Asia-Pacific: Pensions and Investment News and Analysis – Page 2
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Interviews
Nikko Asset Management: Complex, creative thinking
Stefanie Drews is at home with complexity. She speaks several languages fluently, including Japanese, and tells us she still does her maths in Italian.
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Features
Central banks and the weaponisation of finance
The US has been a global power since the second world war. But it was during the interval between the collapse of the USSR in 1991 and the rise of China in the 21st century that the US was perhaps the single global hegemon.
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Features
Australia: Regulator targets greenwashing
Vanguard, one of the world’s largest investment managers, suffered the indignity in December of being the second company in Australia to receive an infringement notice for alleged greenwashing.
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Features
Research: How pension funds look at Chinese assets
Allocations to Chinese assets are still modest. Vincent Mortier and Amin Rajan discuss key issues in the third and final article from the latest Amundi-Create-Research Survey
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Opinion Pieces
Australia: Super funds face the future of fossil fuels
After a year when fossil fuel stocks outperformed all other shares, Australian super funds face a conundrum – to buy, hold or sell?
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News
Norges blacklists Indian, Chinese state firms on Myanmar risks, after holding €32.2m
Chinese state-owned AviChina Industry & Technology and Indian government-owned Bharat Electronics now excluded from Norway’s giant SWF
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Special Report
DC Pensions: Australians exercise pension choice
While the default MySuper dominates the superannuation industry, Australia’s defined contribution system offers a complex and wide range of options for retirement
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News
Norway’s SWF worried about Japan’s lack of female corporate leaders
NBIM speaks out on gender diversity on Japanese company boards
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News
NBIM bans stocks for links to Myanmar government, journalist surveillance
Norway’s giant SWF blacklists PTT PCL and Cognyte Software on human, individuals’ rights risks, ends observation of Leonardo
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Features
US dollar strength and the issues facing institutional investors
Most central banks across the world are raising interest rates – some more aggressively than others – but it is proving hard for any of them to out-hike the US Federal Reserve. The resulting widening interest rate differentials have been an important factor in the appreciation of the US currency.
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Opinion Pieces
Australia: Supers face A$500m tax hit
In the lead-up to the first budget by a Labor government in 12 years, speculation was rife about what the new Australian government might have in store for the superannuation sector.
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Special Report
Prospects 2023: Does zero China make sense?
Many investors are avoiding the People’s Republic, but they would do well to look at the reality
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Special Report
Special Report – Prospects 2023
The past year will be remembered as one of the most challenging for institutional investors ever. The outlook for 2023 is brighter, if anything because valuations of major asset classes have come back to historical levels.
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Opinion Pieces
Australia: Super funds shift focus to private credit
An ambition of the architects of Australia’s universal superannuation system, when it was set up in 1992, was to create what would become a fifth pillar of the nation’s banking system.
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Features
Can a sinking market re-emerge?
Travelling around Sri Lanka in mid-July reminded me of Winston Churchill’s saying that “democracy is the worst form of government – except for all the others that have been tried”. Many in Sri Lanka would argue that the post-independence history of the country may have proved him wrong. This year, political upheavals after popular demonstrations caused the administration of President Gotabaya Rajapaksa and his elder brother, Prime Minster Mahinda Rajapaksa, to collapse after the Rajapaksas’ deep corruption and deeper ineptitude over two decades brought economic ruin as the country ran out of foreign exchange to pay for fuel imports.
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Asset Class Reports
Emerging market debt: China government bonds
The outlook for Chinese government debt is looking less attractive
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Opinion Pieces
Australia: Role for superannuation in nation-building
A new Labor government has set the scene for change in Australia’s growing superannuation industry to ensure that some of the country’s A$3.3trn (€2,3trn) savings pool is directed toward social housing and the energy transition.
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Special Report
Asia investment: Focus shift brings turmoil to emerging Asia equities
Enthusiasm about Asian equities has cooled on the back of global recession risk, geopolitics and inflation
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Special Report
Asia investment: GIC enhances sustainability focus
A sustainability office now complements a sustainable investment fund that was launched in 2020
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Special Report
Asia investment: Japan’s GPIF assesses new strategy
World’s largest pension fund aims improve its allocation to ESG indices following a positive five-year track record