Private credit investors are carefully weighing trade-offs between yield, risk and collateral in Asia. The hunt for risk-adjusted returns is driving renewed interest in both sponsor-backed and real estate-backed lending.
The Federal Reserve's split decision to maintain rates, with two members voting for cuts, suggests policy easing may come in September. Meanwhile, experts believe Asian central banks will likely preserve their rate differentials despite low regional inflation.
Some 40% of the region's asset owners plan to increase their allocations to private assets over the next year, with private credit and growth equity emerging as preferred strategies.
While Nvidia's AI-driven growth may stoke investor appetite for US tech giants' shares, it also amplifies concerns around elevated valuations and portfolio concentration risk.
With a massive wealth transfer to the next generation looming, Asian family offices are grappling not only with how to invest but also maintaining harmony as investment goals and personal aspirations evolve.
The Fed’s hold on rate cuts signals caution on inflation, but its impact on Asia remains layered—shaping currency movements, policy decisions and investor sentiment throughout the region.
A growing wave of institutional capital across Asia—spanning family offices, hedge funds and sovereign wealth funds—is reshaping digital asset markets.
After several postponed attempts, FWD Group is set to go public on the Hong Kong Stock Exchange, aiming to raise up to $512 million to fuel its growth across Asia.
CPP Investments backs Ares-managed data centre fund; Australian super fund increases allocation to alternative property sectors; Hong Kong industry groups propose MPF default fund consolidation; Oman's sovereign wealth fund launches $200m Vietnam growth fund.