Asset owners consider ESG a key element when making their investment decisions, but there is growing concern it could negatively impact their performance, Morningstar found in a new survey.
With capital market rotations accelerating and old models breaking down, the Hong Kong-based life insurer sees building in-house agility as key to generating alpha and managing risk.
Anchored by its $5.2bn Future Fund, the Gulf state is financing a domestic energy transition and using Hong Kong as a gateway to access key technology and partnerships.
With renewables now cost-competitive, investors are pivoting to grid modernisation and storage solutions where ageing infrastructure, AI-driven power demand and geopolitical complexities collide, industry experts say.
Record clean energy investment and robust government incentives are positioning Australia to capitalise on shifting global markets, as major asset owners increasingly target the country's renewable sector.
The Hong Kong insurer is navigating geopolitical uncertainties by focusing on alpha generation through fundamental research and dynamic asset allocation, according to CIO Richard Chan.
Asia's sustainable fund markets saw 41 new products launched in the second quarter with Thailand's incentive scheme driving the surge, and Japan reversing its 11-quarter outflow streak.