The biggest concern for investors might be recession today, but inflation could be lurking on the horizon. Plus: how to allocate in the face of Donald Trump's frantic fight for re-election?
The spread of the coronavirus has led to the usual assortment of hucksters and grifters trying to take advantage; and US Republicans turn to insinuation and slurs against Calpers' CIO.
Investors in search of some yield could seek out one of the most basic forms of dividend available. Exotic renewables offer another option – via the medium of dance (and beef)
JP Morgan has come up with a novel way to monetise Donald Trump's twitter tirades; and is gold glistering more for investors, as mainstream markets become less certain?
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In a surprise move, the giant US pension fund has accepted the resignation of its controversial CIO.
Jin Liqun is re-elected to a second term as president of AIIB; Franklin Templeton confirms new CEO and restructures Apac management team; Cbus names new CEO; Manulife names general manager for Asia emerging markets; AllianzGI builds out multi-asset team in Asia Pacific, and IQ-EQ hires business development director.
Increasing polarisation between East and West leaves China in the economic driving seat, according to a new IFSWF and Invesco report.
Canada Pension Plan Investment Board hires Asia head of relationship investments; DBS Private Bank's head of fund selection to leave; Citi Private Bank appoints head of India investment products; Raffles Family Office names Greater China head; Ninety One relocates fixed income fund manager; First State Investors names non-executive director, and more.
Experts believe the Korean pension fund could be ramping up internal staff to bring equities and fixed income inhouse, while focusing its external investing on alternatives.
This is the second of six articles in Eastspring’s Asian Expert Series, which explores the future of Asia post Covid-19. While the outbreak accelerated many of the technological shifts that were already underway prior to the pandemic, we identify five key trends that will reshape the global landscape and the role Asia will play.
In an environment where investing in a few large cap stocks is the key to outperformance, fund managers who are truly active and still outperform will gain appeal, industry experts say.
A global survey of 300 investment managers reinforces the value of ‘whole office’ solutions for achieving greater efficiency and resiliency in investment operations.
COVID-19 has reinforced the urgency for asset owners to rethink how they effectively build portfolios and manage risks. The agility needed to react to sudden market changes while achieving optimal risk-adjusted returns is paramount today – and will be increasingly relevant amid the uncertainty of a post-pandemic world.
Asset owners in Asia Pacific are also more likely than those in Europe and North America to change their strategic allocations this year, finds a new study by Bfinance.