With 2024 having been dominated by geopolitical tensions and global unrest, AsianInvestor reflects on the asset classes that investment managers turned to in the hope of short-term stability and longer-term gains.
Japan
Geopolitical risks in the lithium-ion battery sector are rising alongside surging EV demand, warns insurer QBE in a new report. China's dominance in the market has prompted the US and EU to impose steep tariffs on Chinese EVs.
New research points to growing allocations in 2025 as consultants highlight regional advantages over the US and Europe.
In its second major acquisition announcement this month, Japan's Nippon Life unveiled plans Wednesday to purchase global insurer Resolution Life, following its completed Corebridge deal.
Singapore's Temasek launches wholly-owned private credit platform; Japan's GPIF considers raising investment return target; BlackRock acquires HPS Investment Partners in $12 billion deal; and more.
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Equip Super unveils post-merger team; ADB names new president; TCorp adds investment head; Raffles taps UAE advisor; ART appoints risk chief; and more.
A single family office's analysis highlights Japan's real estate market as an increasingly attractive global investment destination, offering both stability and growth potential. Success in this market favors investors who take a patient, flexible approach.
Abu Dhabi and Singapore funds in $6 billion talks for Pye-Barker stake; Korea pension fund expects $56 billion foreign inflow post-WGBI inclusion; Texas mandates China exit; IMRF commits to EQT Asia fund; and more.
Manulife wealth and asset management names new Asia head; AllianzGI appoints APAC equity CIO; AllianceBernstein appoints head of Asia institutions; Apollo opens Korea office; and more.
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GIC to keep investing in US; Singapore deepens decarbonisation drive; Indonesia delays new wealth fund launch; TCorp invests in Cyan Renewables; Maharlika may consider nuclear investments; and more.
CDPQ, PFJC and other investment industry experts weigh in on how they search for opportunities for diversification and returns even as global attention stays locked on the remarkable US elections outcome.
Property market sentiment globally is starting to pick up, but China and Japan assets may take longer to see inflows recover, says Louise Kavanagh, Nuveen’s Asia-Pacific real estate chief.
