Australian superannuation body ASFA signs G7's critical minerals projects agreement; Indonesian SWF Danantara expands mandate; explores sale of 30-year bonds; Philippines' SWF Maharlika's Q1 net income drops 75% YoY; and more.
China Investment Corporation appoints executive vice president; Aware Super announces leadership reshuffle, names group CRO; Capital Group expands Hong Kong office with key appointments; and more.
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.
Danantara plans 3% "Merah Putih" bond; APG, Bouwinvest commit $300m to Tishman Speyer’s Korea Living Venture; ART invests $2.1bn in property funds; and more.
Asian governments want pension and sovereign funds to help close a vast infrastructure gap. Global asset owners say the issue isn't appetite, but structuring projects to meet fiduciary standards and reduce capital costs.
Abu Dhabi SWF Mubadala names exec director of infrastructure; China appoints ex-PICC chair as regulator's committee chief; IFM Investors hires head of real estate; and more.
Superannuation managers are increasing trading frequency, tilting geographically and adding private market exposure as geopolitical shocks, AI disruption and energy politics drive sharper market divergence.
A combination of government support, hyperscaler demand and a growing willingness among investors to share risk is transforming nuclear into an investable infra opportunity.