Alternatives

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.

Asian governments want pension and sovereign funds to help close a vast infrastructure gap. Global asset owners say the issue isn't appetite, but structuring projects to meet fiduciary standards and reduce capital costs.

Hong Kong surpassing Switzerland as the world’s largest offshore wealth booking centre signals more than a shift in capital flows.

Geopolitical shifts and a strict demand for operational value creation are reshaping sector and geographic preferences across APAC and beyond.

With Asia Pacific investors stepping up participation, the asset class is moving from family office origins toward broader institutional adoption.

As private markets mature and rate volatility increases, the insurer's investment chief Carol Mo is reassessing whether life insurers are being adequately compensated for illiquidity.

As surging AI workloads collide with grid constraints, forward-thinking Asian allocators are shifting capital toward integrated energy ecosystems.

Geopolitical fragmentation and tighter spreads may define the macro backdrop, but how capital responds depends largely on who controls it.

AsianInvestor's flagship Hong Kong event featured commentary from leaders in institutional and asset management.