Tag : alternatives

Abu Dhabi Investment Authority and SC Capital's investment plan for data centres adds to the trend of capital chasing opportunities in the sector. Expect more action in this space in 2023.

With unstable markets and a relatively low yen, the Japanese corporate pension fund faces plenty of challenges — but a multi-pronged investment strategy for next year is taking form.

Investment management firms are drawn by the Cayman-like structure with the added benefit of Singapore's governance and reputation.

Global assets under management in 2021 only grew 12% year-on-year in comparison. Alternative assets were a key driver of growth with a 30% increase, while ESG-overlaid assets grew 77%.

While structured products and equity funds used to be the asset classes of choice for high-net-worth individuals in Asia, the winds have changed as they now look towards alternatives.

PE activity in India this year won’t match the blistering pace set in 2021, but the sector remains healthy. AsianInvestor looks at how challenges and opportunities in the current global environment are affecting the outlook for the industry.

Assets providing a steady stream of income is gaining attraction both in public and private markets, as the current market turmoil nudges insurers to reassess their allocation strategy, insurance executives discussed at AsianInvestor’s Insurance Investment Briefing in Hong Kong.

Following a surge in activity last year, India’s PE industry has had a less frenetic 2022, but the pace of dealmaking is expected to stay brisk, drawing the likes of Ontario Teachers’ and CPP Investments.

Japan’s depreciating yen made the reopening of the country’s borders inevitable. While the move will allow dealmaking to be smoother, new overseas investments will be a costly affair for Japanese asset owners.

In 2018, Japan’s GPIF sought exposure to global real estate as part of a strategy to increase its alternatives portfolio - four years on, its allocation has grown nearly 500%.

The state pension fund joins ESG benchmark as the first Japanese infrastructure investor member, supplementing its existing efforts within real estate investments.

Although private market assets have proven themselves relevant for pension funds, the Korean appetite might be curbed for various reasons.