The conversation about Chinese investments is quieter than it was before, but a camp of venture capitalists remains optimistic about its recovery.
In partnership with Bosera Asset Management
Pandemic-fuelled turbulence and policy risk concerns will have little impact on the long-term investment value of the China stock market, making it attractive to international investors.
Huge cuts in emissions from real estate assets will be essential to reach net zero carbon by 2050. Columbia Threadneedle Investments’ carbon neutral real estate approach has been established for over a decade and offers major benefits for all stakeholders.
Investors will take heart from predictions of strong growth for Singapore’s economy, but analysts observed that China's tech clampdown and the pandemic could still disrupt markets.
The state investor achieved the highest shareholder returns since 2010, when it had 43% returns, and a record net portfolio value, its latest annual results show.
Uncertainty from Covid-19 and due diligence challenges have prompted real estate investors to favour blind pools over large-scale projects.
Last year's events forced the sovereign wealth fund to take a short-term view on risks despite its long-term mandate.
CIO Sue Brake explains how the fund's approach allows it to remain flexible, how it is reacting to heightened volatility and how her joined-up mantra will help it avoid inflation.
Measures to ensure continuity of investment management have been largely successful, but the situation requires constant monitoring to maintain efficiency, say asset owners.
Top executives at the two big public investment funds reflect on their institutions’ approaches to stress testing and private markets, among other things.
Raphael Arndt, CEO of the Future Fund, said high asset prices are forcing his organisation to build liquidity and consider lower returns. He also worries about rising income inequality.
The encouraging news about an effective Covid-19 vaccine has strengthened investors’ belief in the recovery prospects of the region's economies and financial markets.