Regional funds are maintaining exposure to gold, silver and platinum while pivoting toward copper, lithium and rare earths as strategic bets.
Alternatives
Structural reforms in Japan, rapid economic expansion in India, and China’s resilience as an AI leader are reshaping deal flows.
Australia's third-largest pension fund has built one of the sector's most concentrated digital infrastructure allocations through early conviction formed before the GenAI boom.
AI-driven workloads and accelerating digitalisation are pushing regional data centres to the core of institutional strategies, as investors recalibrate capital structures and expand beyond established Tier 1 markets.
Sovereign wealth funds and insurers are embedding the region into long-term strategies as they seek alternatives to stretched US markets, but experts warn success depends on local presence and pricing discipline.
The sovereign wealth fund is betting on data centre infrastructure as the foundation of the AI revolution, positioning the nation to capture value beyond being just an end-user market.
The Singapore- and Hong Kong-based firm is approaching the new year with a sharpened focus on extracting value from existing investments, using artificial intelligence to accelerate scale.
Whether the year brings soft‑landing reflation or late‑cycle slowdown, gold remains one of the few assets well‑positioned to benefit under both outcomes.
Gold allocations across Asia are on the rise as investors rethink portfolio construction, the role of US Treasuries and the balance between strategic hedging and tactical opportunity.
China-US tensions continue to shape global market narratives, yet allocator behaviour shows geopolitics remains secondary in capital decisions.
The Dutch pension giant views New Zealand as a core market where it sees long‑term conviction and measurable environmental outcomes.
Investors are raising demands for independently verified data, defensive cash flows and clearer market visibility as clean-energy allocations mature.
