Category Archives: asia

China Investment Corporation – It pays to invest overseas… and in equities

The picture is simple. Sovereign funds, in Asia-Pacific and the world at large, act as a leading indicators for the investment management industry. They have long-term capital to play with and are willing to take calculated risks in alignment (hopefully) … Continue reading

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Monaco Fund Forum 2013: Lights, Camera, Action…

Where to begin… the Monaco Fund Forum International 2013, the largest asset management conference in the world, was another milestone. Featuring Sir Bob Geldof along with hundreds of CEOs worldwide, conference director Jenny Adams went out on a limb and … Continue reading

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Multi-Convergence: BlackRock buys private equity real estate specialist MGPA – Asia focus

The era of multi-convergence. We have seen KKR/Schwab, GCS/ICBC/Dexia, Franklin Templeton/K2, Principal/Liongate, and many more examples of traditional and alternative convergence. This week BlackRock bought private equity real estate firm MGPA to boost its Asia and Europe presence, doubling its … Continue reading

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Few surprises in European Pension Fund Asset Allocation: Equities down, Alternatives Up

The latest Mercer data on European pension funds and their asset allocation shows an aggregate decrease in equities from 43% to 39%, and over half of them now have alternatives allocations (UK leads the way with 75%). In other words, … Continue reading

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Multiconvergence: Orix buys Robeco for distribution and global brand

I am finishing a week of CEO discussions in Europe and, before flying back to NY, Orix just announced the acquisition of 90.01% of Robeco equity from Rabobank for about two billion Euros (240 billion yen) to expand the global … Continue reading

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Schroders increases US assets to $35b with STW acquisition

Global boutique investment specialist Schroders is continuing to build out business away from its UK home – today the firm announced the acquisition of STW Fixed Income Management in the US. STW is a US investment grade bond manager with … Continue reading

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Multi-Convergence: HK PE firm GCS buys Dexia Asset Management

That was fast. Less than ten days after entering exclusive acquisition talks with Dexia, HK-based private equity firm GCS Capital is buying the asset management arm from the Dexia group, a case of #East2West and #Multi-Convergence. The price was set … Continue reading

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Global Trends 2030 – Welcome to the Future

The sad thing about the comprehensive work of the National Intelligence Council looking at future global trends is that it only is published every four years, and the speed of change has been increasing dramatically. To that end, #GT2030 has … Continue reading

Posted in alternatives, apps, asia, black swans, cash flows, Chile, consulting, distribution, E&A, enskat associates, information delivery, institutional investor, LatAm, Latin America, lifestyle, multi-convergence, pension funds, private banking, private equity, professional fund buyers, wealth management | Tagged , , , , , , , , , , , , , , , , , , , , | Leave a comment

China & the world: new leadership, partnerships, investments, SWFs

I am writing this post on board Cathay Pacific 830 from HK to NY en route to Sao Paulo, following two weeks of off the record discussions with CEOs, institutions, and government officials in Asia. (Quick side note, Marester, the … Continue reading

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After #Sandy: Speeches and meetings in Asia and Latin America

After a week without power or water, thanks to Sandy, I am about to fly over to Asia for two weeks, followed by a week in Latin America later in November. The week here showed NY and the world how … Continue reading

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