Bracing for a "polycrisis" world, the Singaporean investor is targeting 5% allocations to private credit and infrastructure alongside portfolio-wide AI adoption.
Tag : infrastructure
APAC allocators are recalibrating their portfolios to focus on compelling valuations, the infrastructure boom and a rising regional appetite for private credit, according to a report by Preqin.
As equity market concentration peaks and geopolitical tensions rise, asset owners pivot towards critical infrastructure to secure durable cash flows and power the artificial intelligence (AI) boom.
ASEAN’s rising role in AI infrastructure prompts debate over whether the momentum signals a true regional shift.
Sovereign wealth funds (SWFs) are refocusing their portfolio structures to mitigate AI concentration risks and secure stable returns, according to Invesco's latest study.
As institutional investors look to de-risk their private credit allocations, European infrastructure debt is emerging as a critical diversifier.
Investors are turning to the continent's essential assets as a defensive shield against global instability and energy price volatility.
As regulators tighten standards and LPs demand clearer attribution, the sovereign-backed manager is embedding ESG controls into its legal frameworks, governance processes and portfolio-wide data systems.
Investor confidence has improved, underscored by rising deal activity and a renewed willingness to deploy capital.
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The CIO of India’s National Investment and Infrastructure Fund says ESG is becoming more relevant to underwriting and exits, even as the industry struggles to prove which interventions create measurable value.
Mephezalea has reduced its exposure to fixed income and moved the allocation towards Infrastructure Investment Trusts, which it says is a higher-yield alternative of the same credit quality.
Ports, pipelines, LNG terminals and power grids are emerging as the backbone of Asia’s energy future.
