Alternatives

Malaysian pension fund is overhauling its private markets playbook to mobilise local capital while targeting mid-market managers to accelerate returns.

Apac institutional investors are deploying private capital to bridge bank financing gaps, while global tech giants pour billions into digital infrastructure amid rising middle-market debt pressures, Moody's report found.

As soaring demand for AI and government policy propel South Korea towards major data centre hub status, international investors must look beyond Seoul and leverage strong local partnerships to address key constraints.

China's insurance giant is increasing technology investments with a view that AI's long-term potential remains intact as markets shift their focus from hype to fundamentals.

Institutional investors are moving away from benchmark-led investing as market concentration, geopolitical uncertainty and volatility push allocators towards active management, alternatives and integrated public-private market strategies, according to a survey by Schroders.

Apac insurers, less optimistic about the global economic environment compared to their global peers, are turning to private debt, external partnerships and AI to handle complex liabilities, a new BlackRock survey finds.

Institutional capital is pivoting towards purpose-built rental, student and senior housing to capture inflation-linked returns.

Queensland’s state investment manager has a distribution team in Singapore for its Australian private debt fund, which it says is increasingly attractive for Asian investors.

Lenders say success will depend on identifying where risks are concentrated, from power shortages and permitting challenges to capital-structure positioning and technology exposure.

Allocators are now scrambling to cover their exposures, with a surge in credit default swap buying the clearest indication of investor concerns.

The Indonesian sovereign investor sees attractive equity valuations and double-digit dollar returns in digital infrastructure, while weighing the cost of AI adoption.

Allocators are expanding their commitment to the sector, deploying flexible capital from early-stage venture to growth equity and real assets.