CDPQ, PFJC and other investment industry experts weigh in on how they search for opportunities for diversification and returns even as global attention stays locked on the remarkable US elections outcome.
Fixed Income
Pension Fund of Japanese Corporations (PFJC) and Canada’s CDPQ said they will keep an eye on private assets as they evaluate the implications of interest rates on market valuations.
Donald Trump's dramatic victory in the presidential election marks a major political shift, but will his economic agenda prompt the Federal Reserve to rethink its rate-cutting plans?
A senior executive at the Singaporean insurer has said the sector’s rapid growth is leading to less rigorous analysis among some managers.
Investment heads at big UK life companies Aviva and Phoenix Group explain how they are thinking about geopolitical and macroeconomic issues in today’s uncharted waters.
As Japan enters a new era, will Prime Minister Ishiba's economic vision revive the land of the rising sun or further shake investor confidence?
The Hong Kong-based insurer sees opportunities to use its influence more effectively to help companies decarbonise, particularly in emerging Asia.
Asia's robust economic backdrop is driving Asia-Pacific asset owners to increase allocations to the region's fixed income markets as a source of stable returns, a new State Street Global Advisors survey finds.
Hong Kong insurers are eyeing opportunities in risk assets and emerging markets, buoyed by prospects of a softening US dollar and limited risk of a major US recession.
Asset owners in Greater China are expanding their use of ETFs for a wider range of portfolio use cases as the region offers more diverse products, according to a survey by Brown Brothers Harriman.
As the rate-cutting cycle approaches, fund managers are evaluating whether global and Asian high-yield bonds are becoming more appealing and how investors should approach the asset class.
The Fed’s rate pivot will change allocation preferences across asset classes and markets worldwide, delegates heard at AsianInvestor’s Insurance Investment Briefing in Singapore.