Sheila Patel on how Asian investing has changed, and why she hopes to see more definitive investment flows into the region.
Veterans’ views: Mark Browning on evolving fund management
AsianInvestor spoke to Mark Browning, head of Asia for Franklin Templeton, shortly before his departure from the fund house, about how fund management has changed in 20 years.
Market Views: How a Trump win impacts US and Asian bonds
The surprise election of Donald Trump caused a wave of widening, tightening and widening of 10-year Treasuries. Will his re-election be a boon for bonds? Four experts offer their views.
Asset owners weigh more inhousing over poor performance
The poor performance of several active fund strategies such as value funds and alternative risk premia have led more investors to consider inhousing more of their investing resources.
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Fund managers get more bullish on equities and economy
Global managers believe the economy will improve, but are diversifying their stocks over rising concerns about tech values, said the latest BoA Merrill Global Fund Manager Survey.
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How low rates are constraining ESG divestment efforts
Low interest rates and rampant liquidity are offering companies more financing sources – and limiting the ability of ESG-conscious investors to influence them via divestment.
New rules to raise China’s insurance AM product flow
The Chinese financial regulator eased the rules around insurance asset management products, which should hasten their issuance and raise their appeal with other investors.
China’s talk of dumping US debt “not a serious threat”
Beijing is seen as highly unlikely to rush to offload US Treasuries for a number of reasons, despite mounting tensions between the US and China.
Market Views: How would a Biden win affect equities?
Should Joe Biden defeat Donald Trump in November to become the next US president, what will be the impact on US and Asian stocks? Six investment experts share their insights.
MPF providers set to launch post-retirement solutions
The MPFA is approving fund houses that will be introducing investment products for post retirement, while making other efforts to improve the pension system.
Eaton Vance’s Asia head Rob White resigns
The US fund house’s president and de facto head of client coverage for Asia is returning to his native UK for personal reasons, having built out the regional business.
Aberdeen Standard’s Hugh Young on merger challenges
The UK asset manager’s Asia chief reflects on the merger of Aberdeen Asset Management and Standard Life and on fund industry consolidation in general.
Market views: how Abe’s departure impacts Japanese assets
The future of Abenomics, the Japanese prime minister's eponymous policies, have been cast into doubt after his resignation on August 28. What does this mean for local assets?
Market Views: Will anything derail the tech stock surge?
With Covid-19 driving technology share prices to record levels, even the threat of tighter regulation in the US has had little impact on valuations in the sector.
Why Asia’s instos are looking to upgrade their tech
Asset owners in Asia have exhibited varying degrees of using technology solutions in their middle and back office operations, but looming regulations could accelerate such adoption.
Asia’s $4tr funding gap luring private debt investors
A new report from the Alternative Credit Council – backed by industry experts – sets out the investment opportunities and obstacles posed by the region's private credit markets.
Three-quarters of Apac investors say gender diversity improves performance
A new survey on gender equality by CFA Institute found that 74% of respondents feel that better diversity improves investment outcomes.
