The Dutch pension manager expanded its partnership in the Chinese market in 2019. The latest available data shows the portfolio is growing and doing well.
Portfolio managers and investment specialists at PineBridge Investments outline key themes, opportunities and considerations for investors in the region’s fixed income and equities markets next year.
Asian sovereigns and investment credit have become attractive again as the market moves towards the end of the rising rate cycle. But China's fixed income is still not one of such kind.
Although global bonds are experiencing a tumultuous year, with prices in free fall and yields skyrocketing, the low interest rates of the preceding years meant that many Australian super funds have smaller allocations to the asset class.
The Government Pension Fund of Thailand thinks the key to a successful 2023 lies in its capability to manage credit holdings, which account for 60% of the asset pool.
Japan’s depreciating yen made the reopening of the country’s borders inevitable. While the move will allow dealmaking to be smoother, new overseas investments will be a costly affair for Japanese asset owners.
Global bonds are in their first bear market in a generation. AsianInvestor asks how investors should cope with the unusual situation.
Overseas equities weighed down on the Japanese pension fund’s performance particularly strongly, and efforts to optimise the equities portfolio are underway.
At the heart of Islamic bonds or sukuk is the idea of responsible investing, little wonder, then, that it should be finding its place in the world of sustainable investment.
PineBridge Investments’ Elizabeth Soon, head of Asia ex-Japan equity, Cynthia Chen, equity portfolio manager, and Arthur Lau, head of Asia ex-Japan fixed income make a case for the region offering investors stability that may be lacking elsewhere amid global tumult.
Recent volatility hasn’t changed the appeal of the $20 trillion China bond market, and index inclusion is playing a key role in driving investor demand for China fixed income ETFs, according to a recent AsianInvestor webinar, in conjunction with Hong Kong Exchanges and Clearing (HKEX).