APAC allocators are recalibrating their portfolios to focus on compelling valuations, the infrastructure boom and a rising regional appetite for private credit, according to a report by Preqin.
Seeking to avoid the concentration risks of mature markets, institutions are building globally diversified portfolios to capitalise on the infrastructure required to support cloud migration and AI expansion across growth economies.
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.
Sovereign wealth funds (SWFs) are refocusing their portfolio structures to mitigate AI concentration risks and secure stable returns, according to Invesco's latest study.
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.
India’s startups are driving a third wave of innovation, pivoting from services and consumer tech to capital-intensive deep tech across AI, quantum, semiconductors, defence and space.
Investor preferences are shifting quickly, but not always in the same direction. Asia Pacific (APAC) remains a region of sharply different market structures, distribution models and regulatory regimes, which means what works in one market may not translate cleanly to the next. Dan Watkins, CEO for Asia Pacific at J.P. Morgan Asset Management, says the job for asset managers is to stay close to how decisions are being made amid the increasing role of AI, active ETFs and private markets…
As mature tech hubs face severe land and power bottlenecks, a shifting regulatory landscape and institutional private credit are driving a massive 24% CAGR across emerging regional corridors.