APG shifts billions to infrastructure to capture Asia's demographic dividend
The Dutch pension giant is moving away from public markets priced for perfection while adapting to an era where government bonds no longer adequately hedge equity risk during inflationary periods.

Dutch pension fund manager APG is more than doubling its infrastructure allocation to 10% of AUM from 4% as fiscal policy changes force traditional portfolio construction models to adapt, says APAC CEO Thijs Aaten.
Sign in to read on!
Registered users get 2 free articles in 30 days.
Subscribers have full unlimited access to AsianInvestor
Not signed up? New users get 2 free articles per month, plus a 7-day unlimited free trial.
¬ Haymarket Media Limited. All rights reserved.