Institutional investors look to emerging markets’ fixed income assets, but the war in Ukraine has dampened sentiment in Europe, according to a new global survey.
Arthur Lau, head of Asia ex-Japan fixed income, and Emily Lam, client portfolio manager, at PineBridge Investments, highlight the continued appeal of Asia investment grade (IG) as well as high yield (HY) bonds for their relatively stable and attractive source of yield and diversification.
While insurers have gravitated towards alternative assets in search of yield and diversification, China Life increased allocation to government bonds.
Will the Federal Reserve’s move to raise interest rates and tighten policy aggressively hamper the economic recovery in Asia? What impact will it have on equity and fixed income asset classes?
The world’s third-largest pension fund awarded the expanded fixed income mandate to BNY Mellon to include services that unravel complex data and improve efficiencies.
Taiwanese equity technology funds draw new capital for the seventh quarter as investors turn selective on fixed income funds.
As Evergrande and Kaisa default on US dollar notes and Shimao was downgraded to non-investment grade, will more Chinese developers follow suit?
Evergrande admits it may not have enough capital to repay its debt.
Over the next 12 months, investors in Asia will likely contend with a fast-moving investment landscape shaped by China’s increasing focus on sustainability alongside the tenor of macroeconomic policies and the path of inflation. PineBridge Investments’ specialists offer their views on what investors can expect in 2022 and the opportunities arising from this confluence of changes.
German firm launches bankruptcy proceedings against Evergrande.
Inflation is here to stay, but how long is the question investors struggle to answer. In the meantime, super funds Cbus and UniSuper have adjusted their portfolio accordingly.