NZ Super and infrastructure investment company Infratil are selling retirement village operator RetireAustralia to Invesco Real Estate; Brunei's sovereign wealth fund is reportedly buy a 20% stake in Bridgewater Associates' parent.
Asset allocators are finding ways to sustain deployment pace amid strong pockets of activity in Asia, rising selectivity and an intensified focus on liquidity, exits and operational resilience.
Its strategic location and policy support position southern Kaohsiung as a new base for offshore funds, despite regulatory and geopolitical challenges.
Private credit investors are carefully weighing trade-offs between yield, risk and collateral in Asia. The hunt for risk-adjusted returns is driving renewed interest in both sponsor-backed and real estate-backed lending.
The Federal Reserve's split decision to maintain rates, with two members voting for cuts, suggests policy easing may come in September. Meanwhile, experts believe Asian central banks will likely preserve their rate differentials despite low regional inflation.
As concerns mount over the possibility of a US recession, Asian investors are adjusting their portfolios, pivoting towards defensive sectors and boosting their hedging strategies.
China's policy tailwinds and favourable valuations are driving fresh institutional flows, while contrasting trends in India sees some US investors reducing their stakes.
Asia's sustainable fund markets saw 41 new products launched in the second quarter with Thailand's incentive scheme driving the surge, and Japan reversing its 11-quarter outflow streak.