The 60/40 portfolio was designed to offer diversification, yet some asset owners are entertaining second thoughts about using this classic mix after its poor performance in 2022. HSBC Life and APG share their views.
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Understanding the relationship between asset prices and inflation is more crucial than ever for investors, but using data from the last decade to calculate asset correlation may not be wise, said HSBC Life’s CIO.
The €1.4 trillion industry offloaded €9 billion in Asian equities, following rising interest rates.
Investors expecting the Federal Reserve to soon begin cutting rates appear overly optimistic, according to HSBC Life's chief investment officer.
After more than a decade of steady growth and returns, institutional investors now have to navigate a high interest rate environment and adapt to new market realities.
Economic turmoil and global tensions saw Asia-Pacific private equity funds turn cautious in 2022, but some sectors are still attracting interest, the Dutch pension fund's head of APAC private equity said.
The Dutch pension fund is working with investment managers to make the social impact of property investing more quantifiable on a per fund basis even as poor measurement remains a challenge for the sector.
Adoption of a real estate benchmark in Asia is increasing as leading European pension funds place reporting at the heart of their emissions reduction efforts.
Growth trumps green credentials in much of corporate Asia, but the pension fund insists it can use its ownership position to foster greater climate consciousness.
The AsianInvestor team spoke to some heavyweights in the asset owner industry in February, discussing a wide variety of trends and topics.
APG Asset Management’s Asia presence has grown significantly in recent years as the Dutch asset manager for Europe’s largest pension fund providers seeks to extract value from its private and capital markets.
Inflation and economic uncertainty are leading to dwindling opportunities for investors, top executives from both institutions told AsianInvestor.
