Tokyo’s drive for pension funds to boost domestic allocations is reshaping how international investors view Japan.
Tag : allocation
As geopolitical uncertainty cements volatility as a structural market feature, investors are pivoting toward resilient assets, local expertise and the broadening AI infrastructure cycle.
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Institutional investors are narrowing their China focus on domestic semiconductors and industrial policy plays, while rising geopolitical and currency risks fuel a broader "home-shoring" trend across Asia.
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A combination of government support, hyperscaler demand and a growing willingness among investors to share risk is transforming nuclear into an investable infra opportunity.
Pune-based Mephezalea says separating gold and silver into distinct allocation categories is a structural discipline and why the portfolio is well positioned for the current uncertainty cycle.
China is no longer being passively inherited through emerging market benchmarks, but it is not being tactically sidelined either.
The landscape of wealth management is undergoing a significant transformation, marked by a rapid expansion of family offices in the financial hub.
Southeast Asia’s new sovereign investor is rapidly investing in the region’s growth and green transition, while Singapore’s GIC notes that easing rates, a weaker US dollar, and reforms are drawing global investors back to Asia.
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Tuck Meng Yee of JRT Partners is steering clear of headline-chasing plays, opting instead for value-led investing in emerging markets and active strategies in Japan and Europe, while remaining cautious on the US dollar and inflation-sensitive assets.
Travel lockdowns have severely impacted the investors' ability to keep adding to their historical interest, especially in overseas alternative assets.
The $11 billion fund is looking to hire overseas investment specialists and is mulling whether to make its first allocation to global hedge funds.
New CEO Andrew Doman says Russell is working on services beyond multi-manager investing for institutions.
