China is also falling out of favour, while Japan and Malaysia are rising in popularity, according to Bank of America-Merrill Lynch’s monthly fund manager survey.
Specialist investor EIG Global Energy Partners expects to ramp up its Asia investment activity and is looking to work with more pensions and sovereign wealth funds in the region.
The alternatives arm of asset manager Vontobel aims to hit capacity for the product within five years with the help of sales through private banks in Asia.
The firm is also looking at allocating more to higher-yielding equity and fixed-income assets, noting how hard it is to achieve target returns these days.
Not enough investment is going towards future commodities supply, but global uncertainty is hitting the average price of natural resource stocks, argues Robeco in a white paper.
A secular shift in demand and supply constraints sees commodities fund manager James Govan of Barings take a positive view on the sector, despite the global equity meltdown.