Inflation is here to stay, but how long is the question investors struggle to answer. In the meantime, super funds Cbus and UniSuper have adjusted their portfolio accordingly.
Investors are shifting their positions in fixed income, and looking for more ESG opportunities in their private equity investments, according to a Manulife Investment Management report.
Omers to buy Indian renewable power producer; GPIF made record cut to treasuries weighting; AustralianSuper's private debt investments to hit A$15 billion by 2024; Hong Kong Exchange Fund's investment income recovers for H1 2021; China's securities regulator claims to seek closer cooperation with US; Allianz wins approval from Chinese regulators to launch asset management firm; and more
Beijing is seen as highly unlikely to rush to offload US Treasuries for a number of reasons, despite mounting tensions between the US and China.
Instability sparked by anti-racism protests are not set to deter investor allocations to US Treasuries, but the country's high-debt level could begin to erode its creditworthiness.
In the latest Year of the Dog prediction question, AsianInvestor questions whether the US Treasury curve will invert, and herald a potential economic recession.
Relative value managers raced to short their Treasury positions after the US Fed hinted at tapering in May, borrowing from the repo market. But demand saw hedging costs spiral.
Bond fund managers in the US debate which sectors of the market will be affected if the country suffers a credit downgrade – and which could prosper.
Portfolio manager Kenneth Buntrock believes credit is still the best place to be in US fixed income.
In the first of a series of investment review and outlook pieces, Northern Trust's chief investment strategist says the group underestimated the rebound in global real estate in 2009, but made the right call on emerging markets.
TaiwanÆs GreTai Securities Market appoints JP Morgan as sole clearer for foreign government bonds.