Partner Content

By putting sustainability at the heart of its investment approach and showing its commitment to creating value for investors through digital access, Fidelity International has been named as AsianInvestor’s ‘Fund House of the Year - Singapore’ for 2022.

Exclusive research from Nuveen reveals APAC asset owners are more likely to implement inflation mitigation changes in portfolio, through incorporating – or increasing – less liquid investments, than investors from other regions.

Arthur Lau, head of Asia ex-Japan fixed income, and Emily Lam, client portfolio manager, at PineBridge Investments, highlight the continued appeal of Asia investment grade (IG) as well as high yield (HY) bonds for their relatively stable and attractive source of yield and diversification.

A dynamic multi-asset strategy is key to keeping volatility at bay especially in the current volatile market environment, says Value Partners’ Kelly Chung.

Investments in sustainably managed timberland and farmland can play a vital role in improving the world’s natural capital while allowing investors to benefit from long-term global trends that will help them achieve their investment objectives, according to Gwen Busby, head of research and strategy, and Skye Macpherson, head of portfolio management, both from Nuveen Natural Capital.

A risk management overlay can be a constant feature of institutional investment portfolios. Its ability to potentially mitigate drawdowns can be particularly helpful through financial storms, explains Philip Tso, head of institutional business, Asia Pacific, at Allianz Global Investors.

Optimism for commercial real estate in the region is strong. The $200 billion-plus record investment in 2021 has the potential to grow by 10% this year, despite external risks, with allocations to alternative assets such as multi-family apartments, data centres and medical facilities increasingly appealing, says Andrew Moore, head of real estate, Asia Pacific, Schroders Capital.

Driven by a desire to create robust portfolios that also make a positive impact, investors are issuing more mandates and steering greater allocations towards assets that help tackle climate-related risks, finds an exclusive AsianInvestor survey.

For investors to raise the sustainability bar and meet the expectations of stakeholders, portfolios need to embrace data to prove ESG compliance, reporting and transparency, according to SimCorp.

CBRE’s Greg Hyland, head of capital markets in Asia Pacific, and Dr Henry Chin, global head of investor thought leadership and regional head of research, expect significant inflows into commercial real estate in the region, enabling it to continue to roar in the Year of the Tiger.

CBRE’s Greg Hyland, head of capital markets in Asia Pacific, and Dr Henry Chin, global head of investor thought leadership and head of research in Asia Pacific, believe 2022 will herald a record year in terms of investment volume for commercial real estate in the region.