Understanding the relationship between asset prices and inflation is more crucial than ever for investors, but using data from the last decade to calculate asset correlation may not be wise, said HSBC Life’s CIO.
Tag : asia
Investors expecting the Federal Reserve to soon begin cutting rates appear overly optimistic, according to HSBC Life's chief investment officer.
After more than a decade of steady growth and returns, institutional investors now have to navigate a high interest rate environment and adapt to new market realities.
As asset owners emerge blinking in the daylight of the post-Covid reality, private markets and technology are offering the best way forward, two reports say.
Economic turmoil and global tensions saw Asia-Pacific private equity funds turn cautious in 2022, but some sectors are still attracting interest, the Dutch pension fund's head of APAC private equity said.
A broad spectrum of regulations across Asia’s various markets presents challenges to the focus on sustainability, but they are not impossible to navigate, according to executives at the two insurers.
Some of the biggest pension funds, state-owned investors and family offices across Asia take stock of their exposure to Silicon Valley Bank after it was shut down by US regulators.
Growth trumps green credentials in much of corporate Asia, but the pension fund insists it can use its ownership position to foster greater climate consciousness.
APG Asset Management’s Asia presence has grown significantly in recent years as the Dutch asset manager for Europe’s largest pension fund providers seeks to extract value from its private and capital markets.
Driven by gains in the value of existing real estate and new development, Asian investment property is likely to lead the world over the next decade, Hines says.
The US-based pension fund, which invests in Asia, says private equity markets have finally turned a corner and emphasises the importance of open communication between general and limited partners during tough times.
Expectations of tamed inflation and possible easing of interest rates could boost potential across the region, although questions and risks remain.