Uncertainty may be uppermost in investment managers’ minds, but higher interest rates present opportunities, speakers told AsianInvestor’s Insurance Investment Briefing Hong Kong.
Tag : fixed income
In an exclusive interview, chief investment officer Don Guo said Prudential sees opportunities across various asset classes, including alternatives and Chinese equities.
Fixed income is widely expected to bounce back as an asset class in 2023, even though the pace and magnitude of Fed rate hikes are expected to slow. AsianInvestor asked asset managers where asset owners could find good investment opportunities.
In partnership with S&P Global Market Intelligence
Unsupervised machine learning solutions can offer a way forward for fixed income pre-trade analysis, says Roger Barber, director, product development, quantitative research S&P Global Trading Analytics.
China is easing its Covid-19 restrictions rapidly. Industry experts weigh in on the opportunities and risks for investors as the world's second-largest economy gradually reopens.
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.
In partnership with PineBridge Investments
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.
