With defence, tech, infrastructure and energy in focus, investors are rotating into key sectors while watching inflation and forex risks.
Tag : asset allocation
Institutional investors are turning back to Asia, lured by deeply undervalued markets and structural growth opportunities. Khazanah and Income Insurance say Asia’s economic heft and rising private-market participation provide compelling investment opportunities.
Asia‑Pacific private capital investors are scaling back direct China exposure and turning to India and Japan as liquidity pressures drive focus towards managers with dependable, cycle‑resistant returns.
In a world where investors are often chasing the next big thing, the single family office stands out by sticking to fundamentals.
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In partnership with PineBridge Investments
As we hit the mid-point of the year, uncertainty continues to shape sentiment in the current environment. Across asset classes and markets, investment and portfolio specialists from PineBridge Investments identify what to watch and where to allocate for the rest of 2025.
In partnership with ICE
With financial assets at risk from more frequent and intense natural disasters, Christy Chan, head of APAC client development at ICE, explores the need for APAC investors to incorporate physical climate risk data into a portfolio-wide view of risk exposure and allocation opportunities.
Singlife is fine-tuning its sustainability goals across private equity, fixed income and infrastructure investments.
With long-term emissions targets in sight, Singlife is embedding sustainability deeper into its business DNA—balancing regulatory readiness with investment practicality.
As Chinese firms increasingly choose Hong Kong over US listings, asset managers are reassessing their strategies for global asset allocation.
As trade tensions escalate and volatility rises, asset owners are rebalancing portfolios, reducing US equity exposure and rotating to Europe as they eye fixed income and emerging market debt for stability and yield.
In partnership with Aberdeen Investments
A survey in Q1 2025 of more than 70 investors from 50 leading insurers across the region by AsianInvestor, in collaboration with Aberdeen Investments, reveals different routes to tackling new regimes and planning portfolios in a new investment era.
The Singapore-based life insurer's precise approach to private market allocations emphasises manager selection and liability matching over opportunistic returns.
