Defeat for Marine Le Pen in the French election on Sunday would boost risk appetite generally, say fund managers. But US equities are widely viewed as overvalued.
Most believe victory for National Front leader Marine Le Pen in the French election would have a sharp negative impact on Asian assets. But some take a rather different view.
Regional investment heads at DBS and Lombard Odier say emerging markets are a better bet amid heightened political risk and uncompelling valuations in developed Europe.
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The largest retirement funds in the Netherlands and South Korea have formed a landmark partnership to focus on real asset mega-deals. Their investment heads tell AsianInvestor why.
Federated Hermes adds Asia, Australia/New Zealand sales heads; Eastspring, Nomura AM, Aberdeen name new Taiwan chiefs; Peak Re hires first chief economist; CBRE names HK investment property head; Campbell Lutyens appoints senior adviser in Singapore; and more.
The Malaysian state-linked unit trust manager has given factor-based global equity mandates to three fund houses and is mulling investing into new types of illiquid assets, say sources.
Taiping Insurance appoints new chairman; Etiqa replaces Singapore chief; Nuveen appoints Japan real estate head; Vontobel opens Singapore office; Aquila Capital names Apac CEO; Neuberger Berman adds new RM; Ocorian poaches fund services trio from Apex; Northern Trust replaces HK client services head; CSOP sells FO business to Carret Private and more.
Institutional investors still believe private asset investing comes with extra challenges, but that the diversification and return benefits make it worth their while. A recent Schroders survey identifies notable increases in interest for real estate debt, infrastructure equity and insurance-linked securities.
David Elms, Head of Diversified Alternatives at Janus Henderson Investors, says that 2020 presented a volatility opportunity for those who were ready for it. In the following Q&A, he shares some strategies for risk-adjusted returns over time - from truly diversified sources – and talks about the biggest risks he sees in the markets today.
The Chinese government will next week discuss its economic and social development plan for 2021 to 2025 against a volatile global backdrop. Investment experts are mulling potential outcomes.
Compared to global peers, Asia’s travel and tourism sector appears better positioned to weather the lingering challenges in a post-Covid world. Amid international travel restrictions, domestic tourism shows signs of recovery - while talk of regional travel bubbles brings hope to the industry. This is the final instalment in Eastspring’s Asian Expert Series, exploring the future of Asia post Covid-19.
Rising demand for ESG-themed funds has led to the development of indices with sustainability components.
Impact investing aims to identify businesses and organisations pursuing purpose-led activities serving the needs of the global economy and environment. A thematic approach to impact investing seeks to identify opportunities created by pressing issues that can be identified as megatrends – including climate change, access to water and pandemics.