CPPIB Archives - Z-Ben Advisors

China Alert – The future of asset allocation

Asset allocation, Bond Connect, CIBM, CPPIB, Fixed Income

The future of asset allocation Major global institutions are rebalancing portfolios in favor of greater China fixed income exposure. Quirks persist, but elevated global demand suggests confidence in the market’s long-term trajectory. Limited visibility and new risk dynamics will require greater familiarity with the space. Please note that full versions of our China Alerts are […]

A-shares, CPPIB, ETFs, Midea, MSCI, onshore

Open access extends A-share appeal Global buyers continue to test ownership limits of onshore stocks. ETF flows into China further reinforce stock picking has been preferred for A-shares. Despite remaining market structure obstacles, demand for China is certainly on the rise. Please note that full versions of our China Alerts are for clients only, if […]