The government's plans to stimulate infrastructure could offer sustainable investment opportunities across many sub-sectors. That is drawing the eyes of Asian asset owners.
Yields on high-yield bonds have never been lower, but they retain a substantial share of fixed income portfolios. We asked investment experts how they are approaching these assets.
Lately Korean investors have been struggling to compete with local players for assets in popular US property segments such as logistics and office space.
Senior speakers at the Milken Asia Summit outlined the importance of the US rebuilding alliances as it looks to reset its frosty relationship with China under a Biden administration.
The largest-ever turnout in a US presidential election has led Joe Biden to overthrow Donald Trump. Fund managers and other industry experts offer views on the investment implications.
One week away from the US presidential election, investors and experts believe a likely Biden victory would mean more negotiation and potentially a weaker US dollar.
CPPIB, Omers and OTPP are busy hiring in the region for investment talent in credit, real assets and particularly equities. Omers is also planning to add office space in Singapore.
China Pacific Insurance appoints new chairwoman, COO; AMP's CEO to leave by third quarter; Robeco announces duo in senior China roles; Axa IM hires head of institutional sales for Asia; GLP names co-president for logistics; BlackRock sells onshore Korea distribution business; Income Partners poaches head of distribution from Vanguard; and more.
Although sustainable funds have seen increasing inflows amid growing environmental awareness and the spotlight on social issues due to Covid-19, the industry still lacks a standard definition of sustainable investing. Nicholette MacDonald-Brown, head of European blend equities at Schroders, explains the firm’s three-pronged approach of people, process and purpose.
The Singapore state fund recently bought into impact investing specialist LeapFrog, and is eyeing more investments that combine strong financial returns with a positive social effect.
Special purpose acquisition companies (Spacs) have gained ground as financing vehicles for companies looking to go public. But Asian family offices have yet to make many investments.
Swiss Re hires head of China asset management business; BlackRock deregisters its China WFOE; DWS names head of Apac insurance coverage; Amundi appoints first Asia sustainability officer; Manulife IM appoints senior portfolio manager for asset allocation; Morgan Stanley IM hires portfolio manager for A-shares; and more.
Asset owners are interested in sustainable investments but they lack enough peer benchmarks and suitable products, according to a World Economic Forum white paper.