Market Views: How will the bond rout affect allocations?
A mass US Treasury bond sell-off last week sparked volatility in markets. We asked investment experts how this might be impacting asset owners' investment plans.
Fund Managers
Asia asset owners urged to push for climate improvement
A growing number of investors in the region are using climate-aligned allocation strategies, but they could do more. Few set environmental standards in mandates, for instance.
Gender lens investing struggles to take off in Asia
Danish pension plan PBU may have backed a Southeast Asia women-focused fund for commercial reasons, but it is in a small minority of asset owners making such investments.
Canada Life hires Asia equity manager, underweights China
The new recruit at the UK asset management unit of Canada’s Great-West Life expects Southeast Asian stocks to catch up with their North Asian peers soon enough.
Year of the Ox outlook: Will there be multiple fund house mega-mergers?
With asset managers' profit margins increasingly under pressure as fees fall and costs and client expectations rise, more industry consolidation is surely coming. But how quickly?
Market Views: Are US high yield bonds still appealing?
Yields on high-yield bonds have never been lower, but they retain a substantial share of fixed income portfolios. We asked investment experts how they are approaching these assets.
Year of the Ox Outlook: Will the Tokyo Olympics happen?
With parts of Japan under a state of emergency due to the virus, the prospect of the games being cancelled remains. However, officials are confident the event will go ahead.
Further QDII quota easing unlikely to entice China insurers
The easing measures could favor equities in Hong Kong and the US while insurers still see hurdles in offshore exposure.
Year of the Ox outlook: Will 2021 be the year for ESG?
For the Year of the Ox, AsianInvestor offers predictions on some key market developments. Today: Will ESG greatly shift asset owners' investing approaches?
Asset Management Awards 2021 – request for pitches
AsianInvestor is requesting submissions for its latest Asset Service and Asset Management awards, which will incorporate a panel of industry judges. Read on to learn more.
Year of the Ox outlook: Which alternative asset class will climb most in asset owner portfolios?
For the Year of the Ox, AsianInvestor offers predictions on some key market developments. Today: Which alternative asset class will climb most in asset owner portfolios?
Year of the Ox Outlook: Will cryptos finally gain favour with asset owners?
For the Year of the Ox, AsianInvestor offers predictions on some key market developments. Today: Will cryptocurrencies finally gain favour with asset owners?
Year of the Ox outlook: Will developed markets conquer Covid?
Risk appetite and asset valuations are at record levels in anticipation of a strong global recovery from the pandemic. Is the outlook justified for this lunar year?
Year of the Ox outlook: Will emerging market equities outperform developed market equities?
For the Year of the Ox, AsianInvestor offers predictions on some key market developments. Today: Will emerging market equities outperform developed market equities?
Year of the Ox outlook: Will HK and Shanghai’s bourses break fund-raising records?
For AsianInvestor's latest Year of the Ox outlook, we ask whether Hong Kong or Shanghai bourses could replace Nasdaq as the biggest site of equity fundraising in 2021.
Year of the Ox outlook: Will inflation offer any unpleasant surprises?
Amid a glut of Covid-19 spending and stimulus could the world see sudden price hikes, or will costs remain controlled as the world slowly returns to normal?
Year of the Rat reflections: HK’s financial appeal and the Brexit deal
AsianInvestor concludes revisiting last year's predictions by judging whether our views on Hong Kong's enduring financial strength and assessment of a Brexit deal were correct.
Global investor hunger rising for pan-Asia private credit
Asset owners and managers are being drawn to private credit investments in China and India, but also other areas. However, Asia presents unique risk challenges too.
Foreign investors eager to unearth China’s risky debts
Unable to access China's distressed assets directly, international private debt buyers have tied up with local partners and are building teams to identify opportunities.
Year of the Rat reflections: The spread of AI, and inflation risks
AsianInvestor looks back on our market predictions at the beginning of Year of the Rat, assessing our views on the spread of AI among asset owners and the danger of inflation.
