While impact investing gains traction among Asia's wealthy families, the Lo Kwee Seong Foundation is charting a different course, placing a clear distinction between business returns and charitable giving at the core of its philosophy.
Danantara plans 3% "Merah Putih" bond; APG, Bouwinvest commit $300m to Tishman Speyer’s Korea Living Venture; ART invests $2.1bn in property funds; and more.
A combination of government support, hyperscaler demand and a growing willingness among investors to share risk is transforming nuclear into an investable infra opportunity.
As climate investing shifts into a more fragmented global landscape, resilience, energy security, and structural transition risks are redefining how long-term capital is deployed.
Geopolitics and energy security now replace climate targets as primary drivers of global decarbonisation investments, say Temasek and asset manager Amundi.
Despite abundant capital, Asia’s energy transition is facing an execution crunch driven by a severe lack of bankable projects and modern grid infrastructure.
As public markets and large-cap private equity present valuation challenges, allocators are increasingly targeting the lower 'bottom half' of the market, inspired by operational upside and pricing inefficiencies.