Seller discounts and overseas buyers are fueling a surge of investment in Korean real estate by a fifth this year, in stark contrast to shrinking allocations across the broader region.
As the classical stock-bond correlation has gone, Korean pension funds and insurers are scrambling for ways to safeguard portfolios and deliver performance.
Whether high interest rates are a help or a hurdle heavily depends on who you ask, delegates heard at AsianInvestor’s Institutional Investment Forum Korea.
Asset owners, concerned by the heavy presence of direct lending funds in their portfolios, are seeking diversification within their private debt strategies, according to a recent Preqin report.
Along with boosting its logistics portfolio, the Dutch pension fund manager's latest investment aligns with a growing trend among institutional investors who are increasingly opting for open-ended fund structures.
Investors are trying to grapple with the right approach to tackle increased interest rates - a scenario that creates both challenges and opportunities, investment executives from different Korea asset owners say.
We showcase AsianInvestor's best interviews with asset owners in July – a feat that spans the Asia-Pacific region. Key themes are rising rates impacting portfolio shifts, boosting ESG and revamping external manager mandates.
The pension fund is finding opportunities across asset classes that are aligned with its strategy of increasing overseas and alternatives allocations, its CIO told AsianInvestor.