Partner Content

Presenting key findings and potential real estate investment strategies from CBRE’s 2023 Asia Pacific Investor Intentions Survey.

After three years of zero-Covid, China is back. This year promises to be a good one for the domestic economy. However, we believe the recovery will differ from other countries' by being less commodity-intensive and coming with fewer positive spillovers to the West, says Erik Lueth, global emerging market economist at Legal & General Investment Management.

While far from immune to global economic weakness and risks, the APAC region has more resilient growth projections in the medium term, buoyed by its growing middle class, says Richard van den Berg, fund manager for M&G Asia Property Strategy.

With China’s recent reopening re-igniting global investor appetite for domestic equities, China Asset Management Co Ltd (ChinaAMC) believes thematic exchange-traded funds (ETFs) offer an effective route to resilient returns.

Unsupervised machine learning solutions can offer a way forward for fixed income pre-trade analysis, says Roger Barber, director, product development, quantitative research S&P Global Trading Analytics.

As debates continue over how much is enough to green the world’s energy supply, transparent, diversified and liquid strategies may help enable investors play their part while also pursuing sustainable outcomes, says Jason Ye, head of strategy indices in APAC at S&P Dow Jones Indices (S&P DJI).

Increasingly, private companies who wish to manage risk and improve business performance, are incorporating ESG practices into their business models — irrespective of where they are in their life cycle. Xiaying Zhang, director, private investments, APAC client group and Hillary Flynn, director ESG private investments at Wellington Management present an overview of important steps in this journey for PE firms.

In a new normal of volatile, unpredictable and rapidly changing economies and markets, many investors are grappling with maintaining momentum in their environmental, social and governance (ESG) journey. But beyond short-term asset re-pricing, balancing returns while integrating sustainability objectives should be at the core of portfolios, said speakers at “ESG: from niche to norm”, an event hosted by Natixis Investment Managers and AsianInvestor.

Portfolio managers and investment specialists at PineBridge Investments outline key themes, opportunities and considerations for investors in the region’s fixed income and equities markets next year.

In an interview on the back of the launch of Nuveen’s 2022 EQuilibirum survey of global institutional investors, Nick Liolis, the chief investment officer at TIAA and Amy O’Brien, the global head of responsible investing at Nuveen speak about how insurance companies approach impact investing.

In the wake of COP27, the "just transition" to a green economy must put people at its centre, says Maria Teresa Zappia, deputy chief executive officer at BlueOrchard, and head of sustainability and impact at Schroders Capital.

Property markets may be facing a turning point, but long-term structural trends continue to underpin real estate in Asia Pacific, making the sector potentially attractive for overseas capital, says Jing Dong Lai, CIO and CEO, M&G Real Estate Asia