Kristina Shperlik

Geopolitical tensions are prompting family offices based in Dubai to split their risk by expanding operations into Singapore and Hong Kong.

Institutional investors are preparing to increase EM allocations in 2026, undeterred by geopolitical tensions and energy volatility.

While investors recognise the importance of themes such as geopolitics, AI and public‑private market convergence, many are not yet able to respond in an integrated way, according to new research.

Investors are turning to AI and a booming secondary market to navigate a prolonged liquidity crunch, according to State Street’s 5th annual global private markets study.

The carrier chooses asset-liability matching and robust corporate earnings to navigate complex geopolitical and consumption headwinds in 2026.

Allocators are sharpening due diligence and tightening manager selection to better insulate portfolios.

As mature tech hubs face severe land and power bottlenecks, a shifting regulatory landscape and institutional private credit are driving a massive 24% CAGR across emerging regional corridors.

Asset owners are restructuring their portfolios to favour asset-intensive sectors in response to structural economic shocks and extreme equity market concentration.

After a pioneer listing, the fund aims to bring prime state assets to the market, capitalising on macroeconomic reforms and robust investor demand.

Pension and sovereign wealth funds are increasingly turning to emerging market bonds to capitalise on structural reforms.

As algorithmic disruption and shifting market structures end the era of easy beta, institutional investors are diversifying beyond US corporate lending towards asset-based finance and markets in Europe and APAC.

Geopolitical shifts and a strict demand for operational value creation are reshaping sector and geographic preferences across APAC and beyond.