Investor assertiveness is shaping more sustainable energy production in the region, the insurance group CIO says.
Fixed Income
Asset owners have been taking note and diverting their portfolios to products with higher yields.
The insurer believes the Chinese market is bottoming out. It will also continue to add exposure to high-dividend stocks, which contributed to its positive return last year.
Higher-for-longer interest rates are shaping investment preferences for the reinsurer, the audience heard at insurance industry event in Hong Kong.
Institutional investors are adapting their strategies as they embrace high interest rates as the new normal, survey show.
India is one of the best investment markets right now, the CIO of an insurance company told AsianInvestor.
China was the region’s most favoured real estate market in 2023 for Asian institutions but could end 2024 as its most shunned.
As the relatively new asset owner reaches $70 billion in AUM, the portfolio will gradually focus more on active investments, its co-CIO says.
The insurer is assessing an active Chinese equity mandate to capture alpha return by selecting sectors, industries, and companies.
The city-state's drive to become a regional hub for alternative assets over the past few years has encouraged interest from new kinds of investors and led to evolving products.
Investment flows into sustainable funds and actively managed funds in Asia reveal a region at a crossroads of growth and adaptation, according to research from Morningstar.
Agnes Sng, head of investment funds advisory for Asia, BNP Paribas Wealth Management discusses fund selection, red flags and investor appetite for different types of funds.