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.
Asia
In this new edition of our quick-fire Q&A, AsianInvestor catches up with Brock Silvers, CIO of Kaiyuan Capital.
.png&c=1&h=194&q=100&v=20264219&w=344)
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.
As bonds risk losing their status as the portfolio’s primary shock absorber, Australia’s second-largest pension fund is repositioning currency at the core of its diversification strategy.
.jpg&c=1&h=194&q=100&v=20264219&w=344)
AustralianSuper's head of Australian real assets joins Lendlease as CEO; Hong Kong Retirement Schemes Association hires CEO; Everest names Australia country head; and more.
.png&c=1&h=194&q=100&v=20264219&w=344)
Asian equities slide as surging US yields and geopolitical tensions hit North Asia’s growth sectors, sparking debate over a brief reset versus deeper repricing.
