Despite strong GDP growth, Singapore’s equities lag developed market benchmarks, and valuations remain high, but experts expect more normalisation of the economy across Asean markets in 2022.
Inflation is here to stay, but how long is the question investors struggle to answer. In the meantime, super funds Cbus and UniSuper have adjusted their portfolio accordingly.
Panellists at the Milken Institute Asia Summit discussed hedge funds and alternatives, while Steven Mnuchin, in holographic form, gave his view on the future of inflation and interest rates.
For asset owners, the threat of rising inflation is a major consideration when it comes to the performance of their investment portfolios, according to our Assets Owner Insights survey.
For the Year of the Ox, AsianInvestor offers predictions on some key market developments. Today: Which alternative asset class will climb most in asset owner portfolios?
What could a prolonged period of zero or near-zero cash rates and low bond yields mean for the valuation of growth-oriented assets and their ability to generate cash flows?