While Japanese bonds did see a boost from the central banks January rate hike, analysts are expecting investors to favour higher-yielding foreign bonds as fiscal pressures increase.
The Japanese government-backed fund is prioritising investments in AI, robotics, and semiconductors in pursuit of the government’s national smart society vision, with a long investment horizon set to 2050.
With 2024 having been dominated by geopolitical tensions and global unrest, AsianInvestor reflects on the asset classes that investment managers turned to in the hope of short-term stability and longer-term gains.
Allianz withdraws offer to acquire Income Insurance; CapitaLand to buy Wingate in Australia; Cathay Life Insurance buys 50% of Taiwan windfarm from Denmark's Orsted; and more.
A single family office's analysis highlights Japan's real estate market as an increasingly attractive global investment destination, offering both stability and growth potential. Success in this market favors investors who take a patient, flexible approach.
Property market sentiment globally is starting to pick up, but China and Japan assets may take longer to see inflows recover, says Louise Kavanagh, Nuveen’s Asia-Pacific real estate chief.
Third-quarter flows nearly doubled compared to a year earlier, driven by a near-tripling of cross-border allocations, with Japan remaining the top choice for investors.
Japanese corporate pension funds continue to favour alternative investments as a growing asset class, with a particular emphasis on income-generating private assets for portfolio diversification, according to a survey.
The surprising return of positive interest rates in Japan is influencing the portfolio planning among the domestic pension funds, a new survey reveals.
The need for transparency makes it no easy task for Japan's national pension fund to fully leverage artificial intelligence tools in asset management processes, its CIO tells AsianInvestor.