Japan's $1.7 trillion pension fund cites settlement and liquidity concerns; $1.8 billion deal will boost Nomura's AUM by $180 billion; US pension funds commit $250 million to EQT's Asian private equity fund; and more.
China
Despite US trade tensions, strong domestic demand, innovation, and proactive policymaking reinforce China’s appeal as a long-term investment destination.
CIO Jianxin Chen explains how the insurance giant strategically balances short-term opportunities, cyclical market shifts, and long-term stability to navigate the challenging low-interest-rate landscape.
Does America's economic resilience really give it an advantage in prolonged tariff conflicts, or do dependencies on certain imports create unavoidable vulnerabilities?
Amid concerns over a potential Chinese economic downturn, Ping An Life's CIO Jianxin Cheng takes an optimistic stance, emphasising the resilience of China's economy.
Global asset owners and managers are increasingly adopting offshore Renminbi for strategic hedging, with Hong Kong cementing its position as the crucial trading hub driving liquidity and currency stability.
Ping An Group's 5.8% investment return in 2024 outperformed its decade average, with the insurer strategically positioning its $790 billion portfolio toward Chinese state-owned banks and emerging technologies while expanding its equity market participation.
Asia's real estate sector continues to demonstrate resilience against the fog of uncertainty, as investors increasingly pivot toward the living sector across Japan, South Korea, and other key markets.
Leading insurers grapple with policy unpredictability, shifting market dynamics, and long-term positioning as Trump's second term creates new geopolitical realities, with China advocating a decade-long perspective.
Sun Life names Asia CFO; TAL Australia hires investment strategy head; WTW promotes global CIO; Nuveen's Greater China head moves to Sun Hung Kai; and more.
The insurer is implementing localised AI models to enhance investment decisions, with CIO John Zheng highlighting how this approach addresses the negative spread between 30-year bond yields and insurance liability promises.
Despite Trump's return to office and compressed global valuations, China's innovative healthcare market presents strategic potential for foreign investors willing to navigate regulatory complexities and sector-specific challenges.
