The People's Bank of China continues its bullion buying spree despite record-high gold prices, while new regulations open the door for insurers to enter the market. Asset managers weigh in on the strategic implications.
Alternatives
While asset owners have turned to illiquid assets like private credit in pursuit of higher yields, uncertainties around US interest rate trajectory raise questions about expected returns.
Institutional investment appetite remains for quality deals but deployment is becoming more circumspect as refinancing challenges and market uncertainty take hold.
Indonesia approves second sovereign investment fund; South Korea's National Pension Service (NPS) closes $1.6 billion Seoul office deal; Singapore’s Temasek and US investment firm CenterSquare form $200 million debt fund; and more.
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Regional investors maintain confidence in renewable energy projects despite a US policy shift, citing strong domestic drivers and commercial viability.
The Japanese government-backed fund is focusing on clean tech and inbound business opportunities while building a global-quality venture ecosystem.
The World Bank's development arm guides Indonesia, India and Sri Lanka on power purchase agreements while expanding grid investment opportunities.
Amid global economic realignments, mid-market investments are emerging as a core focus for institutional players, particularly in Asia. With $55 billion in assets under management, Seviora Group leverages its expertise and network to unlock the potential of this dynamic segment.
Australia's sovereign wealth fund delivered strong double digit returns in 2024, as its CIO Ben Samild cautioned investors about mounting geopolitical challenges and the need to move beyond traditional portfolio structures
The Japanese government-backed fund is prioritising investments in AI, robotics, and semiconductors in pursuit of the government’s national smart society vision, with a long investment horizon set to 2050.
Maharlika Investment Corporation to acquire 20% of National Grid amid China tensions; Swedfund commits €40m to emerging markets infrastructure; ADQ launches $1.2bn mining venture; and more.
The Canadian pension giant's first direct Korean residential investment targets strategic Seoul locations amid evolving rental market dynamics.
