As artificial intelligence reshapes industries and work forces, institutional investors are discovering new opportunities in unexpected sectors.
Equities
As the AI landscape evolves, investment opportunities are expanding beyond major tech players to encompass a wider range of companies across the value chain.
The implications of Japan’s aging, declining population are misunderstood, catalysing a promising economic outlook that has one veteran investor and author wishing he was 23 again.
Asset managers assess the impact of elections in the UK and France on markets and investment opportunities from institutional investors in Asia.
The Japanese state pension fund beats the market with record gains, as its active management push on equities picks up steam.
The Japanese yen has depreciated sharply against the dollar, while Japanese equities hit record highs. Asset managers debate the currency’s path, BOJ’s policy action, and the outlook for Japanese stocks.
As the classical stock-bond correlation has gone, Korean pension funds and insurers are scrambling for ways to safeguard portfolios and deliver performance.
While some see potential in increased exposure to Japanese equities, others are more bearish and instead targeting opportunities in private markets.
The world’s largest pension fund is increasing its use of active managers and publishing reports on their efforts, its CIO tells AsianInvestor.
The European Central Bank cut interest rates for the first time in five years, while the US Federal Reserve has held steady. Fund managers are now analysing the potential impact of this ECB rate cut on European investments and beyond.
Treasurer Kevin Liem is using a multi-pronged approach to ensure HKBU's endowment fund not only weathers the current market storms but also thrives in the years to come.
Indian stocks have been bouncing between losses and gains since the unexpected outcome of India's crucial parliamentary elections. As the government moves to a new era of coalition politics, we asked experts about what investors can expect in the months ahead.