Even as Joe Biden's exit injects new uncertainty into the US presidential race, investors are reassessing strategies as they contemplate the possible return of Donald Trump to the White House.
Sovereign wealth funds are recalibrating their Asia strategies amid geopolitical shifts, reassessing China-India dynamics and exploring new opportunities in emerging markets, private credit, and the energy transition, an Invesco study finds.
The challenging fundraising backdrop is seen as an opportunity to reset amid plans to lift exposure to areas like growth equity and venture capital, a Cambridge Associates survey finds.
With increasing exposure to opaque private markets, large asset owners in the region grapple with valuation and data consolidation across their investments.
Life insurer Prudential sees private debt managers doing more ESG-related engagement with companies, as firms like Ares and Tikehau Capital discuss their approach.
Family offices in Hong Kong and Singapore invest for positive impact not only on the environment and society but also to future-proof family businesses.
As the AI landscape evolves, investment opportunities are expanding beyond major tech players to encompass a wider range of companies across the value chain.