Investment strategy

Sep 06, 2013

BirdcageThe increasingly unpopular internet censorship in China is a major obstacle for those with a global social media strategy because the world’s largest networking sites remain blocked. Stefanie Eschenbacher investigates.

Sep 06, 2013

Smoking manHighly concentrated sales rapidly inflate the assets of a few funds, causing capacity issues and concentration risks. Jag Alexeyev at Strategic Insight says this could cause significant shifts in investment cycles in the not too distant future.

Sep 06, 2013

ArrowsWith the first arrows of prime minister Shinzo Abe’s three-arrow policy fired, Osamu Kikuchi at Tokio Marine Asset Management discusses whether this will really lead to a revival in the Japanese economy.

Sep 06, 2013

SceneryThe abundance of certain crops in Brazil means there is nowhere to put it all. Andrew Short considers the investment opportunity in storage.

Sep 06, 2013

BooksWith emerging market star Brazil set for slower growth fund managers will have to dig deeper to keep the Latin American growth story on tract, finds Nick Fitzpatrick.

Sep 06, 2013

Private jetThe Brazil hedge fund industry has seen many launches in recent years, but is now on a plateau. The recovery in wealth management globally may help drive the industry, says Nick Fitzpatrick.

Sep 06, 2013

RoadWith asset servicing largely dominated by domestic players at the local level, foreign asset servicers hope that investors will increase their overseas investment, finds Nicholas Pratt.

Jun 05, 2013

BanglesSingapore is expected to benefit as regulators clamp down on the flight of capital to other offshore financial centres, such as Switzerland, Luxembourg and the Caribbean. Stefanie Eschenbacher finds the growing number of wealthy people in emerging Asia may be an even more important growth driver.

Jun 05, 2013

28-29-John-LeeThe Hospital Authority Provident Fund Scheme of Hong Kong is now looking to real estate investment trusts and more local investments to beat inflation. Chairman John Lee talks to Stefanie Eschenbacher.

Jun 05, 2013

28-29-John-LeeThe Hospital Authority Provident Fund Scheme of Hong Kong is now looking to real estate investment trusts and more local investments to beat inflation. Chairman John Lee talks to Stefanie Eschenbacher.

Pages

Executive Interviews

INTERVIEW: Making a name

Apr 18, 2018

Formed by a merger in 2012, Old Mutual Global Investors was little-known in Asia. Carol Wong, managing director for Asia-Pacific, is changing that. She talks to George Mitton.

INTERVIEW: Joining the family

Dec 12, 2017

An acquisition has increased the visibility of Natixis investment managers in Australia. George Mitton talks to its local chief executive.

Roundtables

SINGAPORE ROUNDTABLE: Small nation, big ambitions

Apr 18, 2018

Our cross-industry panel discussed fund passporting, robo-advisers and the potential of a new investment structure, the S-Vacc. Chaired by George Mitton in Singapore.

REAL ESTATE ROUNDTABLE: In search of a home

Jul 17, 2017

From Korean warehouses to Chinese hospitals, investors’ holding periods are growing in Asia. But in a market awash with liquidity, so is competition for assets. Our panel in Hong Kong discuss real estate investment.