Tag : stocks

4 days ago

Inflation, fluctuating interest rates, Covid-19 shutdowns, and sporadic reopenings have led to bouts of volatility in the market, with tech stocks bearing the brunt of the selling over the last month.

Fund Managers

Aug 5, 2021

Shusi He

The valuation gap and earnings growth potential pose opportunities in European equities, particularly in cyclical industrials and ESG themes.

Fund Managers

Jul 8, 2021

Natalie Koh

Some correction can generally be expected, but dividend-yielding sectors such as financials and healthcare hold opportunities in the near future, experts say.

Asset Owners

Mar 29, 2021

Jolie Ho

The third-largest pension fund in the world is still planning to reduce domestic equities despite calls from retail investors for it to support local stock prices.

Asset Owners

Sep 1, 2020

Joe Marsh

With Covid-19 driving technology share prices to record levels, even the threat of tighter regulation in the US has had little impact on valuations in the sector.

Asset Owners

Mar 17, 2020

Jolie Ho

The largest lifer in Taiwan is confident that it can buffer volatility in the equity market and will pay attention to good investment opportunities in domestic stocks.

Top news, insights and analysis every weekday

ASIANINVESTOR BULLETINS

Aware Super appoints deputy CIO and head of governance; AustralianSuper promotes chief risk officer to replace Paul Schroder; Raffles Family Office adds two new roles to independent advisory board; Amundi appoints South Asia CEO; Barclays names China chief executive; Zico hires head of advisory in Singapore; Capital Group names head of HK client group; and more

Asset Owners

Oct 5, 2021

Shusi He

Responsible investing includes allocating to poor-ESG performing EM countries and helping them shift to greener solutions, instead of divesting completely, experts said.

Asset Owners

Oct 10, 2021

Shusi He

Experts believe the Japanese pension fund’s decision will have limited impact on global investors’ appetite for China sovereign papers, and any impact would be felt more in Japan’s public sector.

Partner Content

Sep 28, 2021

Schroders

As more multi-asset portfolios integrate sustainability, such portfolios’ ability to navigate short-term swings in performance is enhanced without sacrificing longer term returns, says Schroders’ Jason Yu. In this Beyond Profit series, the firm explores both investing in sustainability-driven sectors and incorporating ESG considerations in the investment process.

Fund Managers

Oct 13, 2021

Shruti Medha

Corruption risks and the lack of opportunities are not helping Asian investors overcome their doubts about the value of ESG metrics

Alternatives

Oct 7, 2021

Lucas Cacioli

With increasing demand from professional and institutional investors for ESG-friendly crypto products, a number of purely blockchain-focused venture capitalist funds and hedge funds have emerged in the markets.

Asset Owners

Oct 14, 2021

Shusi He

Nearly 50% of institutional investors and family offices in Asia Pacific intend to increase the number of external managers for their thematic investments in equities over the next 12 months.

Moves

Oct 8, 2021

Staff Reporters

Equip and Catholic Super appoints Andrew Howard as CIO from Hostplus; Korea Police Pension Fund to name new CIO after year-long vacancy; Willis Towers Watson expands Asia investments team by a third; Capital Group appoints ESG director for Europe and Asia; Columbia Threadneedle opens Japan office; and more.

Tag : stocks

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Korea’s NPS resists pressure to raise local stock investments

Market Views: Will anything derail the tech stock surge?

Cathay Life eyes stocks after de-risking portfolio

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