Malaysia’s pension fund KWAP records highest-ever investment income; PAG has raised $4 billion for an opportunistic real estate fund; Qantas Super completes its merger with the Australian Retirement Trust; and more.
While Japanese bonds did see a boost from the central banks January rate hike, analysts are expecting investors to favour higher-yielding foreign bonds as fiscal pressures increase.
The growth prospects, diversity and innovations across Asia Pacific (Apac) offer investors with global portfolios compelling opportunities to enhance their risk-reward balance – both today and over the next 20 years, according to new research from Franklin Templeton.
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.
There are cautiously optimistic expectations that inflation will decline and the Fed's rate hike cycle has peaked. That opens up opportunities for emerging market bonds to shine, according to some investment managers.
India's inclusion in a widely tracked emerging market debt index suite will also bolster the local currency's value against the US dollar, said HDFC Pension Fund Management's Sriram Iyer.
Amid macro uncertainty and slowing growth, PGIM Fixed Income’s emerging markets (EM) debt team aims to minimise vulnerabilities while selectively tapping opportunities across bonds, rates and currencies – a tried-and-tested approach that has also secured an AsianInvestor award.
Supported by Asia’s structural growth story, fixed income assets – including Hong Kong dollar (HKD) bonds – offer investors a potential route to resilient and diversified returns despite the blurry global outlook, according to HSBC Asset Management (HSBC AM).