New prime minister Yoshihide Suga could set out plans to tighten GPIF's oversight to garner support for his re-election next year, say country experts.
The future of Abenomics, the Japanese prime minister's eponymous policies, have been cast into doubt after his resignation on August 28. What does this mean for local assets?
Despite Covid’s impact reverberating through the local economy, multi-family properties in Japan have seen growing interest, but competition is driving down entry yields.
AsianInvestor profiles our pick of asset owner executives across the region from the past two decades. Here we feature Raphael Arndt of Future Fund and Hiromichi Mizuno of GPIF.
Regional life insurers will seek to reweigh their portfolios to seek out sufficient returns in the low rate environment, reduce duration gaps and adapt to new capital rules.
The impact of Covid-19 has caused volatility in equities and a collapse in interest rates across many countries. To secure decent returns, pensions and insurers will need more alternatives.
A new series of articles for AsianInvestor's 20th anniversary focus on major investment undercurrents. First is the need for the region to build pension fund assets and returns.
But other investors have been busy striking deals in Japan's residential sector, which is seen as likely to hold up better than other Asian real estate markets amid the pandemic.
We describe why each of this year's top fund managers by Asia market stood out from their peers.
With depressed domestic bond yields, Japan insurers have little choice but to allocate more into alternatives and risk assets in order to meet their insurance policy needs.
The pension fund wants fund-of-fund houses to offer information about emerging market infrastructure plus foreign bond investments, and it has launched an index analysis system.
Larger life insurance firms are likely to pursue private asset investing more assertively. Some think that they could look to structured equity products that hedge risk too.
While some have divested, others have put their faith in securitised products that shift the risk to the capital markets.
Despite a tumultuous start to 2020 and difficulties created by the coronavirus pandemic, investment managers are trying to settle on their strategies for the year.
The country's defined contribution plans could weather market storms better if they had a wider choice of alternative assets and a stronger focus on rebalancing, say industry experts.
Japan’s third biggest insurance company has shuffled its debt investment team.
Continuity in asset allocation and investment strategy is widely expected at the world’s largest pension fund as it replaces Hiromichi Mizuno with an experienced banker.
Some of the country’s pension funds are benefiting from years of diversification efforts, although the pandemic’s fallout has made investment execution harder.
The incoming president of the world’s largest pension fund will need to oversee a freer hand in foreign asset allocation and appoint a new CIO, with Hiromichi Mizuno leaving.
Japanese life insurers are well-suited to weather long-term global turbulence as the coronavirus spreads, but certain investment strategies might turn sour, say rating agencies.