While leading asset owners point to the global economic slowdown and rising inflation, real estate, in the right sectors, can still offer an effective hedge against inflation.
Tag : inflation
US asset managers are choosing expensive growth shares over cheaper value equities amid recession fears. Are Asian investors doing the same?
As investors grapple to manage multi-asset portfolios amid today’s uncertainty, they are prioritising portfolio diversification and income via more traditional assets, according to an exclusive poll by AsianInvestor and S&P Dow Jones Indices (S&P DJI).
Green infrastructure developments could provide new stimulus to China’s slowing economy in the second half of 2022, but investors are also keeping an eye out for policy support.
Active management of funds has proven useful at a time when Australian superannuation funds are expected to post negative returns.
With an eye on private assets amid growing inflation and uncertainty, sovereign wealth funds pivot to US and Asia Pacific and away from Europe as the war in Ukraine rages, according to the latest Invesco report.
Institutional investors set aside capital for private debt during the era of low rates, but the alternative asset class could still be attractive in the current environment, according to Australia’s Queensland Investment Corporation.
Thijs Knaap, chief economist for Dutch pension fund APG, discusses how pension funds can protect themselves from the effects of high inflation.
After facing strong selling pressures at the beginning of the year, Chinese stocks have started to rally in the past weeks, but how long will this reversal last and should institutional investors be jumping back in?
Supermarkets, data centres and warehouses have drawn investor interest in developed markets, while Asian logistics have appeal, asset owners said at the Asian Investment Summit 2022.
Despite being long-term investors, sovereign wealth funds have had to develop strategies for unexpected turns in market forces, which include direct inflation protection and multi-asset trend following strategies.
