Asset themes

The Indian insurer leans on its partnership with Sanlam Group to navigate an evolving regulatory landscape whilst capitalising on the country's infrastructure boom.

While index funds offer cheap exposure, they carry hidden structural risks. Scott Conlon explores how a data-driven "glass box" approach can give investors the repeatable returns they actually need.

Driven by investors seeking stronger governance, transparent pricing and tighter economic alignment, the region's increasingly sophisticated market is offering limited partners (LPs) greater flexibility to either sell or roll over their interests.

Shariah-compliant debt is evolving into a truly global asset class, supported by sustained dominance in the Gulf and Malaysian strongholds, and a push into new regional frontiers like the Philippines and Sri Lanka.

As institutions increasingly adopt a total portfolio approach (TPA), execution may need a radical shift in accountability, liquidity management and risk culture to avoid recreating 'shadow silos'.

AsianInvestor Insights from asset owners in Hong Kong show that as macro shifts and US concentration challenge traditional assets, institutions are diversifying to build long-term resilience.

With asset owners moving towards a total portfolio approach (TPA), some rigid committee structures are driving a sharp rise in hybrid models across global markets.

Limited partners (LPs) place greater emphasis on independent valuation analysis, governance oversight and investment discipline as APAC's secondary market gradually evolves.

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

The gap between capability and adoption is widening, and that gap is where near-term risk and opportunity live.

Panellists at the 21st Asian Investment Summit told investors to keep steady, avoid overreacting and build resilient portfolios.

Investors are turning to the continent's essential assets as a defensive shield against global instability and energy price volatility.