Shows / AsianInvestor - Knowledge Hub
Episodes
AsianInvestor - Knowledge HubFast forward: Amy Cho on setting a new trajectory for M&G in Asia
In just 18 months, Amy Cho has reshaped M&G Investments’ trajectory in Asia Pacific - deepening institutional partnerships, securing flagship mandates and…
AsianInvestor - Knowledge HubThe future of asset management in Asia: Spotlight on Taiwan and Japan
As Asia’s asset management landscape evolves, Taiwan and Japan have clear ambitions to become the region’s next major hubs. Christy Chan, senior director…
AsianInvestor - Knowledge HubPlaying a bigger game
In response to multiple, concurrent crises, MFS believes investors should look beyond external factors like interest rates and geopolitical risks that are out…
AsianInvestor - Knowledge HubWhy multi-asset credit offers value in troubled markets
Multi-asset credit represents an interesting investment opportunity in today’s environment, with global geopolitics and inflationary concerns making European…
AsianInvestor - Knowledge HubLatest Nuveen survey reveals stronger investor appetite for private assets
The results from survey point to a growing risk-on sentiment among investors, with plans to expand into niche areas of private fixed income.
AsianInvestor - Knowledge HubPrivate credit’s new frontier: growth lending as a source of diversification
As private credit becomes more common in portfolios amid greater exposure to alternatives, investors want new, satellite allocations with extra alpha and…
AsianInvestor - Knowledge HubNew RFQ protocols make APAC credit trading more efficient
Reverting to voice trading in times of crisis will mean credit traders miss out on key benefits of electronic protocols.
AsianInvestor - Knowledge HubAlternative credit growth story paves way for wider take-up
We consider how alternative credit has evolved, and what these asset classes can provide investors in uncertain times.
AsianInvestor - Knowledge HubMaking a more diversified US equities portfolio pay off
At a time of flux in markets and with investors planning their allocations for the year ahead amid a cautious outlook for US interest rates, the modular…
AsianInvestor - Knowledge HubWhat’s driving the Asia Pacific boom in ETFs?
Greater appetite for fixed income exchange-traded funds (ETFs) and products with exposure to forces that could reshape the world economy - like artificial…
- AsianInvestor - Knowledge Hub
Survey shows APAC investors eye regional bonds for yield, diversification and stability
Asset owners and managers in Asia Pacific (APAC) are looking to domestic and regional bond markets for portfolio diversification and income, reveals a survey…
AsianInvestor - Knowledge HubEnvironmental investing: public and private opportunities for family offices in a new era
Exposure to a range of public and private companies across diverse sectors from renewables and energy efficiency, to sustainable agriculture, water supply and…
- AsianInvestor - Knowledge Hub
2025 Equity Outlook: Policy clarity brings fundamentals to the fore
With the US election results in and policy uncertainties largely resolved, we expect a return to fundamentals in 2025 with ongoing innovations and supply chain…
AsianInvestor - Knowledge HubNo time for complacency
With growth topping the agenda for investors in 2025, M&G Investments’ CIOs share their outlook amid several macroeconomic factors at play. Fabiana Fedeli…
AsianInvestor - Knowledge Hub2025 fixed income outlook: favorable environment for sovereigns
State Street Global Advisors retains its favourable outlook for fixed income assets in 2025. As fiscal, trade and monetary policies evolve, likely swings in…
AsianInvestor - Knowledge HubOutlook for 2025: Four growth areas to watch in Asia
Trends in several segments of the region’s financial landscape look set to drive demand for data over the coming year, says Magnus Cattan, vice president, head…
AsianInvestor - Knowledge HubThe index investing revolution: How passive strategies are reshaping markets
The growth of index-based or passive investing is transforming the way investors approach markets, bolstering liquidity and widening access to global markets –…
AsianInvestor - Knowledge HubRealigning portfolios: survey shows appetite for gold amid desire for diversified assets
As investors in Hong Kong and Singapore look to put cash to work despite rollercoaster markets and lingering uncertainty, diversification via resilient assets…
AsianInvestor - Knowledge HubMFS IM: Lessons learnt from 100 years of investing
The cyclical nature of financial markets presents ongoing challenges for investors. While evidence shows that investing can effectively build wealth over the…
AsianInvestor - Knowledge HubPreparing portfolios for a new normal in equities and fixed income
Market and investment specialists at MFS explore what’s behind recent market ups and downs, and how a normalised environment for interest rates and earnings…
AsianInvestor - Knowledge HubAsia Pacific offers growing bounty for global portfolios
The growth prospects, diversity and innovations across Asia Pacific (Apac) offer investors with global portfolios compelling opportunities to enhance their…
AsianInvestor - Knowledge HubInvesting for resiliency with alternative credit
Alternative credit strategies such as direct lending, energy infrastructure credit, real estate debt, and collateralised loan obligations can provide shelter…
AsianInvestor - Knowledge Hub‘‘What will the descent from peak rates look like?” – Investment Perspectives Mid Year 2024 Outlook
In this outlook, M&G Investments’ Fabiana Fedeli, Jim Leaviss, Richard Woolnough, Emmanuel Deblanc and others explore the potential implications of the…
AsianInvestor - Knowledge HubFrom stability to agility: nine implications for a new investment landscape
Against the new macroeconomic backdrop, institutional investors are reassessing many of the well-established assumptions and practices that allowed their…
AsianInvestor - Knowledge HubFuture-proofing portfolios: investing in the infrastructure of tomorrow
In seeking out companies that provide essential products or services to society, EQT is focused on investing in high-quality businesses with significant and…
AsianInvestor - Knowledge HubAsia Pacific asset owners seek more alternative credit in fixed income diversification, finds Nuveen survey
The rest of this year should produce a dynamic market environment that will offer alternative credit investors many opportunities to access attractive returns…
AsianInvestor - Knowledge HubAsia Pacific investment grade credit: time to make it a core allocation
Asia investment grade (IG) credit should benefit from both the end of the US hiking cycle and potential global economic slowdown, with structural demand likely…
AsianInvestor - Knowledge HubIndexing Dividends: Transparent Tools for Understanding Income Strategies
Investors in search of diversified performance and income amid today’s volatile market are seeing the potential benefits of dividend index strategies of…
AsianInvestor - Knowledge Hub2024 Asia ex Japan fixed income outlook: staying selective amid compelling alpha opportunities
Strong credit fundamentals across Asia are expected to continue to bode well in 2024 but selectivity remains key. PineBridge’s co-heads of Asia ex Japan fixed…
AsianInvestor - Knowledge HubPeak beyond the peak
As we enter 2024, financial markets are at a major crossroads. With inflation coming down and central banks’ rate hikes on hold, the big question for investors…
AsianInvestor - Knowledge HubResilient private credit fills a growing need
The rapid growth of private credit as an asset class in the US and Europe reflects attractive investment characteristics that could make it well-suited to…
AsianInvestor - Knowledge HubMSCI: How investors can turn climate risks into reward
As Asia Pacific insurance companies increasingly recognise the importance of assessing climate risk across all aspects of the business, MSCI believes they need…
AsianInvestor - Knowledge HubSafe-haven sentiment to shape allocations in new era
Projections of weaker US growth in 2024 coupled with a robust economic outlook for Asia bode well for more active and diverse portfolios, including quality and…
AsianInvestor - Knowledge HubWhy APAC is the leading market worldwide in automated trading
APAC may have arrived slightly late when it comes to automated trading, but now a wide variety of market participants including hedge funds and sovereign…
AsianInvestor - Knowledge HubIncreasing positive impact: how to make investing matter
Most asset classes offer opportunities to make an impact, but getting started can be daunting, explains Sarah Wilson, head of ESG integration at Nuveen.
AsianInvestor - Knowledge HubHow Asia’s investors can play a pivotal role in addressing climate change
Megatrends such as climate change create commercial opportunities for companies with well-adapted business models, but risks for others, making such trends…
AsianInvestor - Knowledge HubPlaying the long game in private assets
The global themes of decarbonisation, deglobalisation, evolving demographics and the artificial intelligence (AI) revolution continue to create new…
AsianInvestor - Knowledge HubHow institutional investors in Asia can make the most of a surging ETP market
As Asia’s growing ETP market presents more opportunities, selecting the optimal products involves navigating issues beyond expense ratios. Institutional…
AsianInvestor - Knowledge HubMegatrends: From secular growth drivers to sustainable investment themes
Megatrends are a group of powerful social, demographic, environmental and technological forces of change that are reshaping our world and the future. They are…
AsianInvestor - Knowledge HubGlobal equities: Thinking outside the box for more breadth and sustained alpha
The answer to the long-running debate between growth and value, is not either or, but in using both inputs to navigate shifts and volatility across market…
AsianInvestor - Knowledge HubAs we venture into the second half of 2023, what’s in store for financial markets?
Moving into the second half of 2023, the impact of higher interest rates and the uncertain economic backdrop are likely to remain key concerns for investors…
AsianInvestor - Knowledge HubThe case for systematic investing in credit
Systematic active fixed income approaches allow investors to take advantage of signals, or alpha factors, that have stood the test of time. State Street Global…
AsianInvestor - Knowledge HubWhy investment in private equity continues to be dynamic
In the current macroeconomic environment, private equity has once again proven its resilience by offering higher returns than other asset classes on average…
AsianInvestor - Knowledge HubWhat’s driving demand for multi-asset indices?
A multi-asset approach that is nimble while targeting higher quality and more liquid assets is the priority for asset owners and managers as they look to…
AsianInvestor - Knowledge HubHow private credit broadens the yield opportunity for asset owners, says Nuveen
Even as traditional fixed income offers more attractive rates, institutional investors continue to explore alternative credit, explains Randy Schwimmer…
AsianInvestor - Knowledge HubAsian bonds: delivering on the demand for diversification
Supported by Asia’s structural growth story, fixed income assets – including Hong Kong dollar (HKD) bonds – offer investors a potential route to resilient and…
AsianInvestor - Knowledge HubSteering a sustainable growth path for Asia’s asset owners and investors
Anchored in a commitment to sustainability as a driver of long term, responsible business growth, BNP Paribas is focused on innovative asset management, asset…
AsianInvestor - Knowledge HubAsset owners tackle new market regime with private and impact investments, reveals Nuveen survey
Asset owners across Asia Pacific (APAC) are rethinking markets, reallocating portfolios and responsibly investing amid dramatic shifts in the macroeconomic and…
AsianInvestor - Knowledge HubHow S&P Global’s Algorithmic Trading Insights report will accelerate Asia’s embrace of algorithmic trading
A new report from S&P Global Market Intelligence aims to give a nuanced view of algorithmic trading performances and usage trends across regions, trading…