Alternatives

Oil has drifted lower since the Iran war spike in March. Defence budgets and central bank gold purchases have not. The divergence is reshaping the emerging market investment case.

Investors are turning to AI and a booming secondary market to navigate a prolonged liquidity crunch, according to State Street’s 5th annual global private markets study.

Artificial intelligence is collapsing the cost of execution. That makes origination the rarest asset of all.

Allocators are sharpening due diligence and tightening manager selection to better insulate portfolios.

The Canadian pension giant’s dual-track investment into CtrlS combines a minority stake with a hyperscale development JV, deepening its India exposure as AI and cloud demand accelerates.

The Dutch pension investor’s $300 million cornerstone commitment to a Seoul-focused rental housing fund extends a regional push into living assets, reinforcing its megatrend conviction.

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.

Concerns around energy access, execution certainty and asset scarcity are outweighing traditional fears of technology obsolescence.

Asset owners are restructuring their portfolios to favour asset-intensive sectors in response to structural economic shocks and extreme equity market concentration.

From healthcare and entertainment to mining and brands, royalties are emerging as a distinctive asset class across Asia Pacific.

As continuation vehicles become more common across Asia, LPs are becoming more selective about when to stay invested and when to cash out.

As algorithmic disruption and shifting market structures end the era of easy beta, institutional investors are diversifying beyond US corporate lending towards asset-based finance and markets in Europe and APAC.