Liquidity tightening by the central bank has caused negative NAVs for bond funds across the yield curve. Heavy redemptions could cause problems, but hope remains.
AsianInvestor polled senior Indian asset managers to gauge their views on the government's unexpected move to open the country’s mutual funds industry to direct foreign investment.
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Responsible investing includes allocating to poor-ESG performing EM countries and helping them shift to greener solutions, instead of divesting completely, experts said.
Investors have turned bearish on Evergrande and, in some cases, Chinese high-yield. But many believe Beijing will support an organised restructuring of the firm to prevent its complete collapse.
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.
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.
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.
The Evergrande crisis and government clampdowns has cast a pall over China investment. While one fund is putting investment on hold, another says it's staying the course.
Sustainability-linked loans can be a powerful tool in ESG transition. But portion is still minor nowadays.
Sovereign wealth funds such as Mubadala, the Abu Dhabi Investment Authority and Singapore's GIC have been placing more emphasis on private lending, according to two recent reports.
Clarity and a better understanding of data can help ESG assessment as fears of greenwashing continue to rise in China and globally.
Following China’s cryptocurrency ban, experts believe that Singapore is poised to take on a more prominent role in Asia’s digital assets space. Meanwhile, Hong Kong remains attractive for institutional investors.