AsianInvestor - Knowledge Hub

Resilient private credit fills a growing need

The rapid growth of private credit as an asset class in the US and Europe reflects attractive investment characteristics that could make it well-suited to address recent macro challenges, says Randy Schwimmer, senior managing director and co-head of senior lending at Churchill from Nuveen, and Mattis Poetter, co-chief investment officer of Arcmont from Nuveen.

MSCI: How investors can turn climate risks into reward

As Asia Pacific insurance companies increasingly recognise the importance of assessing climate risk across all aspects of the business, MSCI believes they need a three-pronged approach: measure and manage climate risks, pursue sustainability goals, and tap potential growth opportunities presented by climate change. 

Safe-haven sentiment to shape allocations in new era

Projections of weaker US growth in 2024 coupled with a robust economic outlook for Asia bode well for more active and diverse portfolios, including quality and safe-haven assets, according to a recent AsianInvestor webinar, in conjunction with State Street Global Advisors.

Why APAC is the leading market worldwide in automated trading

APAC may have arrived slightly late when it comes to automated trading, but now a wide variety of market participants including hedge funds and sovereign wealth funds are taking advantage of the speed, convenience and time saved.

Increasing positive impact: how to make investing matter

Most asset classes offer opportunities to make an impact, but getting started can be daunting, explains Sarah Wilson, head of ESG integration at Nuveen.

How Asia’s investors can play a pivotal role in addressing climate change

Megatrends such as climate change create commercial opportunities for companies with well-adapted business models, but risks for others, making such trends central to the thematic and impact investing strategies of Pictet Asset Management.

Playing the long game in private assets

The global themes of decarbonisation, deglobalisation, evolving demographics and the artificial intelligence (AI) revolution continue to create new opportunities to invest in private assets, according to Nils Rode, chief investment officer of Schroders Capital.

How institutional investors in Asia can make the most of a surging ETP market

As Asia’s growing ETP market presents more opportunities, selecting the optimal products involves navigating issues beyond expense ratios. Institutional investors must consider an array of factors such as thematic exposure, taxation, and market liquidity to make fully informed choices.

Megatrends: From secular growth drivers to sustainable investment themes

Megatrends are a group of powerful social, demographic, environmental and technological forces of change that are reshaping our world and the future. They are also one of the success factors behind Pictet AM, one of the world's largest thematic equities managers.

Global equities: Thinking outside the box for more breadth and sustained alpha

The answer to the long-running debate between growth and value, is not either or, but in using both inputs to navigate shifts and volatility across market cycles, says Rob Hinchliffe, portfolio manager, head of global sector cluster research at PineBridge Investments.