AsianInvestor's February edition now online
This month
04 On the move
Wong joins State Street to head Asia ex-Japan; StanChart hires von Daenicken; Barclays regroups after departures; Credit Suisse names distribution chief; Ng moves to Aberdeen to replace Cheok; Julius Baer adds new division
08 Regulatory Analysis
Does CSRC backtracking on index circuit- breaker signal an important shift?; Korean managers question new growth measures
10 Data Centre
In a world of low growth and low inflation, history says equities and junk bonds can enhance portfolios. So investors need to assess whether they can stomach the risks
Asset Owners
16 The big freeze
Asian institutions are slowing, halting or culling international investment mandates, heralding a shift in the next generation of asset owners
12 Q&A: Raphael Arndt, CIO, the Future Fund, Australia
20 AsianInvestor’s Southeast Asia Institutional Forum hears emerging markets, energy and Europe cited as opportunities for investors
22 News: BLF raises overseas allocation; NPS appoints CEO, targets CIO; new chief joins KIC; Hong Kong Future Fund to get top-ups; NCSSF issues new global mandates
Distributors
24 Reality bites for MRF
Mutual recognition of funds between HK and China was broadly craved. Now it’s here and last summer’s optimism feels a long time ago
26 Q&A: Chris Blum, head of investments for Asia, JP Morgan Private Bank
28 News: UBS centres China strategy on AM; Julius Baer reshuffles management; UBP to launch post-acquisition hiring drive; P2P lenders seen to harm China WM
Fund Managers
30 Year of the Monkey
Which way will the markets move in the lunar new year? AsianInvestor asks and answers 10 key questions for the coming 12 months
36 Asia Financial Forum: Policymakers seek support for ‘one belt-one road’ and Ben Bernanke discusses the dollar and its effect on Asia
38 China’s second MMF evolution
Money-market funds in China are in a new growth phase, with the advance of institutional investors
42 Survival test
Multi-asset managers may need to pursue complex strategies to stay afloat
46 Q&A: Jean Salata, chief executive, Barings Private Equity Asia
50 News: HKIFA reports on Stock Connect; E Fund targets Europe; Thai managers differ on RQFII; Julius Baer warns on RMB; Natixis to build HK base
52 Bookend
Rise of the Robots: Technology and the threat of a jobless future by Marvin Ford