Magazine issues » July 2019

Editorial: A defining moment

Romil_PatelThe climate emergency is no longer a fringe issue, but something that is very much at the forefront of voters’ – and investors’ – minds. Truly global in nature, from the deadly wildfires in California to water vulnerability in Cape Town and a host of other places, “climate change is the defining issue of our time and we are at a defining moment”, as the United Nations puts it. With that in mind, this edition of Funds Global Asia aims to give readers a deep insight into how investors – from asset managers to insurance companies – are applying environmental, social and governance (ESG) factors to the investment process. We look at whether insurers have the edge over other institutional investors when it comes to integrating ESG factors in portfolios and question whether the social aspect is often overlooked. We hear, for example, how the insurance industry’s very nature ought to make investing in social good an appealing prospect. As the composition of investors in the funds industry changes, millennials are becoming an increasingly important target for asset managers. But what are firms doing to win them over as they take a greater share of the investor wallet, and does millennials’ perceived attitude towards ESG match the reality? The results of a survey of more than 3,000 people aged 23-35 might surprise you. What is certain is that the current state of play when it comes to the climate is an emergency that unites the investment community, the younger generation and more and more citizens globally – making our planet the ultimate premium for all. Romil Patel, editor, Funds Global Asia ©2019 funds global asia

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.