Oscar Volder

  • IP Asia

    Inflation-linked bonds set to make a come-back

    IP Asia September 2013

    With the government planning to issue ¥300bn ($3bn) worth of notes in October after a five year absence from the primary market

  • IP Asia

    Another financial scandal brewing?

    IP Asia May 2013

    The use of off-shore vehicles to channel investments by Japanese pension funds unveiled not only the vulnerability to domiciles with light regulations

  • IP Asia

    The advent of Japanese ISAs

    IP Asia March 2013

    By Oscar Volder

  • IP Asia

    'Abenomics' - all set to fire up Japan?

    IP Asia January 2013

    Japanese financial markets started the year on a high note as the newly-formed government led by Shinzo Abe started announcing the measures to support their pre-election pledge of leading the Japanese economy back to growth.

  • IP Asia

    A watershed year for the occupational pension system

    IP Asia November 2012

    Looking back on 2012, the year has been even more of a watershed year for the Japanese occupational pension system than was already foreseen in the past

  • IP Asia

    Commercial real estate may be bottoming out

    IP Asia September 2012

    Japan seems to be finding its way back on the radar screens of international real estate investors after a prolonged period of doldrums on the back of the 2008 financial crisis and the Japan-specific earthquake and nuclear-scare of last year.

  • IP Asia

    Putting a spotlight on infrastructure investing

    IP Asia May 2012

    Mitsubishi in 2011 famously teamed up with Global Infrastructure Partners, a fund sponsored by Credit Suisse and General Electric and owner of such trophy assets as the London City Airport

  • IP Asia

    How words can lose their meaning

    IP Asia March 2012

    Many Japanese pension funds are appreciating that a large part of their solvency risk lies with them having an investment portfolio that deviates from the portfolio of GPIF.

  • IP Asia

    How smart is your beta ?

    IP Asia November 2011

    As Japanese investors continue to assess what conclusions to draw from the financial crisis, the concept of “smart beta” is drawing attention from an increasing number of pension funds.

  • IP Asia

    The contrarian approach works

    IP Asia September 2011

    Pension Fund client seminars are an essential activity for asset management companies operating in Japan. They allow firms to introduce investment solution ideas to an audience eager to study best practice and obtain guidance on their investment strategy.

  • IP Asia

    Pension tides start to ebb

    IP Asia March 2011

    A modest downturn in equity markets for funds with a shrinking asset base leads to a trap with no other final result but cash-out.

  • IP Asia

    Dynamic allocation strategies on the rise

    IP Asia November 2010

    Assumptions underlying the orthodox static approach to asset allocation are being questioned in an environment where pension funds are forced to be ever more concerned about the volatility in their funding ratio.

  • IP Asia

    Politics weigh heavy on GPIF diversification plan

    IP Asia September 2010

    Perhaps developments in financial markets have played a role in bringing GPIF to step up at least its research effort into non-listed equity and infrastructure, as possible alternative investment categories.

  • IP Asia

    Giant insurers take a step towards public life

    IP Asia June 2010

    Few casual observers would have thought that this year the biggest IPO globally would occur in Japan. Fewer still that it would be an insurance company making its debut on the stock exchange.

  • IP Asia

    Japanese real estate update

    IP Asia April 2010

    by Oscar Volder - In the unlisted segment of the market, some pension fund investors were approached with the request to add capital to their investment in order not to lose all of the initially invested equity.

  • IP Asia

    Adapting to inefficient markets

    IP Asia October 2009

    A new approach to equity investing is drawing attention from some of the more sophisticated Japanese pension funds

  • IP Asia

    Capital flows could benefit emerging markets

    IP Asia July 2009

    Booming prices for emerging assets would lower the cost of capital for emerging market based corporations strengthening their competitive advantage versus developed market peers and reinforcing a benign spiral of value creation.

  • IP Asia

    Funds consider the idea of currency alpha

    IP Asia January 2009

    The fundamental question as to whether or not to hedge has been the subject of ample empirical research with some degree of consensus that non-base currency exposure in the long term does not come with a positive expected return, whilst it does entail incremental risk.

  • IP Asia

    Japanese infrastructure looks to private finance

    IP Asia January 2009

    Infrastructure can meet the long term liabilities of pension funds while private finance can take the burden off state finances. Japan is now seeing the potential of combining the two

  • IP Asia

    Renewable energy - a light in the gloom

    IP Asia January 2009

    Technologies for the development of solar, wind, biomass and hydro are now well-established and proven, reducing risks for investors in power generation assets based on these technologies.

More by Oscar Volder