Japanese and Chinese insurers lead regional shift towards private credit investments, while regulatory changes and bank retrenchment create new opportunities despite allocation challenges.
GIC announces two senior leadership appointments; Mercer Super names first dedicated CIO; Cbus creates new ASX core strategy role; JPMAM Japan unveils new CEO and chairman; and more.
Alternative credit strategies such as direct lending, energy infrastructure credit, real estate debt, and collateralised loan obligations can provide shelter for portfolios during uncertain times.
Key leadership changes at investment managers in Asia include Lawrence Hanson’s switch to Robeco from Fidelity, and Simon England-Brammer’s exit from Nuveen.
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.
The region’s dynamic real estate investment landscape will require strategic patience, a focus on the long-term, and an openness to new market realities.
What's driving the performance of Asia’s commercial property sector and are there any opportunities on the horizon? Industry experts share their views.