Alex Boggis exits Aberdeen Standard after 23 years
The embattled asset manager's Asia head of insurance coverage is moving on after other senior changes at the recently merged group.
World
Insto roundup: Cbus in offshore infra bet; UOB reviews Pru deal
Ping An seeks to up real estate exposure, Cbus makes first direct offshore infra bet; India's Esic awards mandate to Reliance Nippon AM, UOB reviews insurance deal with Prudential, and more.
Canadian pensions mull moves into Asia real estate
Neither Ontario Teachers nor the Healthcare of Ontario Pension Plan own property in Asia, but that could change as they eye new asset classes in the region.
Michael Falcon’s Pru move a “big loss” for JP Morgan
JP Morgan Asset Management's highly respected Asia chief is to head the North American business of UK insurer Prudential. The US firm is tipped to name an in-house replacement.
JP Morgan AM Asia chief exits for Prudential
Michael Falcon is moving to a North American role at the British insurer after eight years at the US asset manager.
Market Views: How investor-related fintech will evolve in 10 years
Given the breathtaking pace at which fintech is making inroads into the asset management industry, we asked six specialists what developments are set to have the greatest impact on investors.
How Abu Dhabi’s SWF picks partners for real estate
The Abu Dhabi Investment Authority believes collaborating with local partners is the best way to invest in real estate, but it remains very picky about who it collaborates with.
Why EM managers have underperformed this year
Emerging market shares have performed poorly this year but not as poorly as most managers in this sector, according to Copley Fund Research. What are the chances of a quick rebound?
Cbus warns of ETF contagion risks
Australian super fund sees potential contagion risks arising from mismatches in liquidity between some ETFs and their underlying securities.
AsianInvestor breaks for Mid-Autumn Festival
The daily newsletter is not running on September 25, as it is a holiday in Hong Kong. We will be back on September 26.
GPIF sets stage for Japanese surge into foreign property
Japan’s huge Government Pension Investment Fund has just awarded its first global real estate mandate. Other asset owners are likely to follow with similar strategies.
Geopolitical risk is “no. 1” concern for investors
And asset owners are right to be worried about the impact of certain events on portfolios, according to research from State Street Global Investors.
Instos share key lessons from 2008 financial crisis
In the second of a two-part series, we asked asset owners where they see overvaluation in markets today and the key lessons learned from the global financial crisis.
AustralianSuper warns of US tech sector risks
The FAANGs continue to soar, but data security and governance challenges pose medium-term risks, according to Australia's biggest superannuation fund.
Allianz CIO flags concerns about new accounting rules
The German insurer is looking at how IFRS 9 and 17 might affect its investment and business strategy. A key concern is how analysts will respond to the expected increase in P&L volatility.
Prudential Asia building ETF and factor exposure
Reflecting a trend among insurers in Asia, Prudential is using passive strategies more as their assets and liquidity grow, with an eye on tactical overseas investments.
Market Views: London-Shanghai Connect’s prospects
We asked two investment specialists and one custody services expert what the outlook for the upcoming Shanghai-London scheme is, given the uncertainty surrounding Brexit.
As US market signals diverge, so do Asian investors
US shares are soaring but the US bond market paints a more worrying picture, prompting asset owners and wealth managers to react in different ways.
Asian insurers look to Europe for portfolio guidance
Insurance firms in Korea and elsewhere in Asia want to know how best to deal with looming risk-based capital rules, which their peers in Europe have already had to come to grips with.
Nest’s deputy CIO talks managers and mandates
The deputy CIO of the small but fast-growing UK defined-contribution pension highlights its use of mandates, ETFs and ESG factors. The plan also just issued its first private credit RFP.
