The investment story is pivoting from troubled property to green tech, advanced manufacturing, and AI—where global capital sees structural growth despite macro risks.
Asset themes
Offshore wind is seen as a first-class investment opportunity that should provide over 10% New Zealand's future electricity needs.
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Singapore-based Vedas Group, a single family office, views JPY carry-trade unwinds as short-term market dislocations rather than systemic economic risks — and is positioning its portfolio accordingly.
The Dutch pension giant views New Zealand as a core market where it sees long‑term conviction and measurable environmental outcomes.
The government-backed investor is addressing forced early IPOs through its latest commitment, as Japan seeks to build a more sustainable risk capital cycle and nurture future unicorns.
AI investment themes for 2026 may centre on infrastructure enablers, upstream semiconductors, and strong Asian players, with regulatory and capital expenditure concentration as key risks.
The country's first sovereign wealth fund is positioning to capture opportunities from tariff wars and geopolitical tensions while acknowledging it cannot execute alone in a fragmented global economy.
As the year winds down, investors must balance optimism with caution, positioning portfolios for both festive cheer and potential lumps of coal.
The superannuation fund is joining forces with Macquarie Asset Management on a private equity strategy focused on businesses servicing infrastructure.
Despite securing formal trade agreements with the US, Malaysia and other ASEAN nations still face significant policy uncertainties, forcing investors to treat geopolitical risk as a core portfolio input rather than background noise.
Global asset managers say distribution, once a supporting function, is now the industry’s core strategic battleground.
Singapore-based Two Trees Capital sees renewed IPO momentum and growing institutional interest reshaping late-stage tech valuations.
