In contrast to their Western peers, Asian managers are finding the Chinese market good for returns, while some domestic investors in current regional darling Japan are selling stocks.
The investment consultancy has made an internal transfer to fill the newly created post of head of sovereign advisory for Asia, as it sharpens its focus on this client segment.
Recent equity market volatility in China will lead investors to increase allocations to alternatives, particularly private equity, says consultancy Towers Watson.
In light of an improved economic outlook and rising salaries, companies in the region are looking anew at the benefits of launching retirement schemes.
It’s time for asset owners to modernise their risk management practices, argues Towers Watson. The possibility of mission impairment gives rise to the need for buffers.
Peter Ryan-Kane finds institutional investors taking concrete steps to boost yield and reduce volatility, while becoming less herd-like and more focused on portfolio construction.
The world's largest managers saw assets drop 3%, with Japanese firms outperforming. The biggest have increased passive management, underlining displeasure with active fees.
Towers Watson says managers should consider this concept as the case for CNH bonds is unattractive now. Separately, HSBC talks about opportunities in China's onshore RMB bond market.