AsianInvestor

In this edition of our monthly Q&A, we get up close and personal with the managing director of Asia for Legal & General Investment Management (LGIM). #investments #stockmarket #movie #sustainableinvestment

Donald Trump's dramatic victory in the presidential election marks a major political shift, but will his economic agenda prompt the Federal Reserve to rethink its rate-cutting plans? https://buff.ly/40y6cFq #uselections #rates #Fed #investments #tariffs #China

We wrapped up the 14th Southeast Asia Investment Forum with a series of insightful sessions! Asset owner spotlight Tan Li Ping, Chief Investment Officer, Investment Office at the Singapore Institute of Technology, shared her journey in establishing an endowment fund, discussing key achievements and challenges with Peter Ryan-Kane, CEO of PeRK Advisory. Private market playbook for forward-thinking institutions Woong Han from Hyundai Marine & Fire insurance and Muhammad Iskandar Shah Safar from KWAP Malaysia delved into the diverse opportunities within private asset classes. They discussed strategies for investment while addressing crucial risks such as duration, liquidity, and valuation. Examining investor sentiment in green bonds Pongpit Pinsai, CAIA, FRM from the Securities and Exchange Commission, Thailand examined the shifting investor sentiment towards green bonds, highlighting recent trends and potential growth pathways in this vital sector. Redefining institutional investing for the future Eric van der Maarel from APG Asset Management, Mohammad Mahbub Alam from Bangladesh Bank [The Central Bank of Bangladesh], Pardung Songatigamas from AIA Investment Management, and Shiraz Poonevala from GP Group, explored megatrends shaping the future of institutional investing, emphasising the importance of asset owner partnerships and sustainable growth strategies. Thank you to all our speakers, sponsors and partners for making this event a success: E Fund Management Co.,LTD. Nuveen, a TIAA company, S&P Dow Jones Indices, Allianz Global Investors, CAIA APAC Regional Focus Page, CFA Society Malaysia, CFA Society Thailand, Singapore International Chamber of Commerce, Cathay Pacific #AsianInvestor #SEAIF #SoutheastAsiaInvestment

The investment management arm of Mubadala and Temasek-owned Seviora inked a memorandum of understanding (MoU) to explore strategic initiatives. https://buff.ly/4fFqEIW #institutionalinvestor #sovereinwealthfund #privateequityfunds #investments

The Indonesian sovereign wealth fund is making a concerted push into hybrid capital solutions, such as private credit, by inking partnerships with at least three investment managers in recent months. https://buff.ly/3UJhByi #sovereignwealthfund #privatecredit #investments #assetowner

Coming back from our first networking break at the 14th Southeast Asia Investment Forum, we hosted an engaging "Meet the Expert" roundtable session, fostering in-person discussions on five key topics, each led by industry experts: (A) China in transition: Recent market development amid policy support Led by Fujia Liu, CFA, Senior Equity Product Strategist and Xinyun Cai, Fixed Income Product Specialist at E Fund Management Co.,LTD.., who shared valuable insights into China’s evolving market landscape. (B) Global fixed income: Yield, risk, and diversification Hamza A, CFA, Executive Director and Portfolio Manager at Farro Capital, guided discussions on strategies for navigating the complexities of global fixed income. (C) Accessing compelling private and public market equity opportunities and allocations in Asia Nitin Shakdher, Principal/CEO/CIO of Green Capital Single Family Office, explored exciting equity opportunities and allocations in the region. (D) Asset owner set-up: Strategies, challenges, and future trends for success Peter Ryan-Kane, CEO and Founder of PeRK Advisory, and Tan Li Ping, Chief Investment Officer, Investment Office of Singapore Institute of Technology, offered insights into effective strategies for asset owners. (E) Infrastructure investments: Regional and global view on opportunities Idhan R Harahap, Managing Director & Chief Investment Officer at Indonesia Infrastructure Finance, highlighted key opportunities in infrastructure investments. These roundtable discussions encouraged attendees to engage directly with the speakers and share their perspectives. Stay tuned for more insights and highlights from the forum! #AsianInvestor #SEAIF #SoutheastAsiaInvestment

The 14th Southeast Asia Investment Forum is now live at the Waldorf Astoria, Bangkok! Wai Leng Leong from Caisse de dépôt et placement du Québec (CDPQ), Martina Watcharawaratorn, CFA from Kasikorn Asset Management, Sue Lee, CFA from S&P Global, and Yoshi Kiguchi from the Pension Fund of Japanese Corporations kicked off the forum with an opening panel. They examined the challenges posed by the new rate environment and inflation, offering strategies for effective asset allocation and portfolio management. Real estate renaissance – Finding value in today's market Harry Tan from Nuveen, a TIAA company discussed the evolving outlook for real estate investments and identified key opportunities in today’s market. Crafting a winning portfolio – Balancing short-term opportunities with long-term objectives Bing Fan from E Fund Management Co.,LTD. explored strategies for building a resilient portfolio that balances short-term opportunities with long-term objectives. Stay tuned for more insights and highlights from the forum! #AsianInvestor #SEAIF #SoutheastAsiaInvestment

Efforts to jointly anchoring the investment fund represent another sign of the growing relationship between the Middle East and Hong Kong. https://buff.ly/4ejpcur #HongKong #Saudi Arabia #investmentfund #assetowners #sovereignwealthfund

Institutional investors are attracted to different approaches to mitigate the impact of the J-curve as well as have early liquidity options. https://buff.ly/3YTIXV1 #limitedpartners #investment #privateequity #co-investments #venturecapital

How are institutional investors navigating today’s market challenges? Wai Leng Leong at Caisse de dépôt et placement du Québec (CDPQ), Martina Watcharawaratorn, CFA at Kasikorn Asset Management, Sue Lee, CFA at S&P Dow Jones Indices, and Yoshi Kiguchi at the Pension Fund of Japanese Corporations, will delve into the implications of the new rate environment and persistent inflation, offering crucial insights into how institutional investors are adapting their strategies in response to evolving market conditions at the 14th Southeast Asia Investment Forum on 8 November. With rising interest rates and ongoing inflationary pressures, understanding effective asset allocation, portfolio management, and diversification strategies is crucial. Register now and join us tomorrow: https://bit.ly/3XTcA8I. #AsianInvestor #SEAIF #SoutheastAsiaInvestment