There are cautiously optimistic expectations that inflation will decline and the Fed's rate hike cycle has peaked. That opens up opportunities for emerging market bonds to shine, according to some investment managers.
India's inclusion in a widely tracked emerging market debt index suite will also bolster the local currency's value against the US dollar, said HDFC Pension Fund Management's Sriram Iyer.
In partnership with PGIM Fixed Income
Amid macro uncertainty and slowing growth, PGIM Fixed Income’s emerging markets (EM) debt team aims to minimise vulnerabilities while selectively tapping opportunities across bonds, rates and currencies – a tried-and-tested approach that has also secured an AsianInvestor award.
In partnership with HSBC Asset Management
Supported by Asia’s structural growth story, fixed income assets – including Hong Kong dollar (HKD) bonds – offer investors a potential route to resilient and diversified returns despite the blurry global outlook, according to HSBC Asset Management (HSBC AM).
The South Korean pension fund has calibrated its asset allocation strategy as it braces for an unpredictable second half, its investment chief says.
Taking a passive approach to listed investments is no longer sufficient to ensure satisfactory returns, said the Australian sovereign fund's chief.
AsianInvestor is pleased to announce the results of this important category on day 3 of the awards announcements.
From property-heavy portfolios to those focused on farming and forestry, iwi are most concerned about what is best for their local community.
While keeping its powder dry for the time being, Australia's sovereign fund sees potential in allocations to China.
Commodities and more aggressive alternative strategies are among the options being explored as institutional investors look to counter potential threat.
With inflation high and rising, pension and insurance investors are urged to look more closely at their liability matching investment strategies.
The Dutch pension manager expanded its partnership in the Chinese market in 2019. The latest available data shows the portfolio is growing and doing well.