Nobody can ignore the rapid evolution of China over recent decades. And as one of the first countries globally to try to return to ‘normal’ following the pandemic, there are opportunities for investors to capitalise on the evolving domestic markets.
Fixed income offers wide-ranging diversification benefits ranging from generating total return – comprised of income and capital appreciation – to managing downside risks.
A favourable risk-return profile, potential extra yield and diversification are some of the key reasons supporting the investment case for Asian local currency fixed income.
How does one diversify a portfolio amid growing correlation between bonds and equities?
With sustainability dominating conversations on a daily basis, much confusion seems to surround stewardship, despite the strong correlation between the two concepts. Schroders debunks five myths.
The outperformance of funds that take environmental, social and governance (ESG) issues more seriously than their peers has reinforced why investors might want to integrate these factors into portfolios via the type of tools that S&P Dow Jones Indices has developed.
Regional bonds offer great interest to investors and issuer alike. Hong Kong’s bond market offers a rare opportunity, said speakers at a webinar.
The various features and benefits of Hong Kong dollar (HKD) bonds make them an important addition to the portfolios of institutional investors of all types. This video highlights the role and application of this asset class.
Most current valuations have already accounted for the uncertainty regarding the length of the recovery.
Rewind the clock back to 1998; the Asian financial crisis sparked a massive devaluation of Asian currencies, with many plunging by 30% to 40%. This exposed the danger of taking on short-term foreign-currency debt while relying on long-term local currency-generating assets for repayment – a currency and a maturity mismatch.
The results of a new survey by AsianInvestor and S&P Dow Jones Indices show clearer direction and growing appetite for more sustainable themes in investor portfolios.
Elizabeth Soon, head of Asia ex-Japan equities, says unpredictable markets puts the focus on companies robust enough to survive the crisis and gain market share over the long term.
Asian debt markets have been hurt by the COVID-19 pandemic, however there are potential opportunities out there. China, for example, has actually seen corporate defaults fall because of proactive government measures. Overall, SSGA expect yields to trend lower. Here’s why.
Looking for lessons in the past can be valuable, but Covid-19 poses a unique challenge for the financial system. Schroders looks at the ways private assets will (or won’t) be affected.
A webinar interview between AsianInvestor and Northern Trust Asset Management’s Wouter Sturkenboom focused on the key financial themes likely to dominate the post-Covid-19 world.
The development of COVID-19 raises three key issues: the efficacy of the global response, the path of the recovery, and the conservative behaviour of consumers after a pandemic. PineBridge Investments assesses how these factors could affect fixed income, equities, and alternatives markets.
The spread of COVID-19 has placed extraordinary pressure on the markets. The stronger fundamentals, market structures and dynamics of Asian economies and bond markets are some of the main factors underpinning the relative resilience of Asian local currency bonds.
Insights from a new survey by AsianInvestor and Refinitiv suggest new technologies will revolutionise how portfolio management operates in Asia Pacific in the coming years.
Simple-to-use tools that can reduce business travel have long been available. The coronavirus is forcing us now to use them, and the climate could benefit.
A survey of around 100 institutional investors across Asia in late 2019 - conducted by AsianInvestor and HSBC Global Asset Management - has revealed the appetite, trends, challenges, opportunities and a potential roadmap for Hong Kong dollar (HKD) bonds in portfolios.