Artificial intelligence is collapsing the cost of execution. That makes origination the rarest asset of all.
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Asia
Allocators are sharpening due diligence and tightening manager selection to better insulate portfolios.
In partnership with J.P. Morgan Asset Management
Investor preferences are shifting quickly, but not always in the same direction. Asia Pacific (APAC) remains a region of sharply different market structures, distribution models and regulatory regimes, which means what works in one market may not translate cleanly to the next. Dan Watkins, CEO for Asia Pacific at J.P. Morgan Asset Management, says the job for asset managers is to stay close to how decisions are being made amid the increasing role of AI, active ETFs and private markets…
The Dutch pension investor’s $300 million cornerstone commitment to a Seoul-focused rental housing fund extends a regional push into living assets, reinforcing its megatrend conviction.
In this new edition of our quick-fire Q&A, AsianInvestor catches up with Brock Silvers, CIO of Kaiyuan Capital.
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In partnership with L&G Asset Management
Global credit has reset – but the playbook has changed. Alpha will no longer come from simply accessing spread, but from integrating credit, rates and regional insights to navigate a more fragmented market, says Ian Hutchinson, Head of Global Bond Strategies – Benchmark, L&G.
As mature tech hubs face severe land and power bottlenecks, a shifting regulatory landscape and institutional private credit are driving a massive 24% CAGR across emerging regional corridors.
Concerns around energy access, execution certainty and asset scarcity are outweighing traditional fears of technology obsolescence.
With Project Odin complete, Aware Super says liquidity is evolving from a defensive safeguard into a driver of long‑term capital deployment.
Asset owners are restructuring their portfolios to favour asset-intensive sectors in response to structural economic shocks and extreme equity market concentration.
As artificial intelligence accelerates demand for energy, infrastructure and digital capacity, investors are increasingly viewing climate resilience and energy security as integral to capturing the next generation of sustainable growth opportunities.
From healthcare and entertainment to mining and brands, royalties are emerging as a distinctive asset class across Asia Pacific.
