Expectations for multiple interest rate cuts by the US Federal Reserve in 2024 have shifted to concerns over a possible additional rate hike. AsianInvestor reached out to asset managers for their current projections.
Asset themes
Low carbon prices have failed to provide robust incentives for companies to decarbonise, so institutional investors need to initiate dialogues with companies on how they can use the evolving carbon market in Asia.
Market dynamics, regulatory shifts, and tenant-driven demand are shaping the climate-focused real estate investment landscape, according to industry experts.
Two megatrends are influencing the state investor’s investment approach, the vice chairman of sustainability told AsianInvestor.
The Dutch pension fund investor has been experimenting with integrating artificial intelligence (AI) into its investment processes for the better part of a decade, with the aim of empowering its human decision-makers.
Samuel Wu of Tridel Capital tells AsianInvestor that the family office is keeping an eye out for interesting sectoral bets, even as the overall investment strategy remains defensive.
When should asset managers strip their portfolios of fossil fuel-heavy entities, and when should they leverage their status as investors to push for energy transition from within?
Asia Pacific family offices are now a significant player in Australia’s private capital market, which has experienced a meteoric rise in recent years.
Japan’s Government Pension Investment Fund (GPIF) and Dutch pension fund APG Asset Management are joining forces to invest in strategic infrastructure assets in developed overseas markets.
AsianInvestor's 2nd COO Forum will take place on 5 June at Eaton Club, Hong Kong, gathering operational leaders from the investment industry, providing a platform to exchange valuable insights and strategies for navigating operational challenges and embracing opportunities presented by digitisation.
IFM Investors says infrastructure is becoming a global mainstream asset, pointing to digitalisation, decarbonisation, and policy incentives driving capital flows.
One of Australia’s oldest superannuation funds is integrating artificial intelligence into its investments process, but the fund’s people will always be firmly in the driver’s seat.