Event Highlights

Panellists at the 21st Asian Investment Summit told investors to keep steady, avoid overreacting and build resilient portfolios.

John Livanas, the Australian pension fund's CEO, says true investment leadership requires the “BLT principle”—Boldness, Luck, and Talent—beyond technical expertise.

As spreads and scrutiny tighten, insurers are weighing corporate lending against asset-backed securities backed by diversified pools of consumer and real economy loans.

Private equity managers must now demonstrate operational value creation rather than relying on leverage and multiple expansion.

Portfolio maturity, regulatory constraints and liquidity expectations are shaping divergent strategies for private market exposure.

With the country's fund universe expanding sharply, the Dinesh Hinduja Family Office demands manager accountability and conviction. Its disciplined “right to win” framework rewards substance over style.

Institutions are also reevaluating the concept of a risk-free rate with developed nations' debt piling up, an AsianInvestor conference heard.

HDFC Pension manages explosive growth amid regulatory guardrails while positioning for demographic dividend that could transform the world's most populous nation into an investment powerhouse.

The country's first sovereign wealth fund is positioning to capture opportunities from tariff wars and geopolitical tensions while acknowledging it cannot execute alone in a fragmented global economy.

The Dutch pension giant is moving away from public markets priced for perfection while adapting to an era where government bonds no longer adequately hedge equity risk during inflationary periods.

Local currency and default risks are among the challenges for investors navigating emerging market debt. But they can be a good play for those looking to unwind some of their US debt positions, experts say.

The firm’s hands-on value creation approach extends beyond capital provision to include business development, fundraising assistance, and strategic guidance.