LPs are broadening their private markets portfolios, often with co-investments and secondaries, a survey by the bank finds.
Category: Asset Class in Focus
BlackRock sets out the case for systematic investing
The investment approach combines technology with human expertise and taps vast stores of data.
Federated Hermes: ‘vested interests in Korea resist change’
Jonathan Pines, lead portfolio manager for Asia ex-Japan at Federated Hermes, explains what it will take to tackle the Korea discount.
BlackRock: insurers will increase private market allocations
BlackRock’s annual global insurance report found that most insurers surveyed plan to increase their investments to private assets in the next two years.
BlackRock: The Asia HY market ‘is now in a different place’
Stephen Gough, managing director, portfolio manager and head of the Asia Liquid Credit Platform at BlackRock, explains why the time is ripe for Asia high yield.
Fidelity launches an all-cap strategy in Asia
The fund managers expect to find uncorrelated, diversified opportunities across the range of market cap stocks.
Morningstar sees a structural shift in Asean investment landscape
New economy stocks are shifting the composition of Southeast Asia’s investible universe, says Morningstar.
Asia private markets: a supply and demand puzzle
Asia fund selectors are positive about private markets, but deal flow and volumes indicate they’re also cautious.
HSBC GPBW backs China high dividend stocks
Cheuk Wan Fan, CIO Asia at HSBC GPBW believes the latest fall in China equity prices is a short-term technical pullback.
