US Treasuries now carry a visible fiscal risk premium, skewing comparisons with corporates. In Asia, healthier fiscal anchors keep spreads more grounded, according to investors.
The Citizens of Israel Fund is developing active strategies to capitalise on the technological revolution, demographic shifts and geopolitical realignment across Asia's diverse markets.
The head of Asia Pacific at CPP Investments reveals how the fund is targeting urbanisation, technology, and co-investments to drive returns in the rapidly changing markets of Asia.
Compliance with regulations has put cost pressures on banks, creating internal instability and making them fertile hunting ground for recruiters in 2013. Standalone fund firms have benefited.