Monthly Archives: November 2014

Japanese investors pour 1.82tr yen into Asia stocks & bonds

Bloomberg reports that: ‘Japanese investors are buying Asian assets like never before as Prime Minister Shinzo Abe’s policies make the yen a lucrative means to fund bets on regional growth. ‘A net 1.82 trillion yen ($15.4 billion) flowed into stocks … Continue reading

Posted in Articles | Leave a comment

End September GPIF equities holdings still well below target

When the second quarter of the Japanese financial year closed on 30 September the Government Pension Investment Fund’s allocation to domestic stocks was just 18.23% — well below the new target allocation of 25% of a portfolio which has now … Continue reading

Posted in Articles | Leave a comment

Japan Post likely to pour 6.3 trillion yen into stock market

The drama of a general election plus the accompanying stimulus package and an 18-month delay in implementing the consumption tax rise are pushing GPIF’s asset re-allocation away from centre stage and lining up another government institution — Japan Post Group … Continue reading

Posted in Articles | Leave a comment

Dai-Ichi set to overtake Nippon Life in premium income

When the mighty Nippon Life’s premium income for the first-half of the 2014 year, which closed on 30 September, is made known on 28 November it will prove less than Dai-Ichi Life’s already announced 2.59 trillion yen, according to the … Continue reading

Posted in Articles | Leave a comment

GPIF looking for transition managers

The Government Pension Investment Fund, the world’s largest institutional investor, which has recently announced a significant change in its asset allocation mix is looking for transition managers to help it achieve its goals.  The details are here.

Posted in Articles | Leave a comment

Investing pensions: Plus ça change, plus c’est la même chose

The Government Pension Investment Fund has published a 17-page English-language summary of the thinking behind its ‘Adoption of [a] new policy asset mix’ which is well worth reading. As already reported (see post immediately below) the new portfolio will have … Continue reading

Posted in Articles | Leave a comment