FEATURES (Published Date :3/7/2014)

SPONSORED STATEMENT

Category :Asia,Global
Market pundits anticipate investors’ appetite for gold to be reignited as the global economy wrestles with uncertainties relating to US monetary tapering, the eurozone weak and Japan’s dubious economic reforms.
By Sandra Lu and Desmond An
Category :Global
Under the authorisation of the Securities Investment Fund Law of the People’s Republic of China (Fund Law) and the adjustment of division of administration on private equity funds, the Asset Management Association of China (AMAC)

GREATER CHINA

By Hui Ching-hoo
Category :Asia,China
The emergence of online fund shops seems to be altering common fund trading practices in China now that the country’s e-commerce giant Alibaba Group and its largest internet company, Tencent Holdings, have broken into the niche market.

FAMILY OFFICES

By Maya Ando
Category :Japan,Global,U.S.A.
As 2013 drew to a close, the global economy was showing solid recovery with the US annual growth rate pegged at 3.2% in Q4. At the same time, emerging markets were cooling, their GDP growth wilting, a marked change in a segment which had exhibited remarkable development in recent years.

PROFILE

By Hui Ching-hoo
Category :Asia,China,Hong Kong,Global
Despite Mainland equities performing poorly over the past few years, overseas institutional investors remain positive on the long-term sustainability of China’s economy

SOVEREIGN WEALTH FUNDS

By Daniel Shane
Category :Global
Sovereign wealth funds (SWFs) in the oil-rich Persian Gulf will seek to raise allocations for private equity, infrastructure and real estate this year, while funnelling cash into local infrastructure, as part of a broader strategy to diversify their portfolios and spur the regional economy

PRIVATE EQUITY PANORAMA

By Paul Mackintosh – February 24, 2014
Category :Global
Private equity advisory and fund of funds firm Altius Associates has just released its annual private equity survey, with some interesting findings and one glaring question mark – but more of that later. First, the broad conclusions of the report from this fairly well-regarded manager of around US$24 billion in assets
By Paul Mackintosh – March 3, 2014
Category :Global
Private equity advisory and fund of funds firm Altius Associates has just released its annual private equity survey, with some interesting findings and one glaring question mark – but more of that later. First, the broad conclusions of the report from this fairly well-regarded manager of around US$24 billion in assets

CURRENCY MANAGEMENT

By Hui Ching-hoo
Category :Global
Asset owners and investment managers alike are faced with unique challenges with regard to currency management, which has become a significant component of the asset management industry worldwide in recent years

INVESTING IN REAL ESTATE

By David Macfarlane
Category :Global,Asia-Pacific
Asia now comprises around 34% of the global real estate investable universe and it is growing, on average by 11% per annum – far quicker than other regions. Asia Asset Management talks to industry experts Tim Nation, AMP Capital head of real estate capital; Anthony Kenkel, managing director, real estate securities portfolio management of Principal Global Investors;

EXCLUSIVE INTERVIEW

By Hui Ching-hoo
Category :Global
AXA Investment Managers (AXA IM), the asset management arm of the AXA Group, is in the course of restructuring its business model to increase its exposure to third party business

EMERGING MARKETS EQUITIES

By Paul Mackintosh
Category :Asia,Global
For a market event that – according to some interpretations – was supposed to affect assets boosted by post-GFC credit expansion, such as bonds, commodities, and private equity, the emerging markets (EM) rout from May 2013 had a strikingly large equities component to it

QUINTESSENCE INVESTMENT LEADERS SERIES

By Daniel Shane
Category :Asia,China,Japan
Achieving higher yields amid a low interest environment was the key theme at Asia Asset Management’s Quintessence Investment Leaders Luncheon, which was co-hosted with BNP Paribas Securities Services in Kuala Lumpur in February 2014. Senior executives from top pension funds and insurers discussed topics including diversification, emerging markets, and the challenges facing China and Japan

TAIWAN UPDATE

By Donna Chen
Category :Asia,Taiwan
Taiwan’s asset management market has maintained its year-on-year historical highs. As of the end of 2013, its total assets under management were US$214 billion, an increase of $4.7 billion from 2012

RISK MANAGEMENT

By Lionel Martellini*
Category :Global
Risk reporting, which is the subject of the New Frontiers in Risk Assessment and Performance Reporting research chair at EDHEC-Risk Institute, supported by CACEIS, is increasingly regarded by sophisticated investors as an important ingredient in their decision-making process, and a large number of indicators are now available to help them assess the risks of their portfolio

VIEWPOINT

By Wendy Guo*
Category :Global,Europe
Research has documented differences between women and men in risk appetite, level of overconfidence, investment style, and decision-making processes. Studies found women managers tend to be more risk averse, less over confident, and adopted more measured investment styles

MPF INDICATORS

Category :Global
MPF INDICATORS

ROAD WARRIOR

By Henry Lin*
Category :Global
I migrated from the information technology field into financial securities on a strong feeling that this was my professional destiny

COMMENTARY

By V G Kulkarni
Category :Asia,China,Taiwan
The Lunar Year of the Horse got off to a galloping start for Taiwan’s relations with China. For the first time in 65 years, China’s communist regime received a minister-level delegation from Taipei. Until then cross-strait dealings had been informal and unofficial. Expectations rose high on Taiwan last month, but within days the Kuomintang (KMT) authorities in the island nation realised that the celestial horse would have to go back to its slow trot.

MARKETWATCH

By David Macfarlane
Category :Global
For this edition of Marketwatch, Robert Rountree, global strategist, Eastspring Investments; Stephen Halmarick, head of economic and market research at First State Investments; and Wilfred Sit, CIO for Asia at Barings, share their thoughts with AAM on how the landscape is shaping up globally and more specifically in the Asia-Pacific region

SEARCH DIRECTORY

Category :Global
Directory of Manager Appointments & Searches March 2014

MARCH 2014 E-MAG

Click to view the electronic version of Asia Asset Management's March 2014 issue.