From actively managing currency hedges to diversifying away from crowded carry trades, AsianInvestor looks at how to navigate yen depreciation amid the Bank of Japan’s (BOJ's) shift towards policy normalisation.
%20(5).png&c=1&h=194&q=100&v=20260013&w=344)
Fund Managers
Regional assets climbed 14% quarter-on-quarter to $2.7 trillion in the second quarter (Q2) of the year, yet net outflows totaled $63 billion, driven largely by China and Japan, according to a report by Morningstar.
.png&c=1&h=194&q=100&v=20260013&w=344)
Institutions are rethinking risk budgets and reserving active management for less efficient markets where skill can truly add value.
.png&c=1&h=194&q=100&v=20260013&w=344)
While data centre investments continue to attract significant investor attention, capital is also flowing back this year into sectors such as office, retail and industrial.
As geopolitical uncertainty cements volatility as a structural market feature, investors are pivoting toward resilient assets, local expertise and the broadening AI infrastructure cycle.
.png&c=1&h=194&q=100&v=20260013&w=344)
GIC plans $1 billion private equity stake sale; Danantara prepares $500 million hedge fund allocation; Prime Super and Aware Super explore fund merger; and more.
China and Hong Kong regulators recently rolled out a number of reforms to speed up market integration, which is prompting investors to rethink allocations.
In this new edition of our quick-fire Q&A, AsianInvestor catches up with Andrew Francis, CEO of RQI Investors.
.png&c=1&h=194&q=100&v=20260013&w=344)
Bhutan taps 3iQ to manage Bitcoin reserves; Vantage weighs $2bn Malaysia data centre sale; Perpetual rejects EQT's latest $1.78bn bid; and more.
Rapid expansion in solar energy, AI infrastructure and data centres is sharpening the investment case for the white metals.
.png&c=1&h=194&q=100&v=20260013&w=344)
From prioritising short-end carry to diversifying into global high yield and commodities, AsianInvestor looks at how allocators can recalibrate following the US Federal Reserve’s (Fed's) hawkish pause.
.png&c=1&h=194&q=100&v=20260013&w=344)
Outside China, Asia Pacific (Apac) investors have poured into exchange-traded funds (ETFs) this year, with Japan, India, Australia and Hong Kong driving inflows across equities, technology, real assets and yield-enhancing strategies.
