Institutional investors are making new allocations despite the limited scope of local private markets. A weak won is a major factor for the home bias.
Investors are trying to grapple with the right approach to tackle increased interest rates - a scenario that creates both challenges and opportunities, investment executives from different Korea asset owners say.
We showcase AsianInvestor's best interviews with asset owners in July – a feat that spans the Asia-Pacific region. Key themes are rising rates impacting portfolio shifts, boosting ESG and revamping external manager mandates.
Market concerns and domestic regulatory changes are prompting Korean insurers to change asset preferences.
The pension fund is finding opportunities across asset classes that are aligned with its strategy of increasing overseas and alternatives allocations, its CIO told AsianInvestor.
Norway’s sovereign wealth fund recently removed a Korean energy firm from its portfolio due to Myanmar regime affiliations. AsianInvestor takes a look at other Korean companies from which the fund has decided to steer clear for different reasons.
AsianInvestor presents the judges' rationale for picking the winners in this awards category.
The New Zealand sovereign fund says it is prioritising the sector as it examines opportunities across the region’s property markets.
Growth trumps green credentials in much of corporate Asia, but the pension fund insists it can use its ownership position to foster greater climate consciousness.
The CIO back then moved to an even bigger role, but reportedly missed out on the top investment job at the world’s third-largest pension fund.
The new head of investments at the world’s third-largest pension fund has the relevant experience to steer the asset allocation strategy at the Korean state pension fund, sources tell AsianInvestor.
In partnership with M&G Investments
While far from immune to global economic weakness and risks, the APAC region has more resilient growth projections in the medium term, buoyed by its growing middle class, says Richard van den Berg, fund manager for M&G Asia Property Strategy.