Asia is going through its own sustainability journey, and it’s different from the transition pathways in Europe and North America. Robeco head of fixed income, Asia, Thu Ha Chow told the Top1000funds.com Fiduciary Investors Symposium in Singapore that this means investing in the region requires a unique, regional perspective.
The key to constructing investment portfolios with resilience to rapid and unexpected changes is to remain humble, interrogate the data, and not be fooled into thinking the future can be predicted perfectly, according to head of multi-asset strategy APAC for Wellington, Nick Samouilhan.
Bridgewater has a house view that the world is moving into a period of macro-volatility and global conflict. But despite the myriad geopolitical and environmental risks facing investors investors’ unwillingness to break with the model portfolios of the past presents the greatest threat to institutional portfolios.
A market-weighted index isn’t necessarily the best indicator of where growth in Asia will come from in future. The Monetary Authority of Singapore’s Bernard Wee told the Fiduciary Investors Symposium that investors must take a much closer look at the region and understand the nuances of trade and investment.
The economic fundamentals of Asia dictate that asset owners should lift their allocations to the region, and a panel at the Fiduciary Investors Symposium – including chief of APG in the region – heard the best way to exploit the emerging opportunities is to have investment professionals on the ground.
The strength of China’s national leadership remains a central topic for avid China watchers around the world. As the nation heads into a structural reshuffle of its economy, investors, researchers and political scientists have different views on Chinese policymakers’ ability to work with the financial market from this point on.
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