APAC’s mega trends: The investors positioning for the future

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APAC strategies: Why active management pays

In a region as diverse as Asia investors can lean in and take advantage of inefficiencies and inconsistencies around growth, central bank policy and diverse regulatory regimes; and asset owners in the region are increasingly finding active management, across all asset classes, optimises returns and reduces risk. Top1000funds.com investigates.

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Opportunities in APAC: Diverse and dynamic

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.

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Public equity manager challenges the case for private

Public equity manager challenges the case for private

Loomis Sayles’ Aziz Hamzaogullari has questioned whether asset allocators are giving private equity more credit than it is worth, saying the case for investing in PE rests on flawed return measurement, hidden risks and high fees and that public equities should be treated with the same “patience” that PE receives.

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South Africa’s GEPF mulls proposed liquidity pressures

South Africa's pension funds may have to keep much more liquidity on hand if proposed legislation allows beneficiaries to access their retirement savings early. South Africa's GEPF ponders the implications for long-term investment.

Korea’s KIC accelerates move into alts to better manage volatility

Korea's KIC is accelerating its expansion into alternatives, targeting a quarter of the $169 billion fund in alts by 2025 in a bid to escape the volatility, macroeconomic and geopolitical risk that impacts the fund's traditional public markets allocation. Elsewhere, 'happiness management' is now integral to its recruitment practices.

Russian invasion of Ukraine proves West not in decline: Stephen Kotkin

The Ukraine invasion is an epic tragedy but also an opportunity for the West to re-discover its values and restore neglected relationships with much of the world, according to Professor Stephen Kotkin, an American historian, academic and author.

AI, humans and the new age of asset management

AI cannot yet fully replicate human behaviour in all its dimensions, but if we are able to mitigate the risks that have and will come from multiple sources, it can be a game changer for our industry.

NYCERS eyes more US regional bank risk

The growing divergence between the Fed funds rate and interest rates on checking accounts is increasing the risk of bank deposit outflows for US regional banks. It's one reason why NYCERS' Steven Meier expects more failures and consolidation ahead.

Cashflows and risk management drive PSP Investments

The risk of a deficit is a key driver in the management of PSP Investments as it looks to build resilience and cashflows in its portfolio. Amanda White spoke to CIO Eduard van Gelderen.

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