The end of the year has an ability to stir up equity markets in a positive way. AsianInvestor asks asset managers what sectors and themes are likely to see action in the festive season.
Equities
While the Malaysian pension fund reassesses the Chinese market, other Asian markets are gaining favour, its CIO says.
In times of market volatility, the allure of holding cash and waiting for the right opportunity to come along can be tempting for investors, but is it the right move now?
The National Social Security Fund added $17.8 billion in Chinese equities last year across the consumer and healthcare, real estate, automotive, industrial, resource, and infrastructure sectors.
Listed companies in Japan are being pushed to place greater emphasis on environmental, social and governance standards, with Japan's GPIF, the world's largest pension fund, leading that charge.
Japan's Government Pension Investment Fund, one of the world's largest institutional investors, defends its annual results after a challenging year and stresses the difficulties in managing such a large investment portfolio.
KMXK Investment cites short-term macro risks as drivers of cautious stance as it remains bullish on region in the long run.
One of Canada's top pension fund managers believes there are plenty of opportunities in the region, even as it strikes a cautious tone on investing in the region's largest economy.
While there has been a drop-off in investment activity from investors based in the US and Europe into Asian real estate, Japan is bucking the trend, according to industry experts.
APG Asset Management Asia has confirmed that two global emerging markets veterans left the Dutch pension fund in August.
Investors are prioritising diversification of their portfolios and one asset class stands out as a diversifier, according to a recent survey by AsianInvestor's investment intelligence data platform.
Tech stocks have captured investor imagination with the enormous focus on artificial intelligence recently. AsianInvestor asks fund managers whether the hype will continue, and what to expect next.
