Event Highlights

The fund's manager warns that liquidity risk — not AI concentration — may be the greater structural threat to Korean institutional portfolios as private market allocations expand.

Korean pensions must endure volatility and embrace a total portfolio approach (TPA) after painful lessons from 2008 exposed the cost of abandoning long-term conviction.

Canada’s second-largest pension investor sees the country as an active opportunity market across public equities and digital infrastructure, with corporate reforms potentially opening future private equity deals.

Geopolitical fragmentation and tighter spreads may define the macro backdrop, but how capital responds depends largely on who controls it.

AsianInvestor's flagship Hong Kong event featured commentary from leaders in institutional and asset management.

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.