Despite sudden and unpredictable structural shifts in the markets, NZ Super is keeping its eye on five thematic trends including multi-dimensional inequality and blockchain adoption.
Inflation, fluctuating interest rates, Covid-19 shutdowns, and sporadic reopenings have led to bouts of volatility in the market, with tech stocks bearing the brunt of the selling over the last month.
AsianInvestor considers how technology and data advances could affect investing. We next look at the potential for universal ESG and asset owners becoming tougher fee hagglers.
The country's recent coup leaves foreign investors with a dilemma. Do they pull out and risk hurting local people, or stick in a country that is now ruled by a junta?
Alternative risk premia funds are often touted as an appealing investment option, despite performing badly in recent years. Asset owners need to consider how much value they offer.
The country has adopted new measures over local bond issuance and credit ratings. These may have little impact on defaults but could increase the participation of foreign investors.
The Covid-19 pandemic has accelerated changes in how international asset owners invest in Asia. They are increasingly moving to add resources and form partnerships in the region.
The Dutch pension giant is looking to invest more in the Philippines, Indonesia, Vietnam and India, with a particular focus on infrastructure, renewable energy and natural resources.
The country's budding sovereign wealth fund needs foreign investment, but may struggle to offer levels of return. Would-be investors may instead invest to support geopolitical priorities.
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.