A long period with a struggling yen against the US dollar creates a challenge that the insurance companies seek to tackle, as risk concerns make overseas diversification necessary.
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Ten insurers detailed their investment plans for the fiscal year ending March 2024, and one key takeaway was that they could pile more bets on local government bonds.
The New Zealand sovereign fund says it is prioritising the sector as it examines opportunities across the region’s property markets.
Growth trumps green credentials in much of corporate Asia, but the pension fund insists it can use its ownership position to foster greater climate consciousness.
The Danish pension fund values its exposure to Japan, but must balance a mismatch between its strategy and the country’s overall corporate culture, its head of equities tells AsianInvestor.
With a surprising pick as new governor, the Bank of Japan might be poised to change tack on its monetary policy. AsianInvestor asked asset managers what this appointment could mean for public markets.
While domestic stocks provided a ray of light, the US dollar’s slide versus the yen in late 2022 hit the value of foreign assets, newly released data from the Japanese state pension fund shows.
The €277bn Dutch pension fund is slowing allocations to the region as part of a worldwide strategy to combat falling asset prices.
In partnership with M&G Investments
While far from immune to global economic weakness and risks, the APAC region has more resilient growth projections in the medium term, buoyed by its growing middle class, says Richard van den Berg, fund manager for M&G Asia Property Strategy.
In a series on how Asian markets might develop in the coming year, AsianInvestor zooms in on Japan and how investors might find value in stocks on the backdrop of a weak yen and a loose monetary policy.
Japan Post Bank has expanded its alternatives allocation as promised in 2017, although by pivoting towards private equity and moving away from hedge funds.
With unstable markets and a relatively low yen, the Japanese corporate pension fund faces plenty of challenges — but a multi-pronged investment strategy for next year is taking form.