Wed, Nov 11, 2026
A A A
Welcome Guest
Free Trial RSS pod
Get FREE trial access to our award winning publications
Alternative Market Briefing

Winning investment trends to get by and fast in the near term - J.P. Morgan, PIMCO

Wednesday, October 28, 2009

By Christine Gaylican, Opalesque Asia:

As a new economic order takes a more distinct shape as to what to expect in the Asia-Pacific, analysts and experts from J.P. Morgan Asset Management and Pimco Europe Ltd. have simple, yet direct reminders for investors and investment managers preparing to take advantage of opportunities in 2010 and the near future.

Asia-Pacific economies, pillars of a new investment paradigm

1. Mutli-strategy investment in infrastructure. For those who have not taken advantage of the infrastructure investment opportunities in emerging economies of Asia, financial experts at J.P. Morgan Asset Management said that it is not yet too late to do so, at least in the first half of 2010.

In its study, "Pillars of a New Paradigm: Emerging Asia Infrastructure," infrastructure in emerging Asia represents a vehicle for investors to access a rich and interdependent multi-strategic variety of theme-oriented investments and returns.

Infrastructure plays a critical role in development process. However, to a country like China, kilometers of roads and bridges connecting China's peripheral provinces and states can trigger urbanization and migration trends and thus, also increasing China's net commodity importer demands.

"Infrastructure funds targeting China that incorporate the investable characteristics of commodity demand into their investment philosophy can deliver multi-asset class characteristics to a portfolio,......................

To view our full article Click here

Previous Opalesque Exclusives                                  
Previous Other Voices                                               
Access Alternative Market Briefing

 



  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Opalesque Exclusive: DACH institutions push alternatives to 32.3% of portfolios as hedge funds make a comeback[more]

    Matthias Knab, Opalesque for New Managers: Institutional investors in Germany, Austria and Switzerland now hold almost a third of their portfolios in alternative investments, and they are more confident than ever in

  2. KRX chief courts CalPERS for bigger bet on Korea[more]

    Korea Exchange Chairman and CEO Jeong Eun-bo held talks with California Public Employees' Retirement System, or CalPERS, to promote greater investment in South Korea's capital markets, the bourse operator announced Wednesday. Jeong met with CalPERS Chief Investment Officer Stephen Gilmore.

  3. 755 Unicorns, $8 Trillion: Fifth Era maps the autonomous digital economy[more]

    Matthias Knab, Opalesque for New Managers: Fifth Era Partners, a specialized asset manager focused on the convergence of Internet, AI/Agentic and Blockchain technologies, has released the findings of its 13th Bia

  4. Opalesque Exclusive: "Enough beta plays" - how Fasanara builds an alpha-only multi-strategy platform[more]

    Matthias Knab, Opalesque for New Managers: Most multi-strategy funds promise diversification. Fewer can explain why their return streams should stay independent when markets turn. In an Opalesque SkillsLab investor

  5. Opalesque Exclusive: Governance, Scale, and Boutique Resilience in a Consolidating Hedge Fund Industry[more]

    Matthias Knab, Opalesque for New Managers: The hedge fund industry has undergone significant consolidation in recent years, with capital increasingly concentrated among large multi-strategy platforms. Yet boutique m