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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
The total portfolio approach has allowed Australia’s sovereign wealth fund to capture the themes that will power markets and economies for decades to come, said director of thought leadership Craig Thorburn – but that doesn’t mean it’s not hard to scale.
Some of North America’s largest funds – including British Columbia Investment Management Company, CalPERS and Maryland State - are ramping up their allocations to private markets, building in-house talent to take advantage of private equity and co-investment deals.
Building the expertise for direct investment in global real estate and infrastructure is a priority for the new CIO of the United States’ largest pension fund. Nicole Musicco spoke to Amanda White in an exclusive interview at the Fiduciary Investors Symposium.
Raghuram G. Rajan, Professor of Finance at the University of Chicago and former Governor of the Reserve Bank of India, argues that Federal Reserve policy suggests inflation will start to come down. He reflects on the toxic risk of high levels of leverage combining with asset declines.
While many allocations struggle in a downturn, it presents opportunities in private credit some of which are already starting to appear.
A push towards standardised data and more appropriate incentives is bringing greater amounts of private sector capital into play on the path towards net zero emissions by 2050.
Investors should shape strategies that protect against the downside, said Jeff Gardner, senior portfolio strategist, Bridgewater Associates. Speaking at the Fiduciary Investors Symposium at the Chicago Booth School of Business, he said that investors should prioritise protecting against losses in the current environment: increasing returns can be additive to long-term wealth, but missing the big
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