Understanding the relationship between asset prices and inflation is more crucial than ever for investors, but using data from the last decade to calculate asset correlation may not be wise, said HSBC Life’s CIO.
Insurers
The Chinese life insurer's investment chief is positive about the long-term stock performance of Chinese state-owned enterprises under a 'valuation system with Chinese characteristics'.
High-quality ESG data is in demand, but frustration and impatience with the investment industry’s lacklustre solutions have nudged many to spearhead their own efforts.
Investors expecting the Federal Reserve to soon begin cutting rates appear overly optimistic, according to HSBC Life's chief investment officer.
Manulife China JV CEO joins HSBC; AustralianSuper adds to equity team: Morgan Stanley IM appoints Asia head; Sung Hung Kai & Co adds PE head from Mirae Asset; Matthews Asia hires new regional head; and more.
Incomprehensive data is a major challenge for investors when it comes to integrating and measuring ESG, but improvements are already happening, delegates heard at AsianInvestor’s Asia Investment Summit in Hong Kong.
Evolving regulations will influence future investment patterns as will a recent taxation change, according to Rahul Bhuskute of Bhartl AXA Life Insurance.
After more than a decade of steady growth and returns, institutional investors now have to navigate a high interest rate environment and adapt to new market realities.
The investment chief of the Chinese life insurance giant shares how he understands China's policy-driven market by reading between the lines from public remarks made by policymakers.
Although ESG-related investments are facing headwinds in the US, it could ultimately serve to strengthen the integration of the factors into asset management, delegates heard at AsianInvestor’s Asia Investment Summit in Hong Kong.
Ravi Menon gets another term with MAS; Prudential HK promotes Carrie Fu; FWD Group CFO to leave; Generali Vietnam appoints acting CEO; Franklin Templeton hires from BlackRock; and more.
A long period with a struggling yen against the US dollar creates a challenge that the insurance companies seek to tackle, as risk concerns make overseas diversification necessary.
