Indosuez’s Qian Su recommends alts for diversification in pro-risk stance
Head of investment management Asia, Qian Su, has also added equity hedge funds with systematic strategies in the US and Asia and also natural resources funds.
Studies
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Fidelity: Apac investors turn to digital assets
Investors increasingly see Bitcoin as a potential long-term allocation within a diversified portfolio.
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Asian investors rotate into equities as bond flows turn negative: Calastone report
Multi-asset funds remained the strongest-performing asset class during the first half of this year.
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Apac will remain asset management’s growth engine: Broadridge
The region will enjoy organic growth, fuelled by an expanding middle class and pension reforms.
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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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Morningstar: The opportunity cost of ignoring the US is enormous
Large institutional asset owners identified concentration risk, sustainable investing and diversification as core themes for the year ahead.
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Mercer finds AI now used by majority of asset managers in investment process
Industry has moved ‘beyond experimenting with AI’.
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Apac investors hold more than half of wealth in cash: Fidelity study
Asia Pacific retail investors are missing out on growth sitting mostly in cash, according to a Fidelity International study.
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Janus Henderson survey: barriers to using AI for investing
Two-thirds of investors are concerned about an AI bubble in the next 12 months, according to the Janus Henderson investor survey.
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Private credit funds see pickup in distressed loans: MSCI
Private credit funds have written down over 10% of their loans by more than half, according to a report from MSCI.
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UBS GWM: one third of families are transferring wealth to next-gen
But in Asia Pacific, wealth transfer is seen as a family milestone compared with Europe and North America, according to a UBS GWM report.
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Fidelity International urges Apac retail investors ‘to stay the course’
Investors should remain invested, diversify, and take a long-term view, says Fidelity’s HK head, Charlotte Chan.
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HSBC survey: affluent investors reach a turning point with cash allocations
Gold is increasingly viewed as a popular allocation rather than a selective hedge, according to an HSBC poll.
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CFA study: Rich Gen Z and millennial investors are reshaping wealth advice
Wealthy, young Singaporeans favour ETFs, crypto and individual stocks.
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CFA Institute calls for changes to Apac AGMs
Concentrated ownership, logistical barriers, and uneven participation undermine shareholder accountability.
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HSBC PB: private banks missing $100trn opportunity
As 40% of investible global wealth is set to be controlled by women in the next five years, private banks must adapt, according to a recent report.
