While the full impact of the virus remains unclear, it will likely force China to maintain a degree of policy support into the second half of 2020 and possibly beyond.
New corporate fund structures in Hong Kong, Australia and Singapore aim to make these domiciles more attractive to asset managers and investors. In part two of this mini-series, we examine whether asset managers should include them in their fund manufacturing and distribution strategies.
The consensus of returns for most assets is a lot lower than it has been for the last decade. Adapting to this environment will likely push more investors to delegate their investment activities to third parties and hopefully gain an edge.
China’s trading relationship with the US still hangs on a knife edge. It’s safe to assume Trump will employ tactics that increase his chances of being reelected president. If that means escalation, expect stock markets losses in Asia.
MSCI continues to monitor China’s ongoing market reforms as well as what investors are looking for in terms of international best practice.
A quarter of all professionally managed assets incorporate environmental, social and governance (ESG) principles, including climate change, in their considerations. As demand for data grows, indices reducing carbon emissions risk are now more attractive.
In competition with schemes such as UCITS, the development of corporate fund structures in Asia Pacific is providing more options for asset managers to domicile funds. We break down what the new structures mean.
Institutional investors are showing heightened interest in private assets, notably private equity, infrastructure equity, real estate equity and private corporate debt, new research reveals. David Seex, Schroders’ head of alternatives, Asia Pacific explains why.
What will be the dominant market drivers in the global economy next year? Markus Schomer, chief economist of PineBridge Investments, sees a three-way toss-up between macro, policy, and politics.
As we enter the final two months of 2019, State Street Global Advisors thought it would be helpful to evaluate what has been an eventful year so far and its impact on the bond markets.
China’s remarkable consumption and technological trends are the tip of the iceberg; bigger business implications with potential to drive change globally lie out of sight a new report by The Economist Intelligence Unit and commissioned by PineBridge Investments highlights.
Many institutional investors are seriously considering adding fixed income ETFs to their portfolios. Here in our second instalment we continue to dispel some myths about the investment vehicle.
As a new round of monetary easing sets in, Asian bonds are coming into greater focus for their higher yields and diversification benefits. Arthur Lau, head of Asia ex Japan fixed income at PineBridge Investments, says to manage today’s market uncertainty active bond selection matters more than ever.
Schroders SustainEx: A new measure to quantify social and environmental impacts on corporate balance sheets
Andrew Howard, Schroders’ head of sustainable research, shares the thinking behind Schroders’ proprietary model, SustainEx, which provides a way of quantifying companies’ social and environmental impacts, and the risks they face as those externalities become financial costs.
Adopting a credit-risk model based on issuer-specific curves and relevant cluster curves allows asset owners to capture changes in investor sentiment as they occur. This is especially important during turbulent periods such as we face now.
The growth of fixed income ETF instruments has been robust, so it’s of little surprise investors have concerns over the risks entailed. Here we dispel a few myths about the investment vehicle.
The Asian bond market offers refuge with higher yields and stable return but investors need to navigate idiosyncratic risks and the impact of policy and politics.
Geoffrey Lunt, senior product specialist for Asian fixed income at HSBC Global Asset Management, explains the role and benefits of Hong Kong dollar bonds, especially for domestic institutions.
Facing a world where generating returns could become more challenging, investors are increasingly eyeing new opportunities in emerging markets.
Investors are now being empowered to integrate ESG factors into their core investments in markets around the world by using the new S&P ESG Index Series.