Instead of using an iron fist approach to incorporate ESG principles, Cathay Financial’s CIO shows how it can be done through both internal and external engagement.
ESG initiatives in Asia often tend to be a lot of hot air but at Taiwan's Cathay Life it is at the heart of the investment decision-making process, its CIO tells AsianInvestor.
The two insurers argue that a US rate hike will boost bond returns, despite Donald Trump's planned tax cuts and stimulus measures appearing to favour other asset classes.
Taiwan’s biggest life insurer has been building its investment team and offshore exposure to help it generate alpha. More than half of its portfolio is now in foreign assets.
In the final extract of our video interview with Sophia Cheng, the Cathay Financial CIO outlines how its perception of risk has evolved and what it hopes to see in Asian bond markets.
In a video interview, Sophia Cheng, CIO of Cathay Financial Holdings, reveals what part alternative investing plays in asset-liability management, including global private markets.