The $153 billion public pension fund’s new chief investment officer explained why it has raised its private market exposure and is doing more direct investing.
The consensus of returns for most assets is a lot lower than it has been for the last decade. Adapting to this environment will likely push more investors to delegate their investment activities to third parties and hopefully gain an edge.
AsianInvestor's sixth Year of the Pig entry weighed how much the planned departure of the UK would affect regional or global financial markets. Read more to find out if we were right.
China's NSSF reports 15.5% return for 2019; GPIF and TCorp buy stake in Brussels Airport from Ontario Teachers; Korea's NPS shakes up alternatives division; GIC seeks to sell Spanish logistics park; Temasek seeks joint-bid for elevator unit of troubled company and more.
As Chinese New Year nears, we look back on the predictions we made for the Year of the Pig. First of all, we look back to our prediction on US economic growth.
EPF names new CIO, strategy head; Invesco hires A-share quant specialist; Vanguard's Asia chief exits and its China portfolio review head switches to Ant Financial JV; Aberdeen Standard replaces insurance head; T. Rowe Price hires Asia consultant relations head; Credit Suisse picks up former Deutsche investment executives and more.
Climate change and online hacking could substantially affect the allure of US municipal bonds, despite their current appeal. Asset owners will need to be warier as they invest.
The S&P 500 has stubbornly defied the odds – and the naysayers – to repeatedly post record highs. No bull market continues forever, but this one has outlasted most expectations.
China’s trading relationship with the US still hangs on a knife edge. It’s safe to assume Trump will employ tactics that increase his chances of being reelected president. If that means escalation, expect stock markets losses in Asia.
Stepping into 2020, AsianInvestor asks six private equity experts which sectors or geographies investors should look out for, and which ones asset owners should avoid.
Market euphoria ahead of the US-China trade deal signing in January is misplaced, say analysts and fund managers. They believe asset owners should remain cautious.
China's CIC sees head of investments resign; Ping An Insurance signs Climate 100+; Japan Post scandal claims CEO and president; NPS's chairman offers to resign and fund hires new strategy heads; KDF Life's shareholders struggle to find buyer; NZ Super to sell stake in Metlifecare; GIC and QIC back Tencent buying 10% of Universal Music Group, and more.
The AsianInvestor daily newsletter will not run from December 23 to January 3, 2020. Wishing our readers a happy holiday.
We asked five investors and market experts where they see the best real estate opportunities, with asset values looking high and yields low.
Firms such as Allianz and LV= are working on implementing environmental, social and governance factors in their portfolios, as watchdogs sharply increase their focus on this area.
We ask four experts whether high valuations and market uncertainties will push active investing back into investors' thoughts, or passive strategies will continue to gain traction.
Absolute return strategies are seen to be useful to counter market volatility. How much will this investment approach appeal over the coming year, versus relative return options?
AsianInvestor explains the reasons behind it naming the Hong Kong Jockey Club as its top endowment for 2019, and why APG Asset Management was the top international investor.
Eastspring Investments hires former Pinebridge executive Joyce Chan for intermediaries coverage; senior portfolio manager at AllianzGI retires; Greystar appoints Akira Kosugi to build Tokyo team; Pimco's global CIO for asset allocation and real assets to retire; VP Bank scoops two private bankers; BlackRock fires global head of active equities.
Facing a low-yield environment and uncertain geopolitical tensions, are US high-yield bonds the right investment tool to look at?