The corporate pension fund has low exposure to Japan’s booming stock market, but the portfolio benefited from currency gains abroad, its CIO says.
Hans Poulsen
Asia’s challenging environment for private equity exits is set to fuel demand for the private equity secondaries markets.
Demand for infrastructure debt is experiencing a significant surge, particularly among family offices and asset owners in East Asia and Australia.
The insurance group has a multi-faceted approach when it comes to achieving sustainable objectives in private markets — and this will be a crucial factor for selecting external managers going forward, AIA’s group CIO tells AsianInvestor.
Distinct return preferences make alternatives a preferred asset class for Japanese institutional investors, a survey shows.
Investor assertiveness is shaping more sustainable energy production in the region, the insurance group CIO says.
Asia-based insurers are planning to add more duration risk and credit risk relative to their peers in other regions according to a survey.
Corporate pension fund managers often lack formal investment skills and experience with asset management, says a CIO whose professional profile is a rare case in Japan.
A high interest rate environment could make the US real estate market an attractive option for insurers under Hong Kong’s incoming regulatory regime.
Bitcoin and AI-related stocks have seen massive gains in market value in recent months. Yet when it comes to long-term performance, which asset holds greater promise? AsianInvestor asked a host of experts.
Developing and rural parts of the region need a more tailored financial approach to fund energy transition, according to the group CIO of the Hong Kong-based insurer.
Asset owners have been taking note and diverting their portfolios to products with higher yields.