Asset Owners

Canada Pension Plan Investment Board has joined a consortium set to invest as much as 112.7 billion yen ($719 million) in hospitality-related assets across Japan.

Thailand’s Government Pension Fund is pivoting away from some government bonds, including JGBs, and embracing emerging market equities in the pursuit of a more tactical, globally diversified strategy.

The region's property market is set to post a modest recovery in 2026 but possible inflation shocks and the impact of AI on office space demand hang over the sector.

The life insurer prioritises balance-sheet stability and market liquidity over yield-chasing, favouring larger bond issues and benchmark tracking through deteriorating return prospects and elevated hedging costs.

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.

Buoyed by resilient balance sheets, easing global rates, and rising domestic demand, Asian emerging markets are positioned for stronger earnings growth than developed peers.

With GDP growth forecast at 6.5-7%, India is emerging as a durable growth story for 2026—though trade tensions and valuations remain key risks to watch.

Capital is ready to flood into the region's climate transition, but too few projects are able to cross the line into bankable reality. British International Investment shares where it is stepping in to make a difference.

Once a niche play eclipsed by green finance, transition investment is gaining traction, with new standards and rising investor demand pointing to 2026 as a breakout year.

Tangency Capital secures a $100 million–$300 million insurance-linked securities (ILS) mandate from Funds SA; Indonesian sovereign wealth fund Danantara announces plans to launch five downstream projects worth $6 billion; and more.

With regulators across Asia-Pacific phasing in sustainability standards, the region's institutional investors are treating ESG as the cost of good business -- and avoiding stranded assets.

With total assets of over $60 trillion, state-owned investors are expanding their partnerships while some are expected to become sovereign asset managers in coming years.