Risk Management

Sep 06, 2013

Smoking manHighly 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.

Sep 06, 2013

ArrowsWith the first arrows of prime minister Shinzo Abe’s three-arrow policy fired, Osamu Kikuchi at Tokio Marine Asset Management discusses whether this will really lead to a revival in the Japanese economy.

Sep 06, 2013

ModelThe 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?

Sep 06, 2013

Teddy bearInvestors are exposed to both the vagaries and vicissitudes of the market, and to the fund managers’ often imperfect decisions. Arne Hilke at Morningstar explains how investors can tell if fund managers are really earning their fee.

Sep 06, 2013

KoreaKorea 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.

Sep 06, 2013

Phishing poleReturns far greater than those in other regions are luring lenders into Asia’s 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.

Sep 06, 2013

LombardoPioneer Investments argued the case for a ‘renaissance of risk’ 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.

Jun 05, 2013

BanglesSingapore 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.

Jun 05, 2013

28-29-John-LeeThe 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.

Jun 05, 2013

28-29-John-LeeThe 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.

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.