Malaysia’s pension fund KWAP records highest-ever investment income; PAG has raised $4 billion for an opportunistic real estate fund; Qantas Super completes its merger with the Australian Retirement Trust; and more.
Fixed income
The great rotation from fixed income to equities is yet to occur. But the future of the asset class is up for debate as the Federal Reserve looks to taper its QE programme.
While Japanese bonds did see a boost from the central banks January rate hike, analysts are expecting investors to favour higher-yielding foreign bonds as fiscal pressures increase.
CIO Jianxin Chen explains how the insurance giant strategically balances short-term opportunities, cyclical market shifts, and long-term stability to navigate the challenging low-interest-rate landscape.
In partnership with ICE
Trends in several segments of the region’s financial landscape look set to drive demand for data over the coming year, says Magnus Cattan, vice president, head of client development for ICE in Asia Pacific.
The Indonesian life insurer maintains long-duration positioning while adapting tactical allocation amid shifting rate cut expectations following the US presidential elections.
In partnership with ICE
Greater appetite for fixed income exchange-traded funds (ETFs) and products with exposure to forces that could reshape the world economy - like artificial intelligence (AI) and automation - are underpinning demand, says Magnus Cattan, vice president, head of client development for ICE in Asia Pacific.
In partnership with Franklin Templeton
The growth prospects, diversity and innovations across Asia Pacific (Apac) offer investors with global portfolios compelling opportunities to enhance their risk-reward balance – both today and over the next 20 years, according to new research from Franklin Templeton.
In partnership with M&G Investments
In this outlook, M&G Investments’ Fabiana Fedeli, Jim Leaviss, Richard Woolnough, Emmanuel Deblanc and others explore the potential implications of the evolving interest-rate backdrop for financial markets.
Asset managers share their expectations for the number and size of US interest rate cuts following the Federal Reserve chair's widely reported speech at Jackson Hole.
As the rate-cutting cycle approaches, fund managers are evaluating whether global and Asian high-yield bonds are becoming more appealing and how investors should approach the asset class.
Asset owners in Greater China are expanding their use of ETFs for a wider range of portfolio use cases as the region offers more diverse products, according to a survey by Brown Brothers Harriman.
Asia's robust economic backdrop is driving Asia-Pacific asset owners to increase allocations to the region's fixed income markets as a source of stable returns, a new State Street Global Advisors survey finds.
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