Australian superannuation funds are strengthening Net Zero engagement policies as new research reveals the big four banks have provided A$43.4 billion to major fossil fuel companies since the Paris Agreement.
World
In partnership with Principal
Credit events can happen when monetary policy shifts from very accommodative to a more restrictive stance such as the case over the past few years. The key to distinguishing assets such as true private credit from the broadly syndicated loan market, is understanding structures, underwriting standards and manager incentives, according to Tim Warrick, managing director, and head of Principal Alternative Credit.
In partnership with L&G Asset Management
With the US economy exhibiting higher inflation and interest rates, dynamic duration management is a powerful – and essential – tool for global bond portfolios, according to L&Gs Ben Bennett, head of investment strategy for Asia, and Ian Hutchinson, head of global bond strategies.
While the resolution eased immediate fears, the short-term funding deal leaves regional sentiment vulnerable to future US political gridlock.
The MSCI-Swiss Re analysis comes as COP30, the UN's annual climate change conference, gets underway in Brazil.
As gains concentrate in tech titans, investors weigh momentum against mounting valuation risks.
In partnership with S&P Dow Jones Indices
Amid growing allocations globally to private markets, the focus has shifted to more transparent and liquid access to assets. The goal is making them more transparent and investable, with recent index innovations by S&P Dow Jones Indices (S&P DJI) a key starting point, says Ari Rajendra, the firm’s head of private markets indices.
The ReOcean Fund by the Foundation Prince Albert II de Monaco is capitalising on Asia's growing 15% portfolio share by targeting growth-stage ocean companies.
With rising yields, regulatory tailwinds, and sectoral diversity, Europe is emerging as a strategic destination for long-term capital deployment.
In partnership with Principal
In a maturing private markets landscape, being selective counts. European real estate offers renewed opportunities for investors who take a disciplined, sector-specific approach as they eye assets with strong fundamentals and structural growth potential, according to specialists at Principal.
Global investors brace for tougher private markets as Malaysia's KWAP scales its programme while US allocators warn future returns will demand stronger selection and authentic value creation.
Canadian pension fund La Caisse is seeking infrastructure, credit and real estate investment in Asia Pacific; Abu Dhabi's SWF ADQ is aiming to secure a $4 billion syndicated loan from Greater China banks; China's basic pension insurance fund doubles its assets; and more.
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