As volatility reshapes the 40-year bull market, investors in Hong Kong and Singapore are pivoting to ILS, private credit and mid-market strategies, with allocations expected to rise.
Tag : credit
A move away from US assets is accelerating as investors seek refuge in European bank debt, a market offering stability from ECB policy and insulation from tariffs and geopolitical ructions.
Dutch pension investment manager PGGM has executed a synthetic risk transfer deal in partnership with Standard Chartered, achieving the first capital relief recognition in Singapore through a dual-credit default swap structure.
Asset owners are rebalancing their fixed-income portfolios as concerns about the global economy and central bank rate moves loom large.
Australia's sovereign wealth fund delivered strong double digit returns in 2024, as its CIO Ben Samild cautioned investors about mounting geopolitical challenges and the need to move beyond traditional portfolio structures
In partnership with PineBridge Investments
Asia investment grade (IG) credit should benefit from both the end of the US hiking cycle and potential global economic slowdown, with structural demand likely from burgeoning investor interest, explains Omar Slim, co-head of Asia ex-Japan fixed income at PineBridge Investments.
The mulilateral development bank appointed abrdn to manage a $500 million bond portfolio with an agreed-upon investment policy in 2018.
In partnership with HSBC Asset Management
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).
Rising yields create an attractive environment for big fixed income allocators such as life insurance companies, but portfolio repositioning is a double-edged sword — especially if one is carrying unrealised losses from last year’s market downturn.
In partnership with PGIM Fixed Income
Thanks to the current rise in yields, the key return driver of the bond market is set to change but its bull run will very likely continue.
The Covid-19 pandemic has brought investing opportunities in credit markets amid turbulence, said CIOs from AIA, Prudential Asia and Ping An at an AsianInvestor event.
The number of lenders reducing their Asian exposure is seen to be growing fast amid the coronavirus crisis, leaving asset managers keen to fill the financing gap.
