Sovereign wealth funds re-think diversification and portfolio resilience: Study
Portfolio resilience is now central to sovereign wealth funds’ portfolios, according to an Invesco survey.
Industry views
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Sovereign wealth funds re-think diversification and portfolio resilience: Study
Portfolio resilience is now central to sovereign wealth funds’ portfolios, according to an Invesco survey.
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Central banks diversify amid stagflation fears – UBS AM survey
However, reserve managers still expect strong global equity market performance, according to the latest UBS Asset Management survey.
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Healthcare strategies draw tentative interest amid tech rally
Healthcare’s defensive qualities and non-discretionary demand make it more relevant than ever, according to asset managers.
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BNP Paribas WM’s Adrien Lalau: A personalised approach is essential
Building strong relationships with clients is crucial to providing tailored recommendations, says Adrien Lalau, head of investment funds advisory, Asia at BNP Paribas Wealth Management
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Investment advisers in Apac see AI as potential threat: Natixis IM Survey
Half of advisors surveyed in Apac view artificial Intelligence (AI) as potentially turning self-directed investors into their biggest competitive threat.
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Geopolitics play bigger role in private market allocations: Coller Capital survey
Investors still plan to deploy into private markets, but geopolitics are becoming a bigger factor in allocation decisions, a survey found.
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T. Rowe Price: EM concentration and correlation risks are underappreciated
Multi asset investors may be taking on more tech exposure than they realise in their emerging market equity allocations.
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Schroders: Investors boost diversification as 85% fear greater market volatility
Roughly 50% of respondents in Schroder’s Global Investor Insight survey said they were concerned about a downturn or recession.
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Aberdeen’s McCabe: Asia IG bonds offer ‘compelling risk-adjusted value’
Aberdeen Investments’ head of Apac fixed income, Adam McCabe, prefers high-quality, short-duration bonds.
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China AMC CEO: Deposit migration is biggest opportunity of decade
Chinese consumer savings migrating into investment products will be a huge opportunity for asset managers, according to Yimei Li, chief executive officer of China Asset Management Company.
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Union Bancaire Privée’s YT Kum: The market is well suited to hedge funds and systematic strategies
UBP’s head of managed solutions advisory, North Asia, tells FSA why it is not a coincidence that traditional asset managers are now promoting their systematic strategies.
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Elevated volatility likely under a Fed led by Warsh
The next decade could be very different from the low-volatility environment that followed the global financial crisis.
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T. Rowe Price: Tech giants are offering up opportunities for yield
The AI build-out won’t be derailed by higher oil prices as US tech maintains capex plans.
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PAG: Asian real estate offers attractive credit opportunities
Real estate-backed private debt remains attractive in Asia, says Chris Gradel, CEO and co-founder of PAG, one of the region’s largest alternative asset managers.
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HSBC PB: Passion investors should plan with purpose
The global collectibles market is continuing to expand and evolve, particularly in Asia.
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Nomura AM: Corporate Asia has best financial health in years
Asian investment grade credit is better prepared for the energy fallout than in previous years, according to Nomura Asset Management’s head of fixed income, Simon Tan.