Institutional investors

Asia investors shift from money market funds to active funds, alternatives: Wellington Management head of Apac

Fixed income and 140/40 extension strategies have also drawn interest in the past 12 months, says Janet Perumal

Japan is a key market LPs are looking to increase exposure to, with 34% of them doing it via Asia-focused funds and 32% of LPs doing it via country-specific funds.

IPO window cracks open as more general partners prepping portfolio companies: Coller Capital

In Asia-Pacific, 87% of institutional investors say that their GPs are doing so

OCBC’s securities financing unit will be led by Jansen Chua, who joined the bank on Jan 2.

OCBC sets up securities financing unit for institutional investors

It will create opportunities for these customers to earn fee income by lending out their idle equities and fixed-income assets, says lender

As investor interest in Singapore stocks picks up, companies have a golden opportunity to strengthen fundamentals, enhance communications and demonstrate value creation, say the writers.
COMMENTARY

Forward guidance: Why it matters and how to get it right

With clear communication on anticipated earnings and business strategies, listed companies can signal confidence and build credibility

While US inflation should stabilise in 2026, the path to the Federal Reserve’s 2% target will be longer than expected.

Challenges to handle, opportunities to pursue in 2026

Key drivers include navigating tricky US rate-cut decisions

SAC has also launched an engagement playbook outlining practical “good hygiene” principles for investor relations.

Only 18% of investors rate SGX listcos’ disclosures as ‘very transparent’ despite quarterly engagements: study

Research by Stewardship Asia Centre also highlights a disconnect between investors and corporates on key priorities

The Monetary Authority of Singapore will refine the proposals as needed, and issue a separate consultation on the draft amendments.

No compulsory financial advice needed for most retail investors under proposed MAS changes

With a set of tweaks, the regulator hopes to balance between giving autonomy and protecting those putting money into investment products

The review notes that for a sophisticated financial sector in a developed economy like Singapore, investors headquartered here can do better in some metrics where they have scored similarly with the regional average.

Singapore investors behind regional peers on climate governance and disclosures: investor group

Asia Investor Group on Climate Change notes that the real economy still has a long way to go until investors align their portfolios with net-zero trajectories

To further empower minority shareholders, the report suggests lowering shareholding thresholds for them to requisition an extraordinary general meeting and propose resolutions.

Stronger investor protection in Singapore needed as gaps persist: Sias report

Some 37% of investors surveyed face difficulties in exercising their rights as shareholders

Given the broad consensus on China’s threat, tariffs on Chinese imports will inevitably rise. The US has a more than US$300 billion trade deficit with China.
CIO CORNER

Outlook 2025: opportunities and risks

Investors should be prepared for periods of volatility, given policy uncertainties