In a new Quarterly Sentiment Indicator of asset owners, AsianInvestor gathered the views of 36 insurers about their investment outlook and strategy for the coming months.
Warehousing and supply chain assets in Asia are squarely on institutional investors' radar. But they pose their own risks, so must fulfil certain criteria to attract capital.
Asia’s booming logistics sector is attracting asset owners to invest in warehousing and storage facilities, both in established markets and emerging Asia.
Global investors need to better assess how much exposure to get to the country as its financial markets expand. Equities and private assets in particular offer some opportunities.
The deputy chief investment officer of Hostplus discussed the superannuation fund's interest in hedge-fundesque investments, as well as raising allocations to infrastructure and property.
The government needs to raise investor awareness about saving for retirement while rationalising the mandatory provident fund scheme, say industry experts.
The mandatory provident fund scheme needs a wider universe of asset classes to invest in, more fund rationalisation and lower expenses, say industry experts.
The city is not saving anywhere near enough for its workers to retire in comfort. Changes are badly needed, say pension industry specialists.
With so much money piling into unlisted debt, attention is now turning towards what might happen when the credit cycle turns, and what investors can do to tackle liquidity challenges.
Some UK insurers are aggressively raising unlisted credit exposure amid growing concerns about liquidity risk and falling returns. Asian peers should take note.
Jasmine Yu, director of manager research and monitoring at the US firm, explains in detail the various considerations that go behind onboarding a fund on its wealth platform.
Superannuation funds such as Hostplus and First State Super can be considered trailblazers among their peers in the way they are investing in early-stage start-up companies.
Australia’s plodding superannuation funds have begun investing into start-up firms to gain outsized returns. It’s risky, but potentially rewarding.
While the concept of outsourced chief investment officers is new to Asia, there are many asset owners that could be suitable, argue the investment consultants seeking contracts.
Outsourced chief investment officer arrangements are gradually gaining ground in Asia, from a low base. Investment consultants and some fund houses are keen to promote the structure.
The rise of market volatility during 2018 underlined a prevailing weakness among smaller exchange-traded funds: they are not very liquid. That raises their risks amid downturns.
Exchange-traded funds have enjoyed tremendous demand, but as market volatility continues some of these instruments could find their liquidity being tested.
With public markets set to face a challenging 2019, institutional investors will need to stay diversified to protect portfolios. A dynamic approach that blends different styles of investing can help.
The rise of passive investing is facing a new challenge, as financial markets are roiled by volatility. It's causing asset owners and consultants to review these passive allocations.
The family office believes that it's easier to use environmental, social and governance principles to invest in emerging markets, as it can better support sustainable development.