Asset Allocation
Asia Emerging as a Source of Investment Opportunity
Whether seeking diversification or value in active equities, several countries in the region may be attractive for years to come.
Tag: Asia
Asset Allocation
An EM Rebound—and It’s Not All About China
Why emerging markets, now in the doldrums, will come back, per Lazard.
Pensions
Netherlands Leads Europe in Green Bonds, While Dutch Pensions Cut Asia Investments in 2022
Dutch pension funds’ assets in Asia have declined by nearly 28 billion euros since the end of 2021.
Research
About That Tech Slowdown: The Big Digital Tomorrow Will Restore Its Place
Legacy stocks are leaders now, but 5G and other digital revolutions promise to return the disregarded innovators of yore to the fore again, Citi says.
Asset Allocation
CIOs Favor Growth Stocks, Shun Bitcoin, Goldman Sachs Survey Finds
Investment chiefs also said they were bullish on China A shares and expect inflation to peak in the first half of 2022.
Asset Allocation
What Stocks Should Emerge First, Post-Crisis?
Think Asian tech firms. That’s the reasoning of Wellington Management.
Research
Private Equity Surges in Southeast Asia
Six ASEAN-focused funds have raised $500 million in the first half of 2019.
Exclusive: Texas Teachers’ Investment Operation Considering Opening Singapore Office
Jerry Albright’s $152 billion pension fund could open Asia branch in 2020.
OP-ED: Asia Investment Megatrends May Show True Opportunities
Family office investor details credit opps in Asia-Pacific: outsized alpha with downside protection.
Asset Allocation
New York Allocates over $1.9 Billion of Capital
Particular focus given to Asia-specific strategies.
Newsmakers
San Francisco Pension System Commits More than $900 Million to Private Markets
The plan has committed more than $3 billion overall in 2018 to private markets as CIO William Coaker Jr. builds up the alternatives portfolio.
Asian Private Equity Funds Make Up 25% of Global Assets
Total assets under management hit $722 billion, with $246 billion in dry powder.
Research
Tremendous July Flooding Costs Asia Over $10 Billion in Damages
China felt biggest impact, primarily in Yangtze River Basin.
Preqin: Emerging Market Private Equity Assets Boom to Cross $500 Billion Mark
One-fifth of global investors intend to increase their allocation to private equity in emerging markets in 2017.
Research
Venture Capital Deals Mark Record Quarter in Q2 as Asian Markets Boom
Asia accounts for almost half of the global total with a record $22 billion invested.