There are cautiously optimistic expectations that inflation will decline and the Fed's rate hike cycle has peaked. That opens up opportunities for emerging market bonds to shine, according to some investment managers.
Tag : rate hikes
Sun Hung Kai & Co thinks it's crucial for hedge fund portfolios to stay liquid amid volatility, preferring strategies that don't take big equity bets.
In an exclusive interview, the head of Taiwan’s Bureau of Labor Funds revealed how the pension turned more aggressive in bond investments to adapt its $201 billion portfolio to higher rates.
The Chinese life insurer is also keeping its eye on undervalued Hong Kong equities to boost its $11 billion overseas investment portfolio.
A slowing economy, higher interest costs, and a poorly performing de facto sovereign wealth fund all cloud Hong Kong's outlook in the second half of 2022.