The $1.3 trillion pension fund is raising allocations to global equities and bonds. Its director-general of research, Tokihiko Shimizu, discusses its outlook on emerging markets and alternative and private investments.
The firm is seeking to strengthen its team, reasoning that the great rotation is a reality and that Asia’s aging society requires better income security.
The pension fund will raise exposure to domestic and global equities and alternatives after admitting it maintained fixed income allocations too long, causing it to underperform peers.
As Australia’s first generation of compulsory savers gets ready to retire, the country’s superannuation funds have a surprisingly heavy allocation to stocks, finds Towers Watson.
Korea's National Pension Service sets out its plan for the next five years, diversifying into international equities and bonds as well as alternatives.
This is one conclusion of an investor survey carried out by Robeco and AsianInvestor in October, and it comes as a surprise to Henk Grootveld of Robeco.
Worries over the eurozone trump concerns about inflation as global investors adjust their allocations back to emerging-market equities, finds BoA Merrill Lynch survey.