Private credit’s appeal will endure despite falling interest rates, the survey finds.
Category: Alternatives
BOS’s Grizelda Lee: better options than cash
Long duration investment grade bonds and Japanese equities offer DPM clients yield and capital growth, according to Grizelda Lee, head of discretionary portfolio management at Bank of Singapore.
Time to diversify into alternatives
This year presents a great opportunity to diversify across public and private markets, writes Jessica Jones, head of Asia at PGIM Investments.
BNPP WM’s Chan: quality matters
BNP Paribas Wealth Management’s head of investment services Gabriel Chan tells FSA what investment themes UNHW clients are interested in.
JPMAM: lock in bond yields
JP Morgan Asset Management’s EMEA chief market strategist warns against the seduction of cash rates.
The income-generating trust sector trading at ‘ridiculous discounts’
Infrastructure trusts are now trading at steep discounts, but could they be overdue a re-rating as the investment case remains strong.
Franklin Templeton: Time to allocate to listed real estate
Daniel Fitzgerald, portfolio manager at Martin Currie Australia, an affiliate of Franklin Templeton, explains why he favours listed real estate compared with private markets.
KKR closes $6.4bn Asia Pacific Infrastructure Investors II Fund
The fund is the largest pan-regional infrastructure fund to have been raised for Asia Pacific, according to KKR.
PGIM Real Estate: ‘generational opportunity for data centre investment’
Data centres are evolving into a mainstream investment category within property industry, says PGIM Real Estate’s Morgan Laughlin.
Value Partners inks partnership with VSFG for virtual assets in Hong Kong
The Hong Kong-based companies plan to launch a spot bitcoin ETF in Hong Kong later this year.
