The move by J.P. Morgan last year to introduce the JACI Asia Pacific Index expands the coverage of the flagship JACI Index to also include debt from Japan, Australia, New Zealand, and other Pacific countries. Investing in Asia Pacific blurs the traditional divide between developed markets and emerging markets, potentially posing problems for asset allocators that still look at the universe in a more traditional (and potentially outdated) way. Omar Slim and Andy Suen, Co-heads of Asia Fixed Income, explain why adding APAC IG bonds to a global IG portfolio may enhance risk-adjusted returns. https://lnkd.in/epEZJ-Fe #asiapacific #fixedincome #JACI
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We believe Asia offers compelling opportunities for equity investors, benefiting from a range of opportunity sets across the region. Read our 2024 Midyear Asia Equity Outlook for our views on the most attractive regions and sectors in the second half. https://lnkd.in/eW6GjDtx #outlook #fixedincome #bonds #asia
2024 Midyear Asia Equity Outlook: Focusing on Select Stocks | PineBridge Investments
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abrdn Asian Income Fund Limited is an investment company that offers the prospect of both capital and income growth and could be considered a core offering for investors seeking diversification through #Asian equity exposure. Hear from Edison's Milosz Papst and Yoojeong Oh, CFA, one of the fund's managers, as they explore the potential opportunity in Asia. For more on emerging markets, read our latest report: https://lnkd.in/eaPgvTrc #EM #emergingmarkets #asia abrdn Investment Trusts
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The #KoreaInvestmentCorporation (KIC) has named World Bank executive Park Il Young as its new CEO as it seeks to diversify its US$189 billion portfolio, with a push towards alternative assets. Park begins his three-year term today, taking over from Seoungho Jin and continues the tradition of appointments of former Finance Ministry officials. KIC is diversifying into alternative assets with a target of 25% of AUM in 2025, but it still had 77% of AUM allocated to fixed income and public equities at end-2023. Global SWF examines its alternatives strategy, including private credit, M&A and emerging markets: https://lnkd.in/ewUFVWuT
Korea's KIC Gets New CEO and Doubles Down on Private Markets Diversification (GlobalSWF)
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With rate cuts likely to be gradual, we believe investors should differentiate among Asia credits that have varying degrees of sensitivity to funding costs and currency risk. Learn where we see opportunities in our 2024 Midyear Asia Fixed Income Outlook. https://lnkd.in/eCwMbdfa #investing #asia #fixedincome #bonds
2024 Midyear Asia Fixed Income Outlook: Credit Selection Is Key as Uncertainties Persist | PineBridge Investments
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Asia high yield’s solid performance in the first half of 2024 is likely to continue due to falling default rates, enhanced market diversification, and high yield carry. While China’s recent measures supporting the housing market reduce the risk of a further deflationary spiral, we believe more action is needed to stabilize the property sector. Discover the latest insights from our Asia fixed income team on the asset class, including strategies for identifying opportunities and managing risk effectively. https://lnkd.in/dyDzYuG7 #asia #fixedincome #highyield #chinaproperty
Asia High Yield: Still Attractively Valued Amid Declining Default Rates | PineBridge Investments
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Nuveen: APAC Institutional Investors Seek De-Risking: Institutional investors in Asia are seeking to de-risk their portfolios, according to a survey by Nuveen. In line with the global trend, the region is looking to shift exposure away from equities into high-quality fixed income. #Nuveen #fixedincome
Nuveen: APAC Institutional Investors Seek De-Risking
finews.asia
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Has #China really become #uninvestable? Asset manager opinions are divided. #assetmanagement #investing #investment #chinaequity #equity https://ow.ly/IyPB50QVMWV
Has China really become "uninvestable"?
https://asiafundmanagers.com/int/
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The untapped potential of the Asian private credit market and the evolving dynamics of GP/LP relationships were among the key insights shared at the Hong Kong Venture Capital and Private Equity Association (HKVCA)'s Asia Private Equity Forum 2024. Raymond Chan, Managing Director, Head of APAC Credit, was among the panelists for “Enter the Dragon: LP Outlook for 2024” a discussion about how LPs (limited partners) will be investing in Asia, how their GP (General Partner) assessments have evolved over the past few years, and what makes for an effective GP/LP relationship. Raymond underscored the growth potential of the market saying “Asia private credit, with attractive returns yet downside protection, will be an attractive asset class which will see significant growth in the coming years, especially for those who have an established team and maintained robust credit discipline, especially in the recent cycle. “ Raymond highlighted our unique position as a global fund with a long-term investment horizon, certainty of fund flows as well as a flexible mandate, enabling us to offer bespoke alternative solutions to traditional bank financing. Hear more from our senior leaders in the region on what we’re seeing in Asia: https://lnkd.in/gcqzb_2i
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Utilico Emerging Markets Trust featured in This Is Money's 'Eight bargain investment trusts that could bring YOU returns of up to 90% over five years' article 👇 https://lnkd.in/gGva-Prw #InvestmentTrusts #EmergingMarkets
Eight bargain investment trusts that could bring YOU big returns
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