UBS Asset Management believes sovereign wealth funds need to analyse their own portfolios adding exposure to high growth markets and alternatives, and better react to mega-trends.
The multilateral development bank could ape some prominent asset owners to encourage much-needed infrastructure investment in India. Is it the start of a broader Asian trend?
Hong Kong's MPF to get e-platform by 2022; Japanese insurers seek to raise foreign bond allocations; Korea Post units plan real estate and private debt investments; the Malaysian government promises to honour public pension holdings in 1MDB debt; GIC and Grandjoy selected for Chinese Reit pilot programme and more.
Asset owners looking to diversify assets are increasingly eyeing opportunities in agriculture, with its relatively predictable returns. Interested parties include major sovereign wealth funds.
In a new Quarterly Sentiment Indicator of asset owners, AsianInvestor gathered the views of 36 insurers about their investment outlook and strategy for the coming months.
Warehousing and supply chain assets in Asia are squarely on institutional investors' radar. But they pose their own risks, so must fulfil certain criteria to attract capital.