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.
The Karan Thapar family office is fine-tuning its investment strategy, balancing long-duration bonds with carefully selected alternative assets, as it navigates shifting interest rate cycles in pursuit of stable returns.
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.
Singapore-based Rumah Group is pioneering ocean investments through a dual strategy of patient capital and flexible financing, targeting SMEs in Southeast Asia with sustainable business models.
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.
