Asset themes

From London offices to build-to-rent platforms, Australia's third-largest pension fund has transformed its global property portfolio through thematic investing focused on demographic shifts and technological disruption.

As Asian governments take vastly different regulatory approaches to artificial intelligence, investors are navigating a fragmented landscape where data centre booms and policy uncertainty create both massive opportunities and significant risks.

The region has emerged as a powerhouse in global green finance, capturing half of the world's energy transition investments over the past year.

With the long-standing dominance of US funds questioned due to outflows, Asian markets including South Korea, China, and Taiwan narrowed the performance gap and attracted new interest on the back of strong rebounds.

Benjamin Deng talks about plans to drive growth, his views on the private credit market and how energy innovation could reshape the global economy.

In this inaugural edition of our insider op-ed series, an industry expert shares firsthand insights into Asia's staggering climate protection gap, and reveals how catastrophe bonds and strategic corporate action are reshaping regional risk management.

Tokenisation of real assets is gaining traction in Asia as institutional investors, family offices and digital finance players look to new structures, stablecoin-linked strategies and blockchain-enabled governance.

The Citizens of Israel Fund is developing active strategies to capitalise on the technological revolution, demographic shifts and geopolitical realignment across Asia's diverse markets.

With nearly nine out of every 10 dollars managed in Singapore deployed abroad, the city has entrenched its role as a global fund hub.

A new report recommends greater focus on CSR and formalised standards that would improve corporate impact and create greater transparency and opportunity for investors.

China leads the pack among APAC markets with some forecasts calling for 20% plus annual growth in its data-centre market over the next few years. But limited land availability, emissions regulations and new technologies could hamper the pace of expansion.

As artificial intelligence reshapes industries and markets, we asked investment professionals which sectors they believe face the greatest disruption risk and how investors should position their portfolios accordingly.