Equities investing is primed to shift with the exit of Donald Trump. Some stocks are likely to fall, while certain value shares may rise as vaccinations are rolled out over the year.
Asset managers that can demonstrate an ability to pinpoint active returns, along with an eye on sustainable investing, are most likely to catch the eye of global asset owners.
China's healthy economy and expanding equities market is drawing more eyes from across the world. Australian superannuation funds, in particular, are looking to invest more.
After years of being in the shadows, sustainable investing is increasingly taking centre stage in Asia. Regional investors will need to assess their priorities and commitment.
The country’s implicit backstop to all state-linked borrowers has stymied credit and risk analysis. Abandoning it will encourage proper risk management and better bond pricing.
After earlier signs of weakening Asia's ESG fund flows leapt up in the third quarter. Japan, Taiwan and South Korea registered particularly strong demand, according to Morningstar.