Tag : us equities

Nov 11, 2021

The Federal Reserve has announced the beginning of its much-discussed tapering soon. Adding in the effects of inflation and supply chain disruptions, does this mean US equities are set for a drastic correction in the short term?

Asset Owners

Aug 19, 2021

Shusi He

The Korean sovereign wealth fund has divested all $221.5 million worth of its Alibaba equity investments in the US and increased its Baidu holdings by 450% by the end of June.

Asset Owners

May 11, 2020

Jolie Ho

The Chinese insurer is targeting various asset classes as it looks to diversify overseas via its new Hong Kong operation, despite market uncertainties.

Fund Managers

Jan 17, 2013

Jame DiBiasio

Famed value investor Bill Miller is setting up his own entity within Legg Mason, while the rest of the US equity business is combined with affiliate ClearBridge Advisors.

Sep 19, 2011

Jame DiBiasio

Lombard Street Research’s Charles Dumas says the global economy will fall into recession and China won’t be able to help. US equities are best poised to lead investors to recovery.

Fund Managers

Apr 21, 2011

Joe Marsh

Large-cap US stocks offer the best value, despite the US being put on negative outlook by rating agency Standard & Poor's for the first time, says the CEO of Perkins Investment Management.

Top news, insights and analysis every weekday

ASIANINVESTOR BULLETINS

Over the next 12 months, investors in Asia will likely contend with a fast-moving investment landscape shaped by China’s increasing focus on sustainability alongside the tenor of macroeconomic policies and the path of inflation. PineBridge Investments’ specialists offer their views on what investors can expect in 2022 and the opportunities arising from this confluence of changes.

Asset Owners

Nov 29, 2021

Richard Newell

Renewable energy remains the most attractive climate-related investment sector as SWFs move swiftly to address their environmental impact, according to the latest report.

Asset Owners

Nov 23, 2021

Twinkle Zhou

The Abu Dhabi Investment Authority (Adia), in particular, is likely to deepen its reach, having already boosted its A-share holdings in the first half of the year.

Asset Owners

Dec 1, 2021

Twinkle Zhou

The former CIO of China Pacific Insurance Co (CPIC) had left the insurer in September for "family reasons". He previously worked at AIA and AIG.

Asset Owners

Nov 28, 2021

Lucas Cacioli

The Dutch pension fund manager sees more growth opportunities in Southeast Asia post Covid-19 but retains faith in China’s private equity market.

Partner Content

Nov 17, 2021

Apex Group

Big shifts such as consolidations among asset managers will likely happen in the burgeoning private debt markets in Asia. How should global asset owners tap into the private credit boom?

Asset Owners

4 days ago

Staff Reporters

Temasek MD joins KKR as head of growth equity for Asia Pacific; China Pacific Life Insurance appoints Su Gang as CIO; Spirit Super chief executive to step down; Hong Kong's SFC enforcement executive director to step down after contract ends; Willis Towers Watson names Hong Kong and Macau head; Value Partners adds head of Southeast Asia; and more.

Alternatives

Nov 21, 2021

Hugo Cox

Asian investors including Aware Super, LGIAsuper, NZ Super and an Asian insurer have been increasing their allocations to Europe’s residential property sector this year.

Partner Content

Nov 10, 2021

PGIM Fixed Income

The renewable energy sector is undergoing rapid developments amid climate crisis. What are the investment opportunities and challenges that exist in the energy transition in India and Southeast Asia?

Tag : us equities

Market Views: How will inflation and tapering affect US equities?

KIC leaves Alibaba for Baidu shares in the US

CPIC eyes range of assets in offshore investment push

Legg Mason combining equity biz with ClearBridge

Brace yourself for 2012 recession: Charles Dumas

Perkins IM talks US value stocks after negative S&P move

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