Larger life insurance firms are likely to pursue private asset investing more assertively. Some think that they could look to structured equity products that hedge risk too.
With full ownership now on the table and various alternatives also open, foreign fund groups in China are weighing how to expand into a fast-changing market with lots of potential.
The big Chinese insurer is about to fund its first global multi-asset portfolio, as chief investment officer Ben Deng continues a strategy revamp and eyes more foreign exposure.
Institutions such as the Asian Infrastructure Investment Bank – and recent studies – are showing why and how investors should analyse the ESG performance of bonds and issuers.
Domestic asset managers are increasingly sophisticated and could become global players within 20 years, said the Asia chief executive of JP Morgan Asset Management.
The investment industry will remain fragmented despite the trend for more mergers, and Beijing is not motivated to lead an Asia funds passport, argues Michael Falcon.
Foreign investors are concerned less with Standard & Poor's downgrade of China's sovereign rating than a set of other factors, which are influencing their engagement with its debt market.
Our biggest award of the year went to JP Morgan Asset Management. It combined a robust ongoing business with definite strides in client engagement and product evolution.
Watch out for a rising dollar, say fixed income fund managers, who believe the second half of 2017 will drive performance of debt in certain markets, in a reversal of what happened last year.
Being flexible and selective will be key to success in fixed income investment this year, say debt specialists. They tip high yield and, later in the year, emerging-market debt to do well.
August sales of Hong Kong funds under the mutual recognition scheme exceeded the total volume in the first seven months of the year. JP Morgan Asset Management accounts for the lion's share.
JP Morgan Asset Management's new sub-advisory partnership with Indonesian fund firm Mandiri Investasi may herald more such deals, amid growing local demand for global assets.