The country's corporate pension funds have traditionally favoured hedge funds in the alternative space but this is expected to change as they ramp up exposure to private markets.
The Japanese pension fund’s actively managed foreign-equity investments outperformed the far larger amounts being managed passively. Should it take active investing more seriously?
New prime minister Yoshihide Suga could set out plans to tighten GPIF's oversight to garner support for his re-election next year, say country experts.
Despite Covid’s impact reverberating through the local economy, multi-family properties in Japan have seen growing interest, but competition is driving down entry yields.
But other investors have been busy striking deals in Japan's residential sector, which is seen as likely to hold up better than other Asian real estate markets amid the pandemic.
With depressed domestic bond yields, Japan insurers have little choice but to allocate more into alternatives and risk assets in order to meet their insurance policy needs.