China insurers may get higher equity investment limit; Japan insurers eye more foreign exposure; Khazanah targets 60%-plus offshore allocation; global institutions look to add real assets; and more.
A July survey of 177 institutional investors by Preqin showed an overwhelming majority believe equity markets are at a peak and could see a big correction soon.
A string of rate cuts by countries trying to catch up with the US Federal Reserve is narrowing investment options.
Cross-border capital accounted for nearly half of commercial real estate investment in tier-1 Chinese cities last year, with insurers seen as a fast-growing source of the flow.
Institutional investors have a key role to play in this initiative since natural capital is not well looked after in Asia, says a new umbrella body launched on Monday.
Insurance companies are increasingly turning to ETF products for both tactical and strategic asset allocations, BlackRock and other industry participants note.