Investment strategy

Apr 18, 2018

TokyoUnder strong leadership, Japan is enjoying its longest period of growth since the 1980s. Katsunori Ogawa, portfolio manager at Sumi Trust, says there is more to come.

Apr 18, 2018

Wind_farmResponsible investment is a priority for the funds industry, but techniques to measure ESG principles are in their infancy, says Vivek Jamwal of Stradegi Investment Management Consulting.

Apr 18, 2018

Armin_ChokseySingapore’s asset and wealth management sector has seen remarkable growth in the past few years.

Apr 18, 2018

RosesBanks in emerging markets are successfully targeting inflation, making the EM debt asset class attractive. Expect to see more flows, Fiona Rintoul is told.

Apr 18, 2018

BitcoinsWithin two years, blockchain could be a standard part of asset management. Fiona Rintoul considers the regulatory hurdles that might lie ahead.

Apr 17, 2018

Tiananmen_squareChina beat government targets by reporting GDP growth of 6.8% on an annualised basis in the first quarter – but the news failed to spur regional stock markets.

Apr 17, 2018

Singapore_ExchangeThe Singapore Exchange has promised new Indian equity derivatives in June to provide “continuity” after a surprise move by India threatened to stop all offshore derivative trading.

Apr 17, 2018

Property_fundReal estate manager LaSalle Investment Management has raised $1.15 billion for the fifth in a series of pan-Asian, closed-ended property funds.

Apr 17, 2018

responsible investmentA major Chinese asset manager has signed up to a United Nations-backed global charter on responsible investment.

Apr 17, 2018

FintechNippon Life Insurance has invested $94 million in a fund managed by its US investment subsidiary that invests in start-up companies.

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.