Fixed income

Aug 02, 2021

Real_estateReal estate equities are in recovery. Despite ‘noise’ in the wider stock market, some property shares are back above pre-crisis levels, powered by demographic changes and currently boosted by inflation worries. Alex Rolandi reports.

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.

Jun 29, 2021

Asia-Pacific globeCompanies in Asia Pacific (Apac) appear to have been much more resilient in the face of a global Covid recession, according to recently published research.

Apr 13, 2021

China growthEastspring Investments, the Asian asset management arm of Prudential, is looking to capitalise on investor interest in Chinese government bonds by rolling out its China Bond Fund in Singapore.

Mar 04, 2021

Hong_Kong_roundtable_Feb_2021Our line-up of experts in Hong Kong considers the importance of fixed income ETFs, sustainability and the prospects of increasing China in the indices. Chaired by Romil Patel.

Mar 04, 2021

Global_real_estateIndustry experts offer their views on the real estate market’s resilience, discuss its main challenges and identify which subsectors are gaining momentum.

Mar 02, 2021

Bonds newspaperUS fixed income specialist, Pimco, has named Alec Kersman as head of Asia Pacific.

Feb 02, 2021

China growthChina is central to the long-term strategy of international investors, despite geopolitical obstacles generated by Covid-19 and US-China trade tensions during the latter days of the Trump administration.

Jan 19, 2021

Bond indicesPushback from some Japanese investors is threatening to derail the much-anticipated inclusion of Chinese government bonds on a widely used benchmark.

Jan 05, 2021

Singapore MerlionFive thematic investment funds aimed at retail investors in Singapore have been launched by Goldman Sachs Asset Management (GSAM).

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

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.

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.

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.