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The list of reasons to invest in APAC is compelling and institutional investors in the region are increasingly tapping the opportunities. Top1000funds.com looks at the different levels of income, volatility, efficiency and ultimately returns across the region.
active management, Asia, Franklin Templeton, GPIF, New Zealand Super
Now is not the time to reduce risk, argues Henrik Olejasz Larsen, chief investment officer of Sampension, Denmark’s $50 billion pension fund for public and private sector employees. In an interview with Top1000funds.com, he says corporate profits have not deteriorated, and although the market has been tested from multiple directions, the underlying optimism driving equities is strong enough to overrule the negative impact of geopolitical risk.
The investment team at New Jersey Division of Investment explain why they are bullish on private credit, and flag trends in increasingly large capital raises by external managers. This risks pension fund assets not being allocated but sitting with 'asset gatherers' more focused on management fees.
CalPERS stands out among its global peers with three women leading the organisation as chair, CEO and CIO. Amanda White spent time (on zoom) with the group to find out what drives the leadership team and how collaboration and a shared mission are creating an innovative investment culture.
Executive director of France’s SWF, Olivier Rousseau, a long-time critic of grindingly low bond yields which he has called a "tragedy" for pension funds, can’t hide his enthusiasm for today’s environment of higher interest rates and fiscal tightening after a decade of financial repression.
Since joining the Connecticut retirement plans as CIO just under two years ago, Ted Wright has developed a new strategic asset allocation that has bumped up the allocation to private assets. Top1000funds.com talks to him about risk budgets, a manager shakeup and diversity.
Democratic erosion, protectionism, inter-country rivalry and economic decoupling will have implications for economic growth and financial returns ahead, warns a recent White Paper from Norway’s Ministry of Finance, guardian of the giant $1.3 trillion Government Pension Fund Global (GPFG). Both financial and non-financial risk will increase as the economic centre of gravity increasingly shifts towards
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