Denny Fish, a tech portfolio manager at Janus Henderson, believes tech’s recent volatility was the result of valuation adjustments as equity markets recalibrate for an era of higher interest rates.
Denny Fish, a tech portfolio manager at Janus Henderson, believes tech’s recent volatility was the result of valuation adjustments as equity markets recalibrate for an era of higher interest rates.
Litigation finance is an established alternative asset class in the US, Europe and Australia. Now it’s starting to look attractive in Asia-Pacific too, writes Peter Guy.
Attractive valuations, less harsh regulation and the easing cycle of China’s monetary policy mean some managers may be turning positive on the country. Peter Guy speaks to two regional portfolio managers.
The infrastructure investment needs in Asia Pacific are enormous – underpinned by strong economic growth, relatively underserved existing infrastructure and favourable macro and demographic themes, writes Simon La Greca of AMP Capital.
Real 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.
Insurers’ 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.
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...
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...
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.
As we prepare to emerge from Covid, experts look at overcoming demographic issues through a combination of good tech and corporate governance, improving productivity and meeting an ambitious government carbon emissions reduction target. Chaired by Romil Patel.
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| Emerging Managers Survey 2022 | |
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We are conducting a quick survey to find out the most important considerations for emerging managers when choosing a jurisdiction and the biggest challenges they face in 2022. |
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We interviewed four key stakeholders of financial institutions operating in China who have in-depth knowledge of the strategies that asset managers need to access markets and effectively trade and invest in China. |
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