Pension funds in Asia Pacific are making a major shift in allocation, increasing exposure to risky investment classes over the next three years in order to boost returns, according to a State Street study.
Tag: Asia
First State Lau on expanding dividend universe
Dividend yields are harder to find in Asia today than they were ten years ago, but India offers some attractive ideas, said First State’s Martin Lau, director, Greater China equities.
Western AM on India China high yield
Fixed income markets are experiencing volatility with worries over a rate rise, but Western Asset Management believes high yield has a place in a diversified portfolio and sees investment avenues in China and India.
US and EM valuation split
A large valuation gap between emerging markets and the US is mainly sentiment-driven, creating opportunities to selectively pick next-cycle winners, said Joshua Crabb, head of Asian equities at Old Mutual Global Investors, who was plucked from BlackRock in September.
Asia retail investors self directed cerulli
The majority of retail investors in Asia are self-directed and tend not to rely on financial advisers when they make their investment decisions, according to a new research by Cerulli Associates.
Asian markets resilient to US rate hike
While global investors deliberate on pulling capital out of riskier emerging markets in the run up to a US rate hike, Aberdeen Asset Management is confident that Asian markets will prove resilient.
Room for disappointment in ASEAN high
Rich valuations and high investor expectations in ASEAN markets, combined with expected slowing growth, have created room for disappointment, said Hozefa Topiwalla, managing director at Morgan Stanley.
BlackRock on Stock Connect
BlackRock Asset Management sees investors getting access to a wider range of mid-cap stocks in China’s consumer discretionary, consumer staples and industrial sectors through the Hong Kong-Shanghai Stock Connect, said Helen Zhu, head of China equities.
Asia high yield offers safe haven
Global interest rates are likely to remain low for a “considerable period”, according to Aviva Investors, and certain factors suggest Asian high yield is preferable to comparable US products.
Nikko AM makes 3 senior hires
Nikko Asset Management has made three senior hires covering sales in North Asia, client development in the Middle East, Africa and Asia and consultant relations on a global basis.
