Inflation fears spooked investors earlier this year and continue to weigh on their minds as resurgent economic activity pushes up prices, yet evidence suggests the inflation pick-up is transitory.
Thanks to the current rise in yields, the key return driver of the bond market is set to change but its bull run will very likely continue.
Asian institutional investors were generally more optimistic about post-pandemic economic recovery but only 33% were confident about achieving their short-term objectives.
Chief investment officer Sue Brake says the Australian sovereign wealth fund is eyeing private markets as it navigates a way through the 'new paradigm' left in the wake of Covid.
The Australian fund, formerly known as Local Government Super, is drawn to share markets but does not plan add alternative assets because of liquidity constraints and fee pressures.
Two asset owners - one from Korea and the other from the Philippines - describe how overseas and alternative assets are the best hedge against inflation and rate fears.