Asia faces mixed fortunes as oil enters a downward-trending cycle—lower prices offer relief to importers but threaten energy producers and investment flows across the region.
Risk-based capital frameworks across Asia are fundamentally changing how insurance investment teams approach asset allocation, with interest rate challenges and capital efficiency becoming central to investment strategy development.
The challenges of modern liquidity management can mean investors are long cash one day and short the next. In response, BNY’s integrated platform gives the buyside a multi-dimensional way to optimise non-cash collateral, helping to save costs and increase operational efficiency.
President Donald Trump’s proposed 300% tariffs on imported semiconductors have rattled global markets and heightened concerns across Asia’s chip-reliant economies.
Specialist climate investor Clean Energy Finance Cooperation and Canadian pension fund La Caisse launch agricultural platform Meldora to generate carbon credit units; Australian Retirement Trust backs 5-year ESG strategy with $666m Macquarie climate fund investment; and more.
Policy credibility and deepening capital markets are transforming Asian fixed income from a tactical play into a strategic allocation, even as managers debate whether the region can compete on yield with other emerging markets.
Infrastructure, mid-market corporate lending and emerging areas such as fund financing continue to attract capital, supported by structural financing gaps and resilient cashflows.
From London offices to build-to-rent platforms, Australia's third-largest pension fund has transformed its global property portfolio through thematic investing focused on demographic shifts and technological disruption.
The 2025 SCO meeting highlighted further moves toward a new global order, as the Eurasian group's members back regional security, tech innovation and new investment pathways across Asia.
As Asian governments take vastly different regulatory approaches to artificial intelligence, investors are navigating a fragmented landscape where data centre booms and policy uncertainty create both massive opportunities and significant risks.