Changing market dynamics are highlighting for investors the potential cost of their disproportionate focus on equity risk, according to market experts.
Asia
According to the report, institutional investors should look for exposure to blockchain technology and its applications, since cryptocurrencies are neither currency nor precious metal substitute.
The environmental impact of investment portfolios dominated headlines in 2021, but institutions will only increase their risk if they fail to address the social and governance principles of ESG as well, according to New Zealand’s sovereign wealth fund.
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By putting sustainability at the heart of its investment approach and showing its commitment to creating value for investors through digital access, Fidelity International has been named as AsianInvestor’s ‘Fund House of the Year - Singapore’ for 2022.
Volatile geopolitics, unpredictable monetary policy and generational differences in priorities means sovereign wealth funds will have their work cut out for them in the coming decades.
Major asset owners, such as APG, NZ Super and AustralianSuper, are looking to invest in data centres in Asia even as the demand for these assets outstrips the current supply.
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Exclusive research from Nuveen reveals APAC asset owners are more likely to implement inflation mitigation changes in portfolio, through incorporating – or increasing – less liquid investments, than investors from other regions.
Institutional investors that make private equity deals should also consider change-based targets to complement levels-based targets because of shorter-term horizons, according to a WEF whitepaper.
Concerns remain on whether interest rate hikes by the Fed will be able to slow economic activity and tame inflation — or push the US economy into recession, triggering major uncertainties for Asian capital markets.
India’s Life Insurance Corp initial offering was oversubscribed 2.95 times, with participation from Norges Bank Investment Management, GIC, ADIA, and domestic funds; the Saudi Public Investment Fund will allow investments in Israeli companies for the first time with a $2 billion commitment in private-equity firm Affinity Partners; Hong Kong's Exchange Fund posts $7 billion quarterly loss; and more
From allocating capital to ESG portfolios to supporting businesses in transition, institutional investors have the power to move the needle in the global quest for a decarbonised economy.
Digital infrastructure and renewables are at the heart of the Canadian pension fund’s Asia strategy — not to mention key sectors for anticipated Asian demand.
