Sovereign wealth funds are recalibrating their Asia strategies amid geopolitical shifts, reassessing China-India dynamics and exploring new opportunities in emerging markets, private credit, and the energy transition, an Invesco study finds.
Experts highlight the growing divergence between Asian and Western real estate markets, driven by distinct economic cycles, demographic trends, and sector-specific opportunities.
While Asian markets are influenced by the prolonged wait for interest rate cuts in the US, the central banks in the region are seen to have very different objectives in the coming six months.
Eric Van der Maarel, CEO of APG Asset Management in Singapore, emphasised sustainability, strategic partnerships, and a greater allocation to Asia as being central to future-proofing the pension investor’s portfolio.
State-owned investors from the UAE and Saudi Arabia are leading the investment charge and their influence on the Asian economic landscape is set to increase in coming years.
The growth of pension assets in some key Asian markets is surpassing that of global peers, accelerated by a pivot towards alternative investments and bolstered by reforms, a study showed.
Investment flows into sustainable funds and actively managed funds in Asia reveal a region at a crossroads of growth and adaptation, according to research from Morningstar.
Global politics will influence investor behaviour to a greater extent this year, for various reasons — not least of which being the sheer number of countries going to the polls.
As the investment landscape continues to shift, infrastructure investments in the region appear set to continue presenting opportunities for resilience and long-term success, driven by the growth of technology and the demand for renewable energy.