Tactical concentration pays off for Agamemnon fund
The Tolhurst Agamemnon Equity trading fund has outperformed the Aussie market by sticking to large-caps and handling a small number of positions.
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Evergrande has defaulted, some say
German firm launches bankruptcy proceedings against Evergrande.
Asia outlook 2022: Investing in a climate of change
Over the next 12 months, investors in Asia will likely contend with a fast-moving investment landscape shaped by China’s increasing focus on sustainability alongside the tenor of macroeconomic policies and the path of inflation. PineBridge Investments’ specialists offer their views on what investors can expect in 2022 and the opportunities arising from this confluence of changes.
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APG shifts preference to Asean equity investment in pandemic recovery
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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?
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.
Investing in energy transition across Asian EMs
The renewable energy sector is undergoing rapid developments amid climate crisis. What are the investment opportunities and challenges that exist in the energy transition in India and Southeast Asia?
Weekly roundup of people news, Dec 3
Temasek MD joins KKR as head of growth equity for Asia Pacific; China Pacific Life Insurance appoints Su Gang as CIO; Spirit Super chief executive to step down; Hong Kong's SFC enforcement executive director to step down after contract ends; Willis Towers Watson names Hong Kong and Macau head; Value Partners adds head of Southeast Asia; and more.
The Hong Kong dollar bond market - investing for transition and the future
As investors continue to focus on yield and quality in their bond exposure, several market trends bode well for boosting allocations to Hong Kong dollar (HKD) issuance, according to HSBC Asset Management (HSBC AM).