The National Pension Service is taking advantage of India's regulatory framework reforms and its inclusion in global indexes to expand into government bonds.
Tag : fixed income
Realigned trade flows and orthodox monetary policy are driving institutional interest across Apac frontier debt and equity markets.
Regional fund flows saw sharp rotations with investors prioritising diversified allocation funds, short-duration fixed income and localised markets.
Asia Pacific (Apac) institutions are overhauling their risk management practices by unpicking shared macro drivers across asset classes.
As spreads narrow and capital regimes evolve, Apac insurers are reassessing credit allocations and portfolio construction strategies.
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Structural flaws in passive indices are giving active managers a chance to reclaim their edge.
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Strong appetite for technology-focused equities supported flows into South Korea and Taiwan while fixed-income funds across the region lagged.
The insurer is focused on a fixed-income portfolio designed for stable performance across market cycles.
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Allocators are considering cross-currency swaps to unlock higher returns in Australia's AAA-rated Kangaroo market and China's offshore issuance.
The insurer outperformed industry benchmarks through a portfolio anchored in fixed income, balanced equities, selective alternatives and growing AI investments.
European equities offer Asia-based allocators a compelling mix of policy-driven growth, improving earnings momentum and attractive valuations, says Hilde Jenssen.
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In partnership with L&G Asset Management
Benchmarks remain a vital tool for active fixed income investors, but they were never meant to be the final destination. As market dynamics become more complex and investor priorities evolve, allocators are increasingly adopting a total portfolio approach (TPA), focusing more on whether portfolios are delivering the outcomes that matter most to investors.
By L&G's Alex Mack, Head of Rates and Inflation; Ian Hutchinson, Head of Global Bond Strategies - Benchmark; and Radha Mathur…
