Asset themes

As people across developed Asia Pacific live longer, healthier and more independent lives, senior living is beginning to look less like a niche care category and more like a serious real estate opportunity, says M&G's Regina Lim.

Japan Investment Corporation (JIC) aims to transfer company-building expertise to local investors while raising governance standards across the domestic venture capital (VC) industry.

The Hong Kong single family office is selectively underwriting niche tech and capital market allocations while maintaining a highly focused real-asset strategy.

While sovereign programmes and private constellations drive scale, geopolitical and regulatory risks, and heavy upfront capex, shape investor appetite.

Institutions are thinking past immediate manufacturing shifts to target durable demand and strong market fundamentals.

Despite regulatory advancements aimed at strengthening ESG frameworks, sustainable investment across Asia Pacific (Apac) endured heavy outflows in the second quarter (Q2) of 2026, according to a report by Morningstar.

Expectations around member outcomes, performance, governance and competition from ETFs place a heavy burden on smaller funds in Australia.

Deciding where active management genuinely adds value now depends on stock correlation, fundamental persistence, and choosing between specialist or generalist managers.

While Korea and Taiwan lead growth in the sector, risks remain, underscoring the need for diversification across asset classes, according to a report by UBS.

Regulator ASIC is stepping up scrutiny of private credit following rising defaults, valuation uncertainty and redemption pressures in markets like the US and Europe.

Insurance allocators share how they balance return targets with geopolitical risk, rate volatility and capital preservation.

European equities offer Asia-based allocators a compelling mix of policy-driven growth, improving earnings momentum and attractive valuations, says Hilde Jenssen.