QBE boosts risk assets to ride AI tailwinds, expands into private credit

QBE Insurance Group is shifting its investment portfolio towards higher risk assets, with significant moves into private credit and infrastructure.

Misperceptions causing institutions to miss out on sustainable co-investments

Inaccurate perceptions of how development finance entities work could be shutting institutional investors out of important co-investment opportunities.

Weekly Digest: Khazanah's impact fund eyes larger bets; Temasek spent $3.3bn on tech stocks in Q2

Malaysia's SWF looks at larger impact investments; Temasek spent billions on US tech stocks before the sector dropped; Thailand's GPF develops ESG strategy for two-thirds of portfolio; and more.

Enhancing portfolio versatility and liquidity with ETFs

Building on an already impressive growth trajectory, the Hong Kong ETF market is becoming an increasingly attractive investment destination with a focus on innovation, new product launches, and regulatory enhancements.

Realigning portfolios: A growing role for gold in asset allocation

With investors in Hong Kong and Singapore seeking protection against market risks and volatility, gold allocations offer a compelling way to diversify and improve risk-adjusted returns. Robin Tsui, APAC Gold Strategist at State Street Global Advisors, explains trends and drivers behind the increasing exposure to this asset class.

‘‘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 evolving interest-rate backdrop for financial markets.

From 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 portfolios to flourish during the great moderation, says Nathan Shetty, CFA^®, FRM, head of multi-asset at Nuveen.

Future-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 sustainable growth potential in attractive industries.

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5th Insurance Investment Briefing Singapore

Sep 3, 2024 Singapore

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15th Insurance Investment Briefing Hong Kong

Sep 5, 2024 Hong Kong

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