Insurers should be able to allocate assets more quickly, especially given current levels of uncertainty, heard AsianInvestor’s insurance forum yesterday.
The equity trading link will go live on December 5, with Chinese insurance firms expected to boost flows into Hong Kong and hedge funds showing interest in Shenzhen stocks.
Insurers in the region are eyeing more tactical asset allocation and increasingly using ETFs to that end, finds BlackRock research. They are also targeting illiquids, above all private equity.
AIA's China CIO expects mainland insurers to pour up to Rmb200 billion into Hong Kong equities, after the regulator said it would not view Stock Connect investments as foreign allocations.
Hong Kong-listed exchange-traded funds should prove attractive to mainland insurance firms looking to boost their overseas exposure, says Tobias Bland, CEO of fund house EIP.
Mainland insurers' returns fell in the first half, even as their assets grew, with alternatives now accounting for a third of AUM. Foreign asset managers may need to adapt their approach accordingly.
Four in 10 insurance firms in the region plan to outsource more investments this year, but they are also more downbeat in their outlook than their peers elsewhere, finds a new survey.
AsianInvestor hosted its third annual Insurance Investment Forum at the Ritz Carlton Hotel in Hong Kong on February 18. Here we present a gallery of photos from the event.
Investment heads at AIA, Axa, BNP Paribas Cardif and Zurich outline what they are doing to meet liabilities. Zurich's Hong Kong CIO moots halving his sovereign bond allocation.
Fund houses see Taiwan as the most attractive investment-linked product market in Asia, but it is getting harder to access for latecomers or smaller players, finds research house Cerulli Associates.
They plan to boost exposure to these asset classes most of all this year, with outsourcing to external managers high on the agenda, finds GSAM’s annual survey of insurance CIOs.
One of the country's smaller insurers eyes offshore fixed income such as infrastructure debt, as larger peers also move to diversify their portfolios.