Absolute return, megatrends key focus for Asian investors
It’s not surprising that Asian investors are focusing on absolute return and long-term macro themes given the present uncertainty, says Henk Grootveld of Robeco.
A focus on absolute return and ‘megatrends’ will be dominant themes in the coming 12 months, according to an institutional investor survey* conducted this month by Dutch fund manager Robeco.
In response to a question about what will be the most dominant trends, the most popular was a focus on absolute return (with 36% citing it) and second came megatrends (29%), with ‘conservative approach (low volatility)’ coming third, well behind the others with 16%.
“The focus on absolute re…
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