Janus Henderson’s co-head of global property equities is pivoting away from trades that worked when rates and inflation were rising, into the trades that didn’t.
Net flows into Japanese mutual funds exceeded ¥1trn last month for the first time this year, according to Morningstar Direct data.
A range of approaches to getting real estate exposure will help mitigate downside risks, says new CBRE research.
Nuveen highlights the role of this asset class to deliver attractive yields as well as diversification amid market turmoil.
According to Morningstar Direct data, inflows to Japan funds in July hit their highest level since December.
As part of a new initiative, FSA is talking to market participants about key trends that shape fund selection. This week Jenny Zeng, chief investment officer for Asian fixed income at Allianz Global Investors, discusses China’s embattled property sector.
With too narrow a focus on bricks-and-mortar investors might be missing out on mispricing opportunities.
Attractive opportunities can be found in income strategies amid rising inflation and higher interest rates, according to Eastspring Investments.
FSA spoke with Xin Yan Low, portfolio manager, Janus Henderson Investors, at the Fund Selector Asia Investment Forum Singapore.
The recent listing of China real estate investment trusts (C-Reits) to finance infrastructure projects could mark the launch of vast new market, according to Eastspring Investments.