Tag : ai

AsianInvestor explores how investors in the region can navigate the turbulence while maintaining long-term exposure to this structural theme.

Frontier innovations like blockchain and quantum computing remain sidelined in Asia's institutional portfolios due to unpredictable returns, conservative risk mandates and operational execution gaps.

Founder and CIO Aradhna Dayal is pivoting her family's traditional real estate portfolio toward data centres, smart logistics hubs and AI-driven healthcare funds.

Institutional investors are narrowing their China focus on domestic semiconductors and industrial policy plays, while rising geopolitical and currency risks fuel a broader "home-shoring" trend across Asia.

Bracing for a "polycrisis" world, the Singaporean investor is targeting 5% allocations to private credit and infrastructure alongside portfolio-wide AI adoption.

APAC allocators are recalibrating their portfolios to focus on compelling valuations, the infrastructure boom and a rising regional appetite for private credit, according to a report by Preqin.

Seeking to avoid the concentration risks of mature markets, institutions are building globally diversified portfolios to capitalise on the infrastructure required to support cloud migration and AI expansion across growth economies.

ASEAN’s rising role in AI infrastructure prompts debate over whether the momentum signals a true regional shift.

Korean pensions must endure volatility and embrace a total portfolio approach (TPA) after painful lessons from 2008 exposed the cost of abandoning long-term conviction.

Sovereign wealth funds (SWFs) are refocusing their portfolio structures to mitigate AI concentration risks and secure stable returns, according to Invesco's latest study.

Canada’s second-largest pension investor sees the country as an active opportunity market across public equities and digital infrastructure, with corporate reforms potentially opening future private equity deals.

LGT Capital Partners is reinforcing its presence in Asia Pacific markets while embedding AI to sharpen investment decisions.