Lucas Cacioli

Strategic reallocation of capital and evolving tech ecosystems present unique sector opportunities in emerging markets, despite persistent valuation gaps with developed economies.

Leading Asian insurers are restructuring their investment approaches in response to trade conflicts and policy uncertainty, creating new risk management strategies designed to navigate an increasingly fragmented global economy.

Institutional investors across Asia Pacific remain committed to increasing private markets allocations but they're showing clear preferences for developed markets, private credit and technology-enabled investments amid global uncertainties.

The definition of infrastructure is transforming as emerging technologies and sustainability needs create new investment categories, with institutional investors adapting strategies to capitalise on these evolving opportunities.

While most global investors struggle with talent acquisition and scaling challenges in Asian credit markets, CPP Investments has built a distinctive operating model.

Multiple catalysts beyond dollar weakness signal potential sustained revaluation of emerging market equities, as correlations with developed markets continue to decline.

Asian life insurers are significantly increasing allocations to private credit despite economic headwinds, citing attractive risk-adjusted returns, diversification benefits and strategic advantages in a complex market environment.

Australian superannuation funds are leading the expansion in responsible investment, with institutional investors driving the market to $1.03 trillion (A$1.6 trillion) as ESG integration becomes increasingly mainstream.

The Japanese government fund’s latest commitment expands on its strategy to build a complete funding pipeline from pre-seed to public markets, addressing critical gaps in the country’s early-stage investment landscape.

Emerging market technology companies are leveraging integrated supply chains, cost advantages and innovation capabilities to outperform Western counterparts.

Canada's largest pension fund is increasing its Asian credit exposure while global peers pull back, leveraging its established presence and direct investment approach to capture opportunities in the region's under-penetrated private credit market.

India's second-largest pension fund manager adapts its institutional approach as the new Unified Pension System reshapes the competitive landscape.