As investors continue to parse financial data to figure out the next interest rate move from the Fed, there are conflicting opinions on what the future holds.
Fixed Income
Ten insurers detailed their investment plans for the fiscal year ending March 2024, and one key takeaway was that they could pile more bets on local government bonds.
Two new frameworks are prompting South Korean insurance firms to rethink their investment priorities, industry experts tell AsianInvestor.
AsianInvestor explains how the winners in this category were selected. Mercer data was used for the funds and strategies assessed and the winners were selected based on their performance in 2022.
UniSuper has chosen an investment manager to manage a portfolio of senior, secured private debt assets in Australia and New Zealand.
Asian institutions are keen to raise allocations to private debt this year, a newly-released BlackRock survey and comments from asset owners such as family offices show.
The Chinese insurance giant is adding alternative investments in real assets to enhance portfolio resilience. It is optimistic about China’s $12.5 billion public REITs market, where it is both asset owner and investor.
The Hong Kong family office is repositioning its public assets portfolio of equities, bonds and cash to capture different opportunities in Asia, Europe, and the US.
Tradeoffs must be re-assessed amid incoming regulatory changes as well as interest rate uncertainties, insurance executives from Swiss Re, Sun Life International and Manulife said.
Uncertainty may be uppermost in investment managers’ minds, but higher interest rates present opportunities, speakers told AsianInvestor’s Insurance Investment Briefing Hong Kong.
The AsianInvestor team spoke to some heavyweights in the asset owner industry in February, discussing a wide variety of trends and topics.
In an exclusive interview, chief investment officer Don Guo said Prudential sees opportunities across various asset classes, including alternatives and Chinese equities.
