AIA HK, Chubb Life upbeat on risk assets ahead of likely rate cuts

Hong Kong insurers are eyeing opportunities in risk assets and emerging markets, buoyed by prospects of a softening US dollar and limited risk of a major US recession.

ESG engagement pressure on Asia asset owners builds as managers retreat

Support by the world’s leading investment managers on ESG votes tabled by APAC shareholders is waning, which is piling pressure on other institutional investors to take the lead.

Editorial Board Spotlight: Candid Q&A with Naoya Sugimoto

We showcase the co-CIO of Japan University Fund and AsianInvestor Editorial Advisory Board member, who talks about his biggest motivation, his role models and his leadership style.

Weekly roundup of people news, Sept 13

Future Fund reshapes investment team; M&G hires intermediaries executive from PineBridge; Carlyle hires for newly-created Asia role; BNY Investments taps Japan head from Mercer; CapitaLand Investments strengthens private funds business; and more.

Steering a new allocation path for insurers in dynamic markets

In a world where all assets do not go up in lock step, insurance investors should prioritise flexibility, dynamism, and forward thinking, says Tim Antonelli, head of insurance multi-asset strategy for Wellington Management.

Gold shines as source of resilience in uncertain markets

As investors await rate cuts and look to move out of cash, continued market volatility and geopolitical tensions are making diversification and resilience a priority, according to a AsianInvestor webinar, in conjunction with State Street Global Advisors.

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.

event

COO Forum

Sep 24, 2024 Hong Kong

event

3rd Malaysia Global Investment Forum

Oct 8, 2024 Studio Room, W Kuala Lumpur

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