The unimpressive returns of alternative premia products of late are unlikely to attract regional asset owners to invest in them, despite their supposed advantages of diversification.
The Covid-19 pandemic has accelerated changes in how international asset owners invest in Asia. They are increasingly moving to add resources and form partnerships in the region.
Equities investing is primed to shift with the exit of Donald Trump. Some stocks are likely to fall, while certain value shares may rise as vaccinations are rolled out over the year.
The biggest concern for investors might be recession today, but inflation could be lurking on the horizon. Plus: how to allocate in the face of Donald Trump's frantic fight for re-election?
The spread of the coronavirus has led to the usual assortment of hucksters and grifters trying to take advantage; and US Republicans turn to insinuation and slurs against Calpers' CIO.
JP Morgan has come up with a novel way to monetise Donald Trump's twitter tirades; and is gold glistering more for investors, as mainstream markets become less certain?
Asset owners in the country are varying their private equity investing plans, with some focusing on strong partners and others beginning to concentrate on deals at home to cut risk.
Insurers and pension funds point to mounting asset valuations, rising leverage in China and Australian property valuations as some of their key headaches when investing.
Institutional investors across Asia Pacific are bracing their portfolios for a shifting macroeconomic environment, with rising rates forcing a rethink in their asset allocations.