Asian insurers are moving beyond tactical hedging, using derivatives to manage volatility, enhance capital efficiency, and strengthen portfolio construction.
Asia
Klay Group's Arjun Anand shares the experiences, philosophies and career lessons behind his approach to investing in Asia.
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The ongoing debate over the pace of AI development has direct implications for portfolio construction and sector exposure in Asia.
The region's pensions boosted their share of the world’s largest retirement pools to 45.5% in 2025, with assets climbing from 22.5%.
As institutional investors scrutinise costs, regional risks and internal capabilities, hybrid strategies, selective co-investments and collaborative cap tables define private market allocations.
First Super confirms CEO; NZ Super names head of strategic tilting; HKMA appoints general counsel; IFM Investors hires executive director; and more.
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Japan’s breadth and liquidity are drawing strategic capital, while Korea offers a potentially stronger re-rating, and Taiwan remains a core but concentrated technology exposure.
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In partnership with L&G Asset Management
A deeper, more global euro credit market is creating potential opportunities for investors seeking to diversify dollar-heavy portfolios. Capturing them, however, requires looking beyond headline spreads to sector composition, maturity and relative value.
By L&G's Ian Hutchinson, Head of Global Bond Strategies - Benchmark; Marc Rovers, Head of European Credit; and Lan Wu, European Credit Portfolio Manager.
Pension funds, sovereign wealth funds and asset managers are stepping up investments in Apac data centres as AI fuels demand for digital infrastructure.
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Institutional investors and policymakers across Asia deepen partnerships to cement the region’s asset management ambitions.
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North American freight rail offers Asian institutional investors USD-denominated, inflation-linked cash flows backed by critical domestic infrastructure, say Chris Sparrow and Ross Sylvester from Napier Park Global Capital.
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From quality stocks to gold and credit, investors are seeking new sources of resilience as market risks converge.
