Asset owners from Korea to Australia see both better returns and inflation hedging when spreading their fixed income to private credit. Still, rising inflation and interest rates are forces to be reckoned with when choosing the right strategy for the asset class.
Even with political upheaval and regulatory clampdowns, investors believe there are still more opportunities in China.
The US alternative investment giant moves to tap fast-swelling institutional demand for private debt assets, reflecting a peer group trend to build up specialist expertise locally.
The private equity firm and sovereign wealth fund took advantage of strong bond markets to raise funds to pay themselves a special dividend in an Indian outsourcing company.
Japanese investors need to carefully sift through a bumper crop of funds raising capital. Smaller gems may outperform.
Kazuhiro Yamada, head of its Japan buyout group, talks about why Japanese companies are more willing to say goodbye to non-core units and how private equity can seize the opportunity.
For private equity firms in Asia – even the likes of Apollo, Carlyle and RRJ – raising money has become tougher, something that outflows from emerging markets will exacerbate.
Private equity managers are increasingly receiving investor requests to incorporate environmental, social and governance factors in their strategies, say sources. This is creating challenges.
SSgA loses South Asia MD, Axa hires fixed income head, RBC WM adds in Indonesia, Pimco names Japan PM, Credit Suisse bulks up fixed income, and HK boss joins Northern Trust.
Gao to the FT: “You must say our name 500 times," venting the frustration of many professional investors struggling to explain their business.
The US-based alternatives credit firm says the US securitised leveraged loan market is fundamentally healthy, but some investors are still shunning the segment.
Sanghyun Lee joins Carlyle from Affinity Equity to head its Korean investment business.