The Covid-19 crisis has galvanised the global insurance industry in many ways and has forced insurers to reassess all aspects of their business. Asia is no different from the rest of the world in this regard, according to Max Davies, insurance strategist at Wellington Management, based in Hong Kong.
Even amid the turmoil of the global pandemic, private equity (PE) attracted capital inflows. Both 2020 and 2021 were strong years in performance. Why, when investors face so many challenges, has PE stayed so robust, ask Schroders’ experts.
From machine learning and robotics to 5G and cybersecurity, investors are eyeing the next big tech-led themes to shape their portfolio allocations. To shed light on the trends to watch, speakers from Nasdaq, China Asset Management and Cathay Securities identify new opportunities – and how to access them.
Centuries of human activity have created changes in climate, the natural environment and biodiversity that threaten human existence. Yet they also pose investment risks that Schroders believes require asset owners to understand and embrace ‘natural capital’.
Four key environmental themes at COP26 are expounded with the support of data, demonstrating the importance of statistical insights in the battle against climate change.
Over the next 12 months, investors in Asia will likely contend with a fast-moving investment landscape shaped by China’s increasing focus on sustainability alongside the tenor of macroeconomic policies and the path of inflation. PineBridge Investments’ specialists offer their views on what investors can expect in 2022 and the opportunities arising from this confluence of changes.
Big shifts such as consolidations among asset managers will likely happen in the burgeoning private debt markets in Asia. How should global asset owners tap into the private credit boom?
As investors continue to focus on yield and quality in their bond exposure, several market trends bode well for boosting allocations to Hong Kong dollar (HKD) issuance, according to HSBC Asset Management (HSBC AM).
The renewable energy sector is undergoing rapid developments amid climate crisis. What are the investment opportunities and challenges that exist in the energy transition in India and Southeast Asia?
Income-oriented investors need higher yields and diversification – yet with manageable levels of risk. In the search for solutions, Simon England-Brammer of Nuveen outlines the potential for non-traditional assets in the portfolios of Asia Pacific asset owners today.
The world’s third-largest pension fund is planning to put external managers under stricter ESG mandates, underscoring the importance of ESG in asset allocation.
The age of Asia will soon arrive as the world is shifting towards multipolarity. What are the key trends that investors and business leaders should be aware of?
Contrary to traditional perceptions, share pledge financing can offer high returns for investors. Borrowers using their shares as collateral for loans understand and value the equity.
Amid today’s macro landscape and the need to rethink portfolio planning, asset owners in Asia Pacific are more eagerly embracing responsible investing, says Nuveen’s Simon England-Brammer.
Tech-enabled solutions streamline the due diligence process in alternatives manager research, while minimising costly errors from idiosyncratic risks.
As more multi-asset portfolios integrate sustainability, such portfolios’ ability to navigate short-term swings in performance is enhanced without sacrificing longer term returns, says Schroders’ Jason Yu. In this Beyond Profit series, the firm explores both investing in sustainability-driven sectors and incorporating ESG considerations in the investment process.
The asset allocation matrix is becoming more complex as investors look for new sources of returns beyond traditional asset types. How can investors measure and maximise returns in compounded portfolios?
The regulation, which is now in the final implementation phases, will likely give institutional investors and asset managers a hard time as initial margin calculation is highly technical.
Pandemic-fuelled turbulence and policy risk concerns will have little impact on the long-term investment value of the China stock market, making it attractive to international investors.
Massive structural changes are underway in Asia. Which industries will stay ahead of the game after the pandemic and how can investors maximise the compelling opportunities?