The “lower for longer” monetary policy and stimulus packages, coupled with the rolling out of vaccine programmes favorably support real estate investing in the region, with offices and data centres presenting forward-looking opportunities.
As US fixed income default rates rose and yields fell during the pandemic, are Asian bonds, which have had more stable yields through 2020, looking more attractive?
As Covid restrictions continue to put the bite on travel, Australia's superannuation funds are seeing mileage in spending big on communications and digital infrastructure.
The Canadian pension fund aims to more than double its regional infrastructure investments by 2026, particularly in renewables, data centres, fibre networks and satellites.
Spirit Super's chairwoman criticises 'pseudo-mergers'; India's NIIF investes $286m into hospital chain; Indonesia's new sovereign wealth fund commits to avoiding 1MDB's corruption problems; New Zealand Super appoints people for three newly created executive roles; Thailand's government prepares new pension fund for launch and more.
The new US president's focus on diplomacy and multilateralism could benefit emerging market equities and it could place a broader array of pressure on China.