Investing during macroeconomic uncertainty requires the ability to not only defend but also attack, according to the Malaysian federal pension fund’s CIO. A new transition plan is in place to help Kwap move faster to exploit the turmoil.
Australia’s sovereign wealth fund asks if traditional portfolio construction is a thing of the past, audience hears at AsianInvestor’s Southeast Asia Institutional Investment Forum.
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.
Assets providing a steady stream of income is gaining attraction both in public and private markets, as the current market turmoil nudges insurers to reassess their allocation strategy, insurance executives discussed at AsianInvestor’s Insurance Investment Briefing in Hong Kong.
While leading asset owners point to the global economic slowdown and rising inflation, real estate, in the right sectors, can still offer an effective hedge against inflation.
US asset managers are choosing expensive growth shares over cheaper value equities amid recession fears. Are Asian investors doing the same?
As investors grapple to manage multi-asset portfolios amid today’s uncertainty, they are prioritising portfolio diversification and income via more traditional assets, according to an exclusive poll by AsianInvestor and S&P Dow Jones Indices (S&P DJI).
Green infrastructure developments could provide new stimulus to China’s slowing economy in the second half of 2022, but investors are also keeping an eye out for policy support.
Active management of funds has proven useful at a time when Australian superannuation funds are expected to post negative returns.
With an eye on private assets amid growing inflation and uncertainty, sovereign wealth funds pivot to US and Asia Pacific and away from Europe as the war in Ukraine rages, according to the latest Invesco report.
Institutional investors set aside capital for private debt during the era of low rates, but the alternative asset class could still be attractive in the current environment, according to Australia’s Queensland Investment Corporation.