Asset owners have been caught between a rock and a hard place. Volatile equity markets are forcing them into fixed income but options are fast dwindling.
Negative rates have failed to spur domestic demand, and while institutions have been driven to invest more offshore, they now face other issues, says Mark Konyn of insurer AIA.
Apr 18, 2016
The asset management industry is beset by challenges; we identified five as the most crucial and published them consecutively earlier this month. Here they are in case you missed any.
Apr 7, 2016
We have identified the five most crucial challenges facing the asset management industry. Today we outline number two.
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US-based TIAA’s investment arm is ramping up its Asia presence after posting a record regional inflow of assets this year, its global CEO and Asia head tell AsianInvestor.
BlackRock appoints first China private credit head; Nikko AM names head of consultant relations; Standard Chartered's global private banking head leaves in restructuring; Pictet WM hires fund specialist from UBS; RBC WM appoints new head of investments for Asia and international; Indosuez hires new COO; Natixis names three Taiwan executives; and more.
The US dollar is currently strong, but economic weakness, minimal rates and a large and rising debt burden could cause it to weaken. How will that affect how asset owners invest?
AustralianSuper hires property head in London amid buildout; Cbus appoints first chief IT officer; Pictet opens Shanghai WFOE, names head; AMP Capital appoints Rebekah Swan as NZ head of clients; Milford AM names sustainable investment head, senior analyst; VC firm QED hires India/SE Asia head; and more.
Beyond the pandemic and trade tensions, underlying developments in China may have transformative implications on companies in Asia and frame how investors look at Asian equities going forward, including up and coming small caps.
China’s domestic private equity (PE) market has grown rapidly in the past ten years offering a range of opportunities with tremendous growth potential. Yet without the right fund structure, international investors simply can’t access many of the most exciting deals. Jun Qian, Head of Investments China and General Manager for Schroder Adveq explains.
A China equities allocation makes sense when considering global growth, consumerism, foreign investment and the potential for higher returns. As an institutional investor or investment professional, being exposed to China has traditionally been an ancillary outcome of a decision to own emerging market (EM) equities. However, we believe there are potential return and risk benefits from considering China as an independent allocation.
Investment experts were not surprised by chief executive Carrie Lam's policy address focus on China-focused wealth management, but some feel the goal to expand Reits is promising.
Institutional investors still believe private asset investing comes with extra challenges, but that the diversification and return benefits make it worth their while. A recent Schroders survey identifies notable increases in interest for real estate debt, infrastructure equity and insurance-linked securities.
Making ESG analysis more focused and core to all investment processes is essential to overcome shortfalls in data and transparency amid growing appetite for bonds that meet sustainability goals, according to a virtual roundtable hosted by Eastspring Investments and AsianInvestor.