Outlook 2020: How will the A-share market pan out?
Having taken up bigger weightings in global indices, A-shares have been positioned as a mainstream asset class for asset owners. We asked experts what to look out for in 2020.
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APG and NPS join forces in heavyweight $1.2tr tie-up
The largest retirement funds in the Netherlands and South Korea have formed a landmark partnership to focus on real asset mega-deals. Their investment heads tell AsianInvestor why.
Weekly roundup of people news, Oct 9
Aberdeen Standard loses Asia equity manager; BNP Paribas AM hires Asia equities trio from Lombard Odier; Lyxor AM loses Japan CEO to Amundi; SocGen names Japan head for Lyxor ETF; Columbia Threadneedle's Tim Jagger passes away; Capital Group hires marketing head for Asia and Europe; BNP Paribas names first global head of investment analytics; Vontobel AM appoints fixed income head.
Weekly roundup of people news, Oct 16
Taiping Insurance appoints new chairman; Etiqa replaces Singapore chief; Nuveen appoints Japan real estate head; Vontobel opens Singapore office; Aquila Capital names Apac CEO; Neuberger Berman adds new RM; Ocorian poaches fund services trio from Apex; Northern Trust replaces HK client services head; CSOP sells FO business to Carret Private and more.
How Indonesia’s new SWF aims to raise infra funds
The country’s planned new sovereign wealth fund is intended to act as a conduit for infrastructure investment, via several investors as well as different investment paths.
Market Views: Will the US dollar continue to weaken?
The US dollar is currently strong, but economic weakness, minimal rates and a large and rising debt burden could cause it to weaken. How will that affect how asset owners invest?
Temasek’s Seviora launch tipped to boost assets, yield
The Singapore state investor is integrating four of its asset management arms under one chief, with an eye on greater scale, product synergies and a shared technology platform.
Manulife IM lures Invesco’s Korea institutional head
The Canadian fund house has hired the experienced sales executive after the exits of Kim Jun-Ku last year and James Chen in July, as it looks to build its private markets business.
PNB starts factor investing and eyes private credit
The Malaysian state-linked unit trust manager has given factor-based global equity mandates to three fund houses and is mulling investing into new types of illiquid assets, say sources.
New methods of portfolio balancing – a multi-strategy approach
David Elms, Head of Diversified Alternatives at Janus Henderson Investors, says that 2020 presented a volatility opportunity for those who were ready for it. In the following Q&A, he shares some strategies for risk-adjusted returns over time - from truly diversified sources – and talks about the biggest risks he sees in the markets today.
How HKMA plans to enhance Exchange Fund liquidity
The de facto central bank plans to increase the liquidity level in its portfolio. Experts say this could mean cutting its alternative asset exposure while raising its allocation to bonds.
