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.
Studies
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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.
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Julius Baer: The allure of gold for women
Julius Baer identifies a strong increase in women’s participation in the gold investor base.
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Asian financial intermediaries plan geographical growth: Bank of Singapore
The Bank of Singapore survey found that independent asset managers are also looking at strategic partnerships.
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Morningstar: Multi-asset funds still struggle to beat benchmarks
Investors continued to pour money into cheaper options, the research found.
