Sovereign wealth funds (SWFs) are refocusing their portfolio structures to mitigate AI concentration risks and secure stable returns, according to Invesco's latest study.
As the asset class expands across the region, Benjamin Deng argues the real challenge is not asset growth but the lack of diversification and liquidity mismatch.
Canadian pension OMERS considers acquiring La Trobe Financial; Japan’s Nationwide Business Corporate Pension Fund to allocate 1% of AUM to crypto; Indonesia introduces legal and tax immunity for Danantara bond purchases; and more.
Temasek appoints CFO; REI Super CEO steps down; Prime Super appoints former Brighter Super CIO; Victorian Funds Management Corporation names property head; and more.
Annual General Meetings are meant to anchor shareholder accountability, yet across Asia-Pacific they risk becoming procedural formalities. Reforming how AGMs function is essential for investor voices, and for the long-term resilience and credibility of regional capital markets.
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.
Oil has drifted lower since the Iran war spike in March. Defence budgets and central bank gold purchases have not. The divergence is reshaping the emerging market investment case.