Alternatives

Singapore’s sovereign wealth fund, together with JP Morgan Asset Management, argues that the rampant unsystematic approaches to alternatives investing must end, and unveils a new framework for resilient multi‑alternatives portfolios.

Asia faces mixed fortunes as oil enters a downward-trending cycle—lower prices offer relief to importers but threaten energy producers and investment flows across the region.

Singapore's family offices surged 43% to over 2,000 in 2024, but this rapid growth is exposing critical talent shortages and risk management gaps that threaten their sustainability.

Japan's defined benefit pensions are reluctant to fully return to domestic bonds despite higher rates, instead shifting toward general accounts and alternatives in pursuit of better yields, according to JP Morgan Asset Management's latest pension survey.

With capital market rotations accelerating and old models breaking down, the Hong Kong-based life insurer sees building in-house agility as key to generating alpha and managing risk.

President Donald Trump’s proposed 300% tariffs on imported semiconductors have rattled global markets and heightened concerns across Asia’s chip-reliant economies.

Infrastructure, mid-market corporate lending and emerging areas such as fund financing continue to attract capital, supported by structural financing gaps and resilient cashflows.

From London offices to build-to-rent platforms, Australia's third-largest pension fund has transformed its global property portfolio through thematic investing focused on demographic shifts and technological disruption.

Crashing panel prices and oversupply have hit manufacturers hard, driving investors toward renewables with storage.

As Asian governments take vastly different regulatory approaches to artificial intelligence, investors are navigating a fragmented landscape where data centre booms and policy uncertainty create both massive opportunities and significant risks.

Private credit assets are expanding quickly in Asia, but the region is still far from the saturation and loose structures seen in the US and Europe.

The Singapore family office hasn't abandoned the booming asset class but slipping covenant standards are a growing concern.