A recent AsianInvestor Asset Owner Insights survey showed a majority of respondents most interested in increasing their allocations to the region’s equities, particularly in IT, healthcare and financial sectors.
The Danish fund has overallocated to the subcontinent and launched a mandate dedicated to its equity market last year.
The Danish pension fund still expects high stock returns over time in China, particularly from private companies, its head of equities says.
The Danish pension fund sees both absolute and relative gains for its Asia stocks strategy, its head of equity tells AsianInvestor.
With unstable markets and a relatively low yen, the Japanese corporate pension fund faces plenty of challenges — but a multi-pronged investment strategy for next year is taking form.
Asian pension funds need to work twice as hard, especially in governance for investment oversight, to keep pushing for greater portfolio diversification and resilience in order to fulfil their fiduciary duty to an ageing population.
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In August 2018, Ping An Insurance stated it would lower its share of stocks in its portfolio as it aimed to adhere to IFRS 9. Its interim report released August 24 shows that the insurer has delivered on that promise.
In partnership with PineBridge Investments
PineBridge Investments’ Elizabeth Soon, head of Asia ex-Japan equity, Cynthia Chen, equity portfolio manager, and Arthur Lau, head of Asia ex-Japan fixed income make a case for the region offering investors stability that may be lacking elsewhere amid global tumult.
Having made its first negative quarterly return in two years at the end of FY2021, the world's largest pension fund plans to adapt to a changed investment landscape.
As the global economy decelerates after major shocks this year, investors must address both opportunities and threats in volatile and changing markets.
Will the Federal Reserve’s move to raise interest rates and tighten policy aggressively hamper the economic recovery in Asia? What impact will it have on equity and fixed income asset classes?