Changing market dynamics are highlighting for investors the potential cost of their disproportionate focus on equity risk, according to market experts.
Asset Owners
According to the report, institutional investors should look for exposure to blockchain technology and its applications, since cryptocurrencies are neither currency nor precious metal substitute.
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Diversification and increasing exposure to alternatives has become a core strategy for insurance investors, but what does this mean against the ever-changing macro backdrop? Hong Kong’s leading insurance investors will gather in person and discuss how to position portfolios for success.
The Dutch pension fund says it will push for improvements in ESG practices of its portfolio companies in South Korea and Japan with active engagement, including lobbying the government and the media and using its voting rights.
The environmental impact of investment portfolios dominated headlines in 2021, but institutions will only increase their risk if they fail to address the social and governance principles of ESG as well, according to New Zealand’s sovereign wealth fund.
The Australian superannuation fund expects opportunities for currency trading as a result of the Chinese government rolling out measures to grow the economy.
Horizons Ventures to open family office in Singapore; AustralianSuper expands private equity investments over the next two years; CDPQ real estate arm Ivanhoe Cambridge to invest $1 billion in green digital infrastructure project in India with Bain Capital and Lodha Group; and more.
Experts say the drive for consolidation of smaller super funds into a few mega funds misses a key consideration of the role of superannuation: investor engagement.
Volatile geopolitics, unpredictable monetary policy and generational differences in priorities means sovereign wealth funds will have their work cut out for them in the coming decades.
Major asset owners, such as APG, NZ Super and AustralianSuper, are looking to invest in data centres in Asia even as the demand for these assets outstrips the current supply.
NPS head of Americas private equity and global hedge funds team leaves after 11 years; AIA hires director of tactical asset allocation from JP Morgan Asset Management; Manulife appoints chief risk officer for Asia; Bruce Tomlinson leaves Australian Retirement Trust; Franklin Templeton makes senior appointments in Malaysia; Eastspring loses three C-suites; and more.
Major lifers in China are dealing with increasing pressure over their asset allocation strategies and returns under a volatile capital market plus a new solvency regime domestically.
