As structural shifts replace globalisation with regionalisation, insurers are adapting strategic allocations through stricter risk management and shorter investment tenors.
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Tag : duration
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.
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 main focus in early 2017 will be on the US, but may soon shift to concerns about Europe. Meanwhile, portfolio strategies are still being driven by ultra-low yields and high uncertainty.
In the latest issue of AsianInvestor magazine, we assess how regional institutions are addressing the global ESG trend and what they need to do. We also have a special report on how insurance companies across the region are adapting to yield compression.
Long-term US Treasuries are seen as a necessary place to hide by many investors seeking to ride out market volatility.
