Asset themes

Stablecoins are moving from crypto exchanges into Asia’s trade networks — reshaping payments, regulation, and the region’s financial infrastructure.

As institutional investors across Asia Pacific scour the globe for yield and diversification, insurance-linked securities are moving into the mainstream, offering returns that are uncorrelated with the whims of the stock market.

Southeast Asia’s new sovereign investor is rapidly investing in the region’s growth and green transition, while Singapore’s GIC notes that easing rates, a weaker US dollar, and reforms are drawing global investors back to Asia.

Singapore-based Racson Capital is building disciplined, conviction-driven investing in private credit and real estate, with a special focus on Australia.

As India faces headwinds from US tariffs and market volatility, investors see reforms becoming institutionalised while external challenges remain manageable due to the country's domestic orientation.

A move away from US assets is accelerating as investors seek refuge in European bank debt, a market offering stability from ECB policy and insulation from tariffs and geopolitical ructions.

Risk-based capital frameworks across Asia are fundamentally changing how insurance investment teams approach asset allocation, with interest rate challenges and capital efficiency becoming central to investment strategy development.

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.