Asian high yield debt enticing global instos
A combination of relatively strong economic fundamentals and appealing yields is attracting the attention of asset owners in the region and beyond.
Tag : asset owner
Why UK’s Pool Re de-risked 20% of its portfolio
The reinsurance company benefited from a surge in equity prices from late March, only to shift one-fifth of its portfolio into defensive, short-term gilts in August. Its CIO explains why.
NZ Super grows cautious over private asset additions
The sovereign wealth fund has become more cautious about private asset investing, worried that they may struggle to outperform its reference benchmark, net of an illiquidity premium.
Why Cambodia’s central bank likes renminbi debt and gold
The National Bank of Cambodia has seen its reserves swell by 20% to 30% a year. That’s leading it to invest in US Treasuries but also renminbi bonds and gold.
AIA’s Konyn says asset owners disillusioned with active
AIA’s group CIO said at AsianInvestor’s Asian Investment Summit that there's now a “massive gravitational pull towards passive” since active managers aren't proactive enough.
How Hostplus channels capital into renewables
The A$33 billion ($22 billion) superannuation fund continues to seek renewable assets, but mounting competition could introduce more volatility into Hostplus’s infrastructure portfolio.
