Pension assets worldwide surged 9.6% to $68.3 trillion in 2025, with Japan and Australia ranking among the world’s largest markets, a new report says.
Korea
APAC institutional investors are moving up the risk spectrum, targeting 8–12% net IRRs in European infrastructure.
Canadian pension La Caisse reportedly selling $1.5 billion in Chinese PE assets; Indonesian SWF Danantara eyes investment in national stock exchange; and more.
Debate about the future of South Korean shares now centres on whether the country's Value‑Up reform drive can permanently close a longstanding valuation gap.
From Tokyo apartment buildings to student housing in Sydney, real estate watchers are upbeat on the APAC real estate sector this year, although office space remains lacklustre.
Indonesia's new sovereign wealth fund plans $1.2 bn fund raising to expand investment; South Korean teachers' pension fund appoints two new advisory firms; and more.
US-China controls and currency volatility are not pulling capital out of Asia but they're forcing investors to become more precise, splitting tech exposure by policy alignment and treating FX as a core component of return.
Japanese lawmakers push for a $3.2trn sovereign wealth fund; South Korea to launch $14bn SWF; Taiwan's Bureau of Labour Funds awards $1.6 billion equity mandate; and more.
Political turmoil in late 2024 created a valuation floor. A year later, Korea became one of the world's best-performing markets as investors began believing corporate reforms might actually work.
Temasek joins $8.4bn Clearwater Analytics takeover; Trian Fund Management and other global investors to drive $7.4bn Janus Henderson buyout; Japan's Amova to take full control of AHAM in $575m deal.
GIC and Brookfield Asset Management struck a binding agreement to acquire National Storage Reit (NSR) for about $2.65 billion; Singapore's bourse has denied reports it may buy Cboe Australia.
Indonesian sovereign wealth fund Danantara plans to cut the number of state-owned enterprises (SOEs) from 1,000 to 200; Indonesian BPJS Ketenagakerjaan (BPJS TK) plans to invest up to 5% of its portfolio overseas.
