The impact of Covid-19 has caused volatility in equities and a collapse in interest rates across many countries. To secure decent returns, pensions and insurers will need more alternatives.
A new series of articles for AsianInvestor's 20th anniversary focus on major investment undercurrents. First is the need for the region to build pension fund assets and returns.
Mar 26, 2010
This is one bullet from the grapeshot spread by Credit Suisse demographic analyst Amlan Roy, who also argues that “Bric” is a meaningless concept and that Britain stands at the precipice.
CLSA analyst Chris Lobello says AsiaÆs middle-aged population will be a key driver of the regionÆs stock markets in the coming years.
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In a surprise move, the giant US pension fund has accepted the resignation of its controversial CIO.
As the Hong Kong Monetary Authority rotates senior staff roles, its $541 billion Exchange Fund has rebounded strongly from a first-quarter investment loss.
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.
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.
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.
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.
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.
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.
American Century appoints new Korea sales head; JP Morgan names Japan head of investment stewardship; Schroders replaces global real estate head; Morningstar names head of sustainability research for Emea and Asia Pacific; Manulife rings changes in Hong Kong; and more.