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.
At 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.
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.
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.
Ross Dilkes, fixed income portfolio manager at Wellington Management, examines the opportunities and risks for bond investors presented by the region’s decarbonisation agenda.
Shareholders 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.
Robert 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.
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...
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...
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.