China is getting its mojo back
After years of underperformance the Chinese stock market had strong gains at the beginning of 2025, giving investors confidence that the country might be getting some of its pre-COVID mojo back.
Germany’s €70 billion pension provider VBL is increasing its diversification, notably investing in overseas real estate outside Germany for the first time. It's also increasing its tilt to international equities over European stocks, enabled by an organisational and investment process overhaul.
After years of underperformance the Chinese stock market had strong gains at the beginning of 2025, giving investors confidence that the country might be getting some of its pre-COVID mojo back.
The radical shift in world geopolitics has prompted investors like the Monetary Authority of Singapore, Khazanah Nasional Berhad and the Hong Kong Monetary Authority to rethink their strategic asset allocations in favour of a more granular approach.
Pictet Asset Management head of quantitative investment David Wright said at FIS Singapore that AI will not only provide drastic efficiency gain for traditional stock pickers but also will be a defining part of “quant 2.0”.
The past two years have been a challenging time for private equity investors thanks to low deal activities, falling distributions and tough exit environment. At FIS Singapore, a panel of investors examine how secondaries can help alleviate the asset class stress in portfolios.
Institutional investment in private credit across the Asia-Pacific is failing to keep pace with the region's strong economic growth and more attractive interest rate environment, according to a panel of investors at the Fiduciary Investors Symposium.
Pictet Asset Management believes that declining emerging market policy rates and rising global trade will drive the performance of EM debt – and if the US dollar declines and local manufacturing rebounds, we could see a “super boom”.
Featured Story