Higher interest rates make cash more attractive for risk-averse asset owners, but fund managers argue other assets may merit consideration.
Strategic gains to be made from the current interest rate environment as well as duration matching benefits, investment heads say.
China Life Overseas and Manulife Asia will stick to pivoting portfolios towards fixed income assets into 2024 in preparation for a high-rate environment and evolving insurance rules.
The French asset manager ends local portfolio management activities in Hong Kong and shifts to managing emerging market portfolios from Paris and London.
AsianInvestor 와 S&P 다우존스지수(S&P DJI)의 최신 설문조사에 따르면 2023 년 남은 기간 동안 변동성과 불확실성에 대처하기 위해 자산 소유업체와 운용사가 가장 우선시해야 할 것은 우량성과 유동성이 높은 유동성 자산을 목표로 하는 동시에 민첩하게 대응하는 멀티에셋 접근법입니다.
The CIO of the Dinesh Hinduja family office believes that while financial markets will be volatile, venture capital-related opportunities could emerge in the last quarter of the year.
As many asset owners in Asia vie for diversified, longer-term exposure with a focus on income, S&P Dow Jones Indices is helping investors meet their multi-asset goals of generating steady income and controlling volatility via a more rules-based index approach. Priscilla Luk, the firm's Managing Director, Global Research & Design in APAC, explains.
After a challenging year, there's always a need to rebalance a portfolio even after a positive result. Currency hedging and attractive investment targets are the focus, says Kewpie investment director.
In partnership with M&G Investments
Moving into the second half of 2023, the impact of higher interest rates and the uncertain economic backdrop are likely to remain key concerns for investors. M&G Investments assesses the main factors driving the equities, fixed income, and private markets, and highlights the potential opportunities for selective, diversified investors.
As the Fed leaves room for one more hike later this year, AsianInvestor asks how this might influence investor sentiment about Asia's capital flows and economic prospects.
A multi-asset approach that is nimble while targeting higher quality and more liquid assets is the priority for asset owners and managers as they look to tackle volatility and uncertainty for the rest of 2023, finds the latest poll by AsianInvestor and S&P Dow Jones Indices (S&P DJI).
In partnership with PGIM Fixed Income
Amid macro uncertainty and slowing growth, PGIM Fixed Income’s emerging markets (EM) debt team aims to minimise vulnerabilities while selectively tapping opportunities across bonds, rates and currencies – a tried-and-tested approach that has also secured an AsianInvestor award.