Some private equity firms could struggle to get money for China-focused funds amid rising Sino-US tensions and after a private equity-backed mainland company admitted to fraud.
The emerging markets fund manager has reduced headcount and handed back its licences in Hong Kong in the face of economic uncertainty. But it retains a research function in the city.
Hamish Chamberlayne, head of sustainable and responsible investment (SRI) and portfolio manager, discusses the key trends guiding his investment decisions and major themes his team is watching out for.
Regional asset owners have started jumping into newly issued and highly rated US corporate bonds as they look to take advantage of wider spreads, say fund experts.
AIA's Mark Konyn and others said asset owners have been slow to embrace environmental, social and governance measures, but the Covid-19 crisis could change that.
ETFs could gain traction among institutional investors seeking flexibility to take quick tactical positions. But the instruments face potential new regulations in Hong Kong.
The US multi-affiliate firm, formerly Old Mutual Asset Management, is closing its Hong Kong umbrella sales office as part of a change in strategy amid the Covid-19 pandemic.
Asset owners across Asia Pacific look set to slowly raise the amount of passive investments in their overall portfolios, as they continue to absorb new flows of assets.
The difficult market conditions that the Covid-19 pandemic has created could accelerate an existing trend among asset owners: using passive funds to invest in mainstream assets.
Australian and Canadian pension funds suspend India deals; Insurers well capitalised for Covid-19 hit; Australia's CBA to sell 55% of Colonial First state to KKR; Chinese insurer solvency rates set to fall; Japan Post Bank seeks offshore CLOs; GIC in lawsuit over pullout from US travel group purchase; Taiwan's BLF postpones ESG bond mandate and more.
Asia Pacific investors plan to allocate more to Chinese bonds over time, but emerging markets look set for a rocky 2020 in light of the pandemic and renewed US-China squabbling.
Larger asset owners' caution early this year helped shield them from market drops, says a new survey. Sovereign wealth funds were largely spared too, but this could change.
Moody’s and Fitch Ratings say that emerging market defaults are increasingly likely to hit record highs, with Asia-Pacific corporates looking particularly vulnerable.
Limited partners have cut back on private equity investments as they focus on monitoring their portfolios. And they are taking a more careful and rigorous approach to fund managers.
Pension industry experts believe retirement schemes need to better advise their members about investing risks, asset changes, and potentially establish rainy day funds.
Asia may be weathering the coronavirus pandemic better than its Western counterparts, but it is nonetheless expected to throw up financing and restructuring opportunities.
Australia's superannuation funds release A$6.3 billion in early release payments; CIC's head of multi-asset investing quits; Chinese intos allowed to buy bank debt-to-equity swaps; Malaysia's EPF approves RM1.66 billion in withdrawals; Korea's NPS buys into private assets; Taiwan's insurer investment yields to be stressed for up to 18 months and more.
German insurance giant Allianz now has property investments in the two countries large enough that it needs boots on the ground to manage them.
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.
AsianInvestor reveals its fourth set of annual asset management awards, this time recognising the marquee award winners for regional excellence.