As the classical stock-bond correlation has gone, Korean pension funds and insurers are scrambling for ways to safeguard portfolios and deliver performance.
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.
The multilateral development bank believes institutions need to be flexible and pragmatic while trying to make sustainable investments in emerging market debt.
Many top Japanese life insurers, tempted by historically high yields, are nearing purchases of domestic government bonds, yet others are holding out for even more lucrative opportunities.
The insurer believes the Chinese market is bottoming out. It will also continue to add exposure to high-dividend stocks, which contributed to its positive return last year.