Institutional investors increased their sustainable allocations across global portfolios while adoption rates in Apac remained consistently high, according to a new FTSE Russell survey.
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World
Germany's nuclear waste-focused fund is steadily increasing its exposure to Asia, but its ultra-long investment horizon brings its own set of challenges.
In an exclusive interview with AsianInvestor, the sovereign investor's chief talked about how the fund is responding to heightened global risks and the challenges of AI.
Other active investment strategies, including credit and arbitrage, also performed strongly, while strategic tilting and real assets underperformed.
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In partnership with L&G Asset Management
A deeper, more global euro credit market is creating potential opportunities for investors seeking to diversify dollar-heavy portfolios. Capturing them, however, requires looking beyond headline spreads to sector composition, maturity and relative value.
By L&G's Ian Hutchinson, Head of Global Bond Strategies - Benchmark; Marc Rovers, Head of European Credit; and Lan Wu, European Credit Portfolio Manager.
North American freight rail offers Asian institutional investors USD-denominated, inflation-linked cash flows backed by critical domestic infrastructure, say Chris Sparrow and Ross Sylvester from Napier Park Global Capital.
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By swapping government bonds for bullion, pension funds, sovereign wealth funds and family offices are hoping to protect their portfolios against falling currencies.
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In partnership with Blue Owl
Europe’s experience under Solvency II shows how insurers’ priorities can evolve from regulatory compliance towards sustainable capital generation, balance-sheet stability and liquidity under stress. For insurers in Asia Pacific (Apac), four observations stand out, says Soraya Kazziha, Managing Director, Institutional Capital Insurance Solutions, at Blue Owl Capital.
European equities offer Asia-based allocators a compelling mix of policy-driven growth, improving earnings momentum and attractive valuations, says Hilde Jenssen.
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The New York-based single-family office prefers asset-backed lending over the traditional private equity fund model.
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The New York-based family office is shifting focus towards opportunities like Japanese SME buyouts and sponsor-led infrastructure credit.
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The asset class cannot be treated as a monolith, as there are critical distinctions across global infrastructure, regional dynamics and liquidity structures, says Simon La Greca.
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