Biodiversity loss - the next big challenge for investors
Nature loss across Asia will profoundly damage economic activities that rely on natural capital, according to several recent studies. Investors need to act.
World
Asset owners admit much work ahead for net zero transition plans
Case studies featuring global institutional investors’ best practices for setting climate action plans aim to encourage more to follow in their footsteps.
70 firms, financial institutions call for UN treaty against plastic pollution
Signatories are advocating for a robust policy on plastic pollution amid concerns that states would support a less ambitious mandate.
Market Views: How will the CPI 7% jump affect investments?
The Federal Reserve is now expected to hike interest rates as early as March and fed funds markets are pricing in up to four hikes in 2022.
Exclusive: State Street to mandate TCFD alignment and 30% gender diversity
Companies in major indices across developed markets will be expected to issue climate-related disclosures and have a third of their boards comprise women by 2023.
How rising alternative investment is demanding digital dexterity from GPs
The capability to deliver efficient and real-time data through digital tools has become a key differential for asset managers in the private market.
ESG drives thematic ETF interest after record inflows in 2021
Despite the impact of the Covid-19 pandemic on economies, more than $1 trillion flowed into ETFs globally in 2021, with a growing number of investors looking to invest in thematic varieties.
Weekly investor roundup Jan 3: Investing in 2022 a challenge, Calpers CIO says; Kopi Kenangan reaches unicorn status
Calpers CIO Chris Ailman said that the S&P 500 probably won’t come anywhere close to matching the 27% advance it clocked in the past 12 months; Kopi Kenangan, which counts GIC, Li Ka Shing and Eduardo Saverin as backers, reached unicorn status; Korean pensions offloaded $9.2 billion in Samsung Electronics; GPIF prepares for alternatives mandate; and more.
Market Views: Are US equities headed for a big correction in 2022?
Positive but moderate returns are still expected, while the pace of policy normalisation and economic growth is closely watched.
Asset owners say private market assets primed for portfolio growth
Demand for private markets investments by asset owners and managers is expected to rise over the next five years as investors seek higher yields and greater diversification, according to a recent survey by State Street.
NZ Super buying infra in Europe and North America
The New Zealand sovereign fund will expand into Asia in the coming years.
Inflation outlook 2022: riding out the storm with real assets
Real estate, infrastructure, and natural resources that are linked to rising prices and have a low correlation to economic activities can help investors mitigate risks amid inflation, or even stagflation.
Institutional investors optimistic heading into 2022: survey
Investors are feeling confident in their strategies to counter potential rising inflation, interest rate hikes and higher stock, bond and currency volatility, according to a new survey by Natixis Investment Managers.
November’s most read: Evergrande has defaulted, some say; Which assets will perform under stagflation?
Members of German market information provider, DMSA Deutsche Markt Screening Agentur say Evergrande has defaulted; Analysts are split over whether the market is approaching stagflation or pointing to a healthy recovery; Low hedge fund returns and high management fees have seen pension fund allocations fall but CPPIB is keeping the faith; and more.
Ready investor one: growth capital prepares for practical metaverse assets
Asset owners and fund managers see metaverse application in industries like education and healthcare as fertile land for growth capital — the unknown is how long it’ll take.
New trade finance vision could open opportunities for asset owners
A new report by McKinsey & Company outlines a vision for global trade finance that could allow institutional investors to help fill the broadening financing gap.
Unleashing the power of numbers on climate fight
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.
Market Views: What does Powell’s reappointment mean for investments?
The news of Jerome Powell's reappointment as chairman of the Federal Reserve reassured investors that the central bank would continue current policies.
Asian asset owners seek out European logistics and offices
Appealing logistics valuations and strong ESG ratings are pulling investors to Europe.
Capitalising on private credit investments in Asia
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?
