Thijs Knaap, chief economist for Dutch pension fund APG, discusses how pension funds can protect themselves from the effects of high inflation.
After facing strong selling pressures at the beginning of the year, Chinese stocks have started to rally in the past weeks, but how long will this reversal last and should institutional investors be jumping back in?
Supermarkets, data centres and warehouses have drawn investor interest in developed markets, while Asian logistics have appeal, asset owners said at the Asian Investment Summit 2022.
Despite being long-term investors, sovereign wealth funds have had to develop strategies for unexpected turns in market forces, which include direct inflation protection and multi-asset trend following strategies.
As the global economy decelerates after major shocks this year, investors must address both opportunities and threats in volatile and changing markets.
Volatile geopolitics, unpredictable monetary policy and generational differences in priorities means sovereign wealth funds will have their work cut out for them in the coming decades.
Exclusive research from Nuveen reveals APAC asset owners are more likely to implement inflation mitigation changes in portfolio, through incorporating – or increasing – less liquid investments, than investors from other regions.
Concerns remain on whether interest rate hikes by the Fed will be able to slow economic activity and tame inflation — or push the US economy into recession, triggering major uncertainties for Asian capital markets.
Geopolitical turmoil and surging inflation might be looming over the global economy, but institutional investors continue to search for value in the potentially overheated private markets.
Inflation and stagflation continue to be a concern for investors amid the Russia-Ukraine war, supply chain disruptions and rising energy prices.
Asian asset owners are less concerned about geopolitical risk but are just as worried as their global counterparts about inflation and rising rates, according to a new survey by Bfinance.
Supply chain shocks, rising inflation, and the ongoing Russian assault on Ukraine prompt investors to prepare for an economic environment of stagflation.