Event Highlights

The Dutch pension giant is moving away from public markets priced for perfection while adapting to an era where government bonds no longer adequately hedge equity risk during inflationary periods.

The firm’s hands-on value creation approach extends beyond capital provision to include business development, fundraising assistance, and strategic guidance.

Anchored in IEA transition pathways and focused on infrastructure, renewables, and EVs, KWAP is proving that growth and sustainability can go hand in hand.

The Dinesh Hinduja Family Office is capitalising on India's private credit boom driven by "China Plus One" manufacturing relocations and regulatory changes that have created significant opportunities in the underserved small and medium enterprise market.

Strategic Year Holdings deliberately avoids high-profile deals and managers, preferring to be amongst the first investors in young companies before famous institutions discover them, a strategy built on 26 years of contrarian investing across Asia.

Malaysia's national reinsurer is positioning for reinvestment risk and liquidity challenges while finding opportunities in domestic credit markets, as conservative fiscal policies and stable fundamentals provide a counterweight to global uncertainty.

Growing allocations to private credit are helping Asian insurers sustain product returns, but BOC Life warns that exit risks and the need for diversification remain underappreciated as inflows accelerate.

Operating across multiple regulatory jurisdictions require robust valuation frameworks and stress testing for private credit investments, said the life insurer’s head of investment strategy.

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.

With capital market rotations accelerating and old models breaking down, the Hong Kong-based life insurer sees building in-house agility as key to generating alpha and managing risk.

Life insurers are backing quality over risk as market conditions improve but uncertainty lingers. Our latest survey reveals where they're placing their most calculated bets and why flexible mandates are becoming the new playbook.

Pension funds are exploring semi-liquid products and private credit strategies amid changing market dynamics, with evolving fund structures addressing liquidity challenges in a high-cost capital environment.