Magazine issues » December 2020

Editorial: Hope on the horizon

Romil_Patel2020 has been an unpredictable and turbulent year with the black swan event that is the Covid-19 pandemic. The economic shockwaves have reverberated globally, inevitably sparking conversations around our relationship with nature and biodiversity, the robustness of the global economy and the pricing of risks. Sustainability is now a permanent fixture. While the “new normal” is yet to be determined as we head into the new year, Asia has tentatively begun recovering, but at a variety of speeds, as the IMF notes. What bodes well for the region, as investors recognise, is that Asia is taking front and centre stage amid a return to growth. Inevitably, this will depend on a number of factors including, but not limited to, the state of the US dollar, the impact of a Biden presidency (see pages 12-14) and the continued control of Covid-19 and the vaccine rollout, which importantly signifies hope. Heading into 2021, hope is on the horizon, and while the festivities this year will be a little different than usual, we wish you good health and happiness for the new year ahead. Romil Patel, Funds Global and ESG Editor © 2020 funds global asia

Industry comments

Investing in tomorrow’s world

investmentAt times like these, HSBC Asset Management easily pivots towards emerging markets.

The spotlight on growth markets and the need to be nimble and dynamic is ever-sharper, given the difficulty in predicting monetary policy in the world’s major nations.

Sponsored feature: Navigating the complexities of FX execution and currency risk

A comprehensive, cost-effective, and transparent currency overlay hedging solution is crucial to mitigate FX exposure risks in the complex landscapes of Japan and China's FX markets, explains Hans Jacob Feder, PhD, global head of FX services at MUFG Investor Services.

Opinion

The emergence of AI-powered funds

Contradictory market sentiments from commentators have impeded the decision-making powers of the first wave of AI-powered ETFs, says Alvin Chia of Northern Trust Asset Servicing.

Transitioning to an era of scarcity

The world is transitioning from an era of commodity abundance to one of undersupply. Ben Ross and Tyler Rosenlicht of Cohen & Steers believe this shift may result in significant returns for commodities and resource producers over the next decade.

Asia credit: An outsized winner in the region’s energy transition?

Ross Dilkes, fixed income portfolio manager at Wellington Management, examines the opportunities and risks for bond investors presented by the region’s decarbonisation agenda.

A quiet revolution in Japan’s corporate governance

revolution, Japan, corporate governance, Shareholders, corporate, governance, standards, improvement, Tetsuro Takase, SuMi TrustShareholders in Japan no longer accept below-par corporate governance standards. Changes are taking place, but there are still areas for improvement, says Tetsuro Takase at SuMi Trust.

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