Even as the Korean pension fund re-examines the appeal of developed markets, it has ventured into its first direct emerging market investments in Asia, its CIO tells AsianInvestor.
The Korean pension fund has calibrated its investment strategy to focus on income generation and incorporate private credit into a barbell approach, as it pursues five key investment themes for 2024, its CIO tells AsianInvestor.
Seller discounts and overseas buyers are fueling a surge of investment in Korean real estate by a fifth this year, in stark contrast to shrinking allocations across the broader region.
As the classical stock-bond correlation has gone, Korean pension funds and insurers are scrambling for ways to safeguard portfolios and deliver performance.
Whether high interest rates are a help or a hurdle heavily depends on who you ask, delegates heard at AsianInvestor’s Institutional Investment Forum Korea.
Asset owners, concerned by the heavy presence of direct lending funds in their portfolios, are seeking diversification within their private debt strategies, according to a recent Preqin report.
Along with boosting its logistics portfolio, the Dutch pension fund manager's latest investment aligns with a growing trend among institutional investors who are increasingly opting for open-ended fund structures.
Investors are trying to grapple with the right approach to tackle increased interest rates - a scenario that creates both challenges and opportunities, investment executives from different Korea asset owners say.