Effective use of data can help asset owners improve returns, reduce costs and gain an edge when bidding for assets – even helping to undercut rivals, as one sovereign fund has shown.
In an environment where investing in a few large cap stocks is the key to outperformance, fund managers who are truly active and still outperform will gain appeal, industry experts say.
The advent of Covid-19 has accelerated the appeal of technology and data stocks, and raised their valuations. How should long-term focused investors get exposure without overpaying?
This is the second of six articles in Eastspring’s Asian Expert Series, which explores the future of Asia post Covid-19. While the outbreak accelerated many of the technological shifts that were already underway prior to the pandemic, we identify five key trends that will reshape the global landscape and the role Asia will play.
Technology is reshaping how asset owners and managers run their portfolios and interconnect, and the pandemic has accelerated that trend.
Asset owners’ portfolios are growing ever more complex. They will need better data and systems to perform well – and that won’t come cheap.