With US monetary policy entering a new phase, Asian credit markets are attracting attention thanks to cleaner corporate balance sheets and an attractive yield profile.
Kristina Shperlik
With the long-standing dominance of US funds questioned due to outflows, Asian markets including South Korea, China, and Taiwan narrowed the performance gap and attracted new interest on the back of strong rebounds.
Despite rapid growth and rising institutional interest, Asia’s ETF industry remains fragmented and constrained by regulatory and retail barriers — leaving it far behind the US in scale and accessibility.
With renewables now cost-competitive, investors are pivoting to grid modernisation and storage solutions where ageing infrastructure, AI-driven power demand and geopolitical complexities collide, industry experts say.
CIO Richard Chan outlines the insurer's multifaceted strategy for selecting third-party managers, highlighting a robust blend of factors.
The Hong Kong insurer is navigating geopolitical uncertainties by focusing on alpha generation through fundamental research and dynamic asset allocation, according to CIO Richard Chan.
As concerns mount over the possibility of a US recession, Asian investors are adjusting their portfolios, pivoting towards defensive sectors and boosting their hedging strategies.
Some 40% of the region's asset owners plan to increase their allocations to private assets over the next year, with private credit and growth equity emerging as preferred strategies.
Singapore's GIC partners with large institutional investors to acquire German property tech firm Techem for $7.8 billion; Malaysia’s sovereign wealth fund Khazanah Nasional eyes $500 million bond sale.
Sun Life led the latest $70 million series C funding round, strengthening its position in digital insurance and supporting growth in medical coverage and preventive healthcare initiatives.
The alternative asset manager has partnered with Japanese multinational Hitachi and global commodities trader Hartree Partners to fund battery energy storage systems and promote sustainable digital technologies in the country.
As the US dollar loses strength and tariffs become a relevant factor, Sam Yu, chair of the Hong Kong Investment Funds Association, highlights a growing trend among investors exploring private credit in new geographies for diversification.
