Value is hard to find, inflation is set to rear its head and quantitative easing is tapering. That combination has led Australian asset owners to expect only moderate returns for 2018.
In the first of a series of articles on the fixed income outlook for this year, fund managers say bond investors are not pricing sufficient inflation into their expectations.
The main focus in early 2017 will be on the US, but may soon shift to concerns about Europe. Meanwhile, portfolio strategies are still being driven by ultra-low yields and high uncertainty.
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.
Investors saw the latest round of stimulus in Japan as disappointing; it also highlights problems faced by other economies, says Paul Markham of UK fund house Newton.
CLSA’s global equity strategist, Chris Wood, says Kuroda has set the wrong inflation target and is impoverishing households, but suspects he will still extend quantitative easing.
The chief executive's decision to step down after nearly 17 years ends an era of rapid evolution. New CEO Dilhan Pillay will need to accelerate Temasek's move into modern areas.
The data and analytics specialist is joining asset management consultancy Shoreline to expand the team in Singapore advising on investment operating models.
Korea Post names two new CIOs; M&G Real Estate replaces Asia CEO and CIO; Cbus names a people and culture executive; KKR MD Terence Lee quits; MetLife hires HK-based institutional and insurance head; HSBC makes trio of CIO appointments; CBRE account director transfers from HK; SC Lowy adds trader in London; and more.
Pimco names new Apac head; Hines expanding Japan and Korea teams; T. Rowe Price appoints wholesale and family office head; Odey's Brook AM lures another Newton exec for new EM fund; Complyport HK sees ownership change, renamed S2 Compliance; Rob Lance joins portfolio software startup to run Asia sales; Tokyo Stock Exchange names president.
Investors in Asia Pacific will likely see the low interest rate environment as an opportunity to add risk assets in the hope that the economic recovery is on the immediate horizon, but the case for owning gold in portfolios remains strong, according to Jaspar Crawley, Head of Distribution, APAC, at The World Gold Council.
Asset owners and managers are being drawn to private credit investments in China and India, but also other areas. However, Asia presents unique risk challenges too.
AsianInvestor is requesting submissions for its latest Asset Service and Asset Management awards, which will incorporate a panel of industry judges. Read on to learn more.
The Construction Worker Mutual Aid Association and DGB Life are among the Korean asset owners that intend to further increase their alternative investments.
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