Highly concentrated sales rapidly inflate the assets of a few funds, causing capacity issues and concentration risks. Jag Alexeyev at Strategic Insight says this could cause significant shifts in investment cycles in the not too distant future.
Highly concentrated sales rapidly inflate the assets of a few funds, causing capacity issues and concentration risks. Jag Alexeyev at Strategic Insight says this could cause significant shifts in investment cycles in the not too distant future.
With the first arrows of prime minister Shinzo Abeâs three-arrow policy fired, Osamu Kikuchi at Tokio Marine Asset Management discusses whether this will really lead to a revival in the Japanese economy.
The high-end and sophisticated luxury market is booming, thanks to the wealth effect in emerging markets. Stefanie Eschenbacher asks if investing in luxury brands may be the ultimate way to capture the emerging market growth story?
Investors are exposed to both the vagaries and vicissitudes of the market, and to the fund managersâ often imperfect decisions. Arne Hilke at Morningstar explains how investors can tell if fund managers are really earning their fee.
Korea should introduce a multi-year currency liberalisation framework, argues Aaron H Kwon of Summit International Capital, as MSCI further delays an upgrade to developed market status.
Returns far greater than those in other regions are luring lenders into Asiaâs securities lending markets. Judith Evans finds that South Korea, Taiwan and Malaysia may hold the greatest untapped potential in the short to medium-term while China and India remain frontier territory.
Pioneer Investments argued the case for a ârenaissance of riskâ at its annual client investment conference, where Funds Europe was the media partnerMany fund selectors believe investors are on the verge of allocating a greater amount of money to equity investments and away from bonds.
Singapore is expected to benefit as regulators clamp down on the flight of capital to other offshore financial centres, such as Switzerland, Luxembourg and the Caribbean. Stefanie Eschenbacher finds the growing number of wealthy people in emerging Asia may be an even more important growth driver.
The Hospital Authority Provident Fund Scheme of Hong Kong is now looking to real estate investment trusts and more local investments to beat inflation. Chairman John Lee talks to Stefanie Eschenbacher.
The Hospital Authority Provident Fund Scheme of Hong Kong is now looking to real estate investment trusts and more local investments to beat inflation. Chairman John Lee talks to Stefanie Eschenbacher.
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.