Institutional investors are reallocating billions toward commodities that power the energy transition and serve as modern safe havens.
Kristina Shperlik
While not all investors fully trust the staggering AI-fuelled rally, fears about missing out have led to a market gripped by hesitant conviction.
The Hong Kong-based firm structures its impact portfolio with two-thirds in traditional private equity-style investments and the remainder in subsidised, high-risk assets designed to build out strategic ecosystems.
The ReOcean Fund by the Foundation Prince Albert II de Monaco is capitalising on Asia's growing 15% portfolio share by targeting growth-stage ocean companies.
Institutional investors are now deploying a full spectrum of impact strategies, from catalytic capital to measurable "happiness return" frameworks.
As institutional investors across Asia Pacific scour the globe for yield and diversification, insurance-linked securities are moving into the mainstream, offering returns that are uncorrelated with the whims of the stock market.
The firms in the region are building resilient structural foundations while maintaining the agility to navigate a volatile geopolitical landscape.
As the country sees a record equity rally and sharply weaker yen, experts weigh on whether the market surge is sustainable and what the new administration means for monetary policy, currency stability and long-term investment strategy.
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The Indonesian sovereign wealth fund's rescue package includes a $1.44bn cash injection with a $405m debt-to-equity swap to stabilise the national airline.
Amid macroeconomic volatility and tariff fears, the asset class' insulation from inflation and political risk is proving a compelling draw for yield-hungry yet cautious pension funds and insurers.
More deals are likely in 2025-2026 as Korean carriers seek global expansion amid favourable market conditions.
As volatility reshapes the 40-year bull market, investors in Hong Kong and Singapore are pivoting to ILS, private credit and mid-market strategies, with allocations expected to rise.
