In partnership with Nuveen
Asset owners across Asia Pacific (APAC) are rethinking markets, reallocating portfolios and responsibly investing amid dramatic shifts in the macroeconomic and geopolitical landscape, according to Nuveen.
Tag : asset allocation
FM Global, which has about $22.5 billion in invested assets at the end of December 2022, is set to raise allocations to Asia, its CIO tells AsianInvestor.
In partnership with Schroders
A counter-cyclical view will potentially serve investors well in using bleak market conditions and depressed valuations as opportunities to build venture and growth capital exposure within portfolios, according to Steven Yang, head of global venture investments at Schroders Capital.
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Although further obstacles have been added in the first quarter to an already bleak market situation, AsianInvestor hears expectations for opportunities for the remainder of the year among asset managers.
AsianInvestor asks fund managers where asset owners can put their money best – and safest – at work for the remainder of the year.
Even as hopes grow that the developed world might be nearing a peak in the interest rate hike cycle, stagnating growth will pose challenges to asset allocators as they position portfolios for 2023.
In partnership with Natixis Investment Managers
In a new normal of volatile, unpredictable and rapidly changing economies and markets, many investors are grappling with maintaining momentum in their environmental, social and governance (ESG) journey. But beyond short-term asset re-pricing, balancing returns while integrating sustainability objectives should be at the core of portfolios, said speakers at “ESG: from niche to norm”, an event hosted by Natixis Investment Managers and AsianInvestor.
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In partnership with PineBridge Investments
Portfolio managers and investment specialists at PineBridge Investments outline key themes, opportunities and considerations for investors in the region’s fixed income and equities markets next year.
Rather than creating buckets of assets, a paper suggests it may be more appropriate to think of a portfolio in terms of growth, yield and inflation protection.
One advantage is that smaller emerging markets are more likely to gain attention from Asian-investing institutions.
Asset mix remains steady as real assets, factor investing and credit allocations outperform.
In partnership with Natixis Investment Managers
As the themes associated with ESG take centre stage across the globe, investors are demanding discernible and measurable impacts from asset managers, explains Natixis Investment Managers (Natixis IM).
