AsianInvestor - Knowledge Hub

As we venture into the second half of 2023, what’s in store for financial markets?

Moving into the second half of 2023, the impact of higher interest rates and the uncertain economic backdrop are likely to remain key concerns for investors. M&G Investments assesses the main factors driving the equities, fixed income, and private markets, and highlights the potential opportunities for selective, diversified investors.

The case for systematic investing in credit

Systematic active fixed income approaches allow investors to take advantage of signals, or alpha factors, that have stood the test of time. State Street Global Advisors explores the benefits of systematic, factor-based investing and why institutional investor demand is currently rising.

Why investment in private equity continues to be dynamic

In the current macroeconomic environment, private equity has once again proven its resilience by offering higher returns than other asset classes on average, as well as an illiquidity premium to investors for their long-term commitment says Markus Benzler, head multi-managers private equity UBS Asset Management.

What’s driving demand for multi-asset indices?

A multi-asset approach that is nimble while targeting higher quality and more liquid assets is the priority for asset owners and managers as they look to tackle volatility and uncertainty for the rest of 2023, finds the latest poll by AsianInvestor and S&P Dow Jones Indices (S&P DJI).

How private credit broadens the yield opportunity for asset owners, says Nuveen

Even as traditional fixed income offers more attractive rates, institutional investors continue to explore alternative credit, explains Randy Schwimmer, co-head of senior lending at Churchill, a Nuveen company.

Asian bonds: delivering on the demand for diversification

Supported by Asia’s structural growth story, fixed income assets – including Hong Kong dollar (HKD) bonds – offer investors a potential route to resilient and diversified returns despite the blurry global outlook, according to HSBC Asset Management (HSBC AM).

Steering a sustainable growth path for Asia’s asset owners and investors

Anchored in a commitment to sustainability as a driver of long term, responsible business growth, BNP Paribas is focused on innovative asset management, asset servicing and custody solutions for asset owners in Asia – in turn helping the firm win multiple awards from AsianInvestor.

Asset owners tackle new market regime with private and impact investments, reveals Nuveen survey

Asset owners across Asia Pacific (APAC) are rethinking markets, reallocating portfolios and responsibly investing amid dramatic shifts in the macroeconomic and geopolitical landscape, according to Nuveen.

How S&P Global’s Algorithmic Trading Insights report will accelerate Asia’s embrace of algorithmic trading

A new report from S&P Global Market Intelligence aims to give a nuanced view of algorithmic trading performances and usage trends across regions, trading strategies and the impact of market volatility on trades.

Navigating the rocky path to emerging market returns

Amid macro uncertainty and slowing growth, PGIM Fixed Income’s emerging markets (EM) debt team aims to minimise vulnerabilities while selectively tapping opportunities across bonds, rates and currencies – a tried-and-tested approach that has also secured an AsianInvestor award.