April 2020

Editorial: The corona effect

Romil_PatelWe find ourselves in a precarious situation with the coronavirus. This pandemic has had significant implications for people, communities, businesses, financial markets and by extension, investors. As one asset manager puts it, we are in a “fragile Goldilocks situation”. The outbreak has significantly impacted livelihoods and companies are coming under scrutiny from the public over social and governance concerns. The importance of investing for people and communities over the long-term has never been more acute, and the explosive growth of ESG over the past couple of years has put asset managers in pole position to make a meaningful impact. One of our primary needs is shelter, and traditionally, this has been a safe haven in good times and bad. Allocations to real estate have been high across the world, but can this continue? This report delves into global real estate, China’s path to premiumisation, the approach that asset managers are adopting amid a cocktail of global volatility and the implications of India’s 2020 budget. In a fast-moving world where much has ground to a halt, including travel, we hope to be back on the road and see many of you when it is safe and appropriate to do so. But technology can help us stay in touch in the meantime. Until then, be well. Romil Patel, Funds Global and ESG Editor © 2020 funds global asia

Sponsored Profiles

Sponsored feature: Asset allocators – How do you track your decisions?

Apr 06, 2020

Mark Barry, Head of Asset Allocation at Milestone Group, explores how a simple question can highlight opportunities to automate and streamline your asset allocation investment process.

Sponsored feature: How is DLT changing the global securities services landscape?

Oct 17, 2019

By Jeslyn Tan, global head of product management, securities services, at Deutsche Bank

Sponsored feature: A new base for fund distribution

Oct 16, 2019

To get the most value out of the digitisation of investment fund distribution, a blockchain-based infrastructure is fundamental. By Olivier Portenseigne, Managing Director and Chief Commercial Officer, Fundsquare.

Sponsored profile: Bridging the gap

Mar 11, 2019

Private equity is a core part of the business for Caceis’ Hong Kong office, which looks after clients in China and Europe. David Li, chief executive officer, explains why private equity enjoys strong client demand and how it is being used to fund China’s international infrastructure ambitions.

Executive Interviews

Executive interview: Understanding geographies

Apr 06, 2020

Margaret Harwood-Jones, co-head financing and securities services at Standard Chartered, shares her insights on platform standardisation, opportunities in Asia and regulatory change to encourage...

Executive interview: ‘Bull markets don’t die of old age’

Dec 12, 2019

Having a balanced portfolio in the midst of the longest expansion in history is an investment imperative, Chris Alderson, co-head of global equity and head of international equity at T Rowe Price...

Roundtables

Hong Kong roundtable: A ‘fragile Goldilocks situation’

Apr 06, 2020

With the global economy at a crossroads, our panel of experts share their thoughts on the market conditions, geopolitical volatility and growth opportunities. Chaired by Romil Patel in Hong Kong.

Singapore roundtable: A horizon to hold long-term assets

Dec 12, 2019

Panellists discuss the geopolitical fractures concerning asset owners, Singapore as a hub for fintech start-ups and why it makes sense to raise capital from a Variable Capital Company (VCC). Chaired by Romil Patel in Singapore.