Geopolitics and energy security now replace climate targets as primary drivers of global decarbonisation investments, say Temasek and asset manager Amundi.
Japan
The country's asset owners are pivoting away from bonds to incorporate private credit, equity, and infrastructure into portfolios.
The government-backed investor is working to broaden Japan’s bench of managers capable of handling complex, large-cap corporate transformations.
The Dutch pension investor is underweight in the sector relative to target and sees Japan, living and selective office recovery as key areas for future deployment.
Abu Dhabi considers setting up new defence-focused investment vehicle; Taiwan’s Bureau of Labour Funds trims US exposure; Australian pension Brighter Super shifts away from domestic equities in favour of global AI stocks; and more.
Mega managers are pulling away, smaller funds are running out of road, and the rules of generating returns have changed for good.
From discounted AI valuations to an untapped private credit market, Asia's investment case has quietly outgrown the questions being asked about it.
Thailand’s SEC to overhaul regulatory frameworks for IPOs, cross-listings, ETFs; Maharlika SWF assigns $10m bridge loan to a copper-gold project; Li Lin's family office transfers its investment arm to capitalise on HK's bitcoin ambitions; and more.
China's CIC, Indonesia Investment Authority and Azerbaijan's SOFAZ launch $1bn private equity fund; Abu Dhabi consolidating China strategy by bringing together assets from Mubadala, L’Imad; and more.
Asia's private equity managers face a new reality: allocators want proof of performance, not promises.
Ping An Insurance Group to sell $1 billion software-focused private equity assets; ESR raises $850 million to expand APAC logistics and data centre businesses; Temasek Trust Catalytic Capital for Climate and Health raises $1.2 million in funding round for Singapore healthtech firm; and more.
CBus appoints new CTO; Mesirow expands APAC reach with Tokyo office; Merchant Australia names new executives; and more.
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