AustralianSuper CIO warns of low returns; China brings forward lifting of foreign ownership limits; GPIF reports profit; Korea Post, APG invest in property debt; EPF eyes UK property; GIC, Mid East SWFs focus on Asia; global SWFs up bond exposure; and more.
The largest tech stocks have suffered since early October, exposing risks that could spell the end of a long upward ride and force asset owners to rethink how they invest in equities.
Buoyed by returns from listed and unlisted assets, Australian pension funds recovered from 2015 decline, though industry experts split on how they can sustain this momentum.
With steady yield hard to come by, superannuation funds are taking bold steps to satisfy their thirst for infrastructure, such as by making unsolicited proposals for regulated assets.
Investors and advisers at AsianInvestor’s 2nd annual China Global Investment Forum debate the approach institutions should take to accessing international markets.
Dan Vanden Boom has left Morgan Stanley to join the infrastructure asset manager in Australia, as his boss Eddy Schipper starts gathering assets in Asia.