For the Dutch pension fund giant, navigating the complexities of Asia’s modern investment landscape isn’t about reacting to every market tremor, but staying anchored in the enduring currents of structural megatrends.
.jpg&c=1&h=194&q=100&v=20251126&w=344)
Tag : megatrends
In partnership with Pictet Asset Management
Megatrends such as climate change create commercial opportunities for companies with well-adapted business models, but risks for others, making such trends central to the thematic and impact investing strategies of Pictet Asset Management.
In partnership with Pictet Asset Management
Megatrends are a group of powerful social, demographic, environmental and technological forces of change that are reshaping our world and the future. They are also one of the success factors behind Pictet AM, one of the world's largest thematic equities managers.
As they plan for an uncertain and low-rate investment future, asset owners will likely insource more of their investing, add internal expertise and seek to improve their governance.
The coming decade will cause many new challenges for asset owners. They need to develop their skills to compensate and ensure decent annual returns.
The growth of China's economy is set to underpin the appeal of its local equity market for the coming decade, despite shorter term political and manufacturing concerns, say experts.
The impact of Covid-19 has caused volatility in equities and a collapse in interest rates across many countries. To secure decent returns, pensions and insurers will need more alternatives.
A new series of articles for AsianInvestor's 20th anniversary focus on major investment undercurrents. First is the need for the region to build pension fund assets and returns.
It’s not surprising that Asian investors are focusing on absolute return and long-term macro themes given the present uncertainty, says Henk Grootveld of Robeco.
