Reserve managers in Asia and elsewhere aim to relax their investment guidelines amid the pandemic fallout, with an eye on assets such as EM stocks and private equity, say experts.
State-linked asset owners in Asia are slated to add more equities as they shift towards managing the asset class internally over the medium-term, a new survey by Invesco shows.
Reserve managers have undergone a “revolution” of investment diversification, and their yield hunt is expected to continue, with Asia leading the way.
After the Fed's first rate hike of 2018, we asked economists and investment strategists how aggressive the pace of rate hikes can get and the implications for Asian assets.
With poor gender balance numbers at global institutions, the quality of decision-making could be compromised by the lack of different perspectives, said the survey's researchers.
Central bank heads could be replaced in China, Taiwan, Korea, and Japan in the coming three months. Whether the incumbents stay or not, all four face important policy challenges.