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.
With unstable markets and a relatively low yen, the Japanese corporate pension fund faces plenty of challenges — but a multi-pronged investment strategy for next year is taking form.
The corporate pension fund has seen a relatively good performance in 2022 so far. But the future holds a lot of challenges, its investment director tells AsianInvestor.
Relying on high-growth markets is not showing the results it once did - and the current situation is posing more questions than answers, says one corporate pension fund manager.
Despite a tumultuous start to 2020 and difficulties created by the coronavirus pandemic, investment managers are trying to settle on their strategies for the year.
Different overseas alternatives strategies combined into a shared investment vehicle can cause problems for some corporate pensions. Long-term planning could remedy the issue.
The food manufacturer pension fund could raise its portfolio allocation into long-term alternative investments by 50%, its chief investment officer said.