Investment strategy

Jul 12, 2021

Tim_AntonelliInsurers’ inability to foresee the impact of extreme weather on long-term investments is hindering asset selection processes, but a new modelling tool that more accurately forecasts future climate risks may prove to be a boon to carriers and other asset owners.

Jul 12, 2021

Nagasaki_portBond managers are optimistic for their asset class but are watching central banks closely to see how they will manage inflation, finds Pete Carvill.

Jul 12, 2021

Satoshi_MaruiIn Japan and around the world, the Covid-19 pandemic has rapidly changed lifestyles and work practices, writes Satoshi Marui of SuMi Trust.

Jul 12, 2021

Terraced_fields_VietnamIndustry experts offer in-depth analysis of the emerging markets landscape, including the main challenges ahead and which areas to watch out for.

Apr 14, 2021

logistics_investmentFor investors in logistics buildings, Covid-19 spurred expected growth by years. Surging demand for e-commerce means the number of warehouse sites is shrinking, providing a solid foundation for the sector’s future, writes Alex Rolandi.

Apr 13, 2021

Chinese dragonThe economic rise is entrenched. Next comes China’s financial rise – but many Western investors are still not exposed to it. Funds Europe speaks with investment experts – including TFL Pension Fund and fund managers in Asia.

Apr 06, 2021

Retirement signJP Morgan Asset Management (JPMAM) and CMB Wealth Management have unveiled a jointly developed fund aimed at China’s onshore retirement sector.

Apr 06, 2021

Singapore skylineA subsidiary of Singaporean fund manager Keppel Capital, Alpha Investment Partners, has been awarded a S$360 million (US$268 million) investment mandate from Dutch pension fund services firm PGGM.

Apr 06, 2021

Healthcare1Invesco has launched its first fund investing in Chinese healthcare companies set to benefit from key growth trends such as preimmunization and reform.

Mar 30, 2021

Approved 1The addition of Chinese sovereign bonds to FTSE Russell’s flagship World Government Bond Index (WGBI) has received its final approval from the index provider.

Pages

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

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.

Why rising demand for healthcare is creating investment opportunities in China

rising demand, healthcare, investment, opportunities, China, Robert St Clair, Investment Strategy, Fullerton Fund ManagementRobert St Clair, head of investment strategy at Fullerton Fund Management, explores the reasons investors should be paying attention to the rising demand for healthcare in China.

Why take advantage of the recent dip in China’s internet sectors

advantage, China, internet, market, OctoberChina's internet market presents one of the most compelling long-term growth potentials for investors today, given the catalysts supporting the sector from both macro and fundamental perspectives, explains Dr Xiaolin Chen, head of international, KraneShares.

Executive Interviews

Executive interview: PGIM CEO on where the ESG flowers should bloom

Sep 27, 2021

David Hunt, president and chief executive of PGIM, tells Romil Patel about leading a top 10 global asset manager in times where “empowering and encouraging the kind of investment decisions as...

Executive interview: Nicolas Moreau’s orderly transition

Jul 12, 2021

Nicolas Moreau, CEO of HSBC Asset Management, is moving to Asia as the firm looks to connect more directly with the region’s growth story. ESG is also a key focus – including the ‘just’ carbon...

Roundtables

India: An “obvious choice for global investors”

Jun 22, 2023

Funds Europe, the sister publication of Funds Global Asia, hosted an India investment discussion with two seasoned experts and asked if India is the ‘last one standing’ from the Brics phenomenon. We also hear that for India, the inclusion of Indian bonds in a major index may not be the desired...

Roundtable: Singapore comes of age as an Asian ESG hub

Dec 01, 2021

Strong ESG credentials strengthen the case for Singapore as a leader in Asia of the post-Covid recovery. Our panel discusses the risks and opportunities.