Tag : opinion

Power bottlenecks, water constraints and community pushback mean institutions must look beyond tenant credit quality to underwrite asset-level risks, says T. Rowe Price's Matt Lawton.

As a strengthening El Niño approaches, sovereign debt investors must look beyond headline weather predictions and evaluate how physical climate shocks transmit through local economies, policy responses and market valuations, says T. Rowe Price's Tongai Kunorubwe.

Private capital partnerships are transforming Asia's life and annuity insurance sector as demographics shift toward retirement, and new regulations demand more economic balance sheets.

As Asian governments take vastly different regulatory approaches to artificial intelligence, investors are navigating a fragmented landscape where data centre booms and policy uncertainty create both massive opportunities and significant risks.

In this inaugural edition of our insider op-ed series, an industry expert shares firsthand insights into Asia's staggering climate protection gap, and reveals how catastrophe bonds and strategic corporate action are reshaping regional risk management.

With a new investment mandate prioritising national infrastructure projects, can Australia's sovereign wealth fund maintain its investment autonomy while serving political objectives?

Australia's consolidation-focused superannuation model offers a blueprint for overhauling UK's fragmented pensions.

A coalition of institutional investors are demanding hedge funds adopt cash hurdles on incentive fees. Will this lead to a fairer system or stifle innovation?

Bitcoin ETFs could be the key to unlocking new growth potential for the traditional portfolios of pension funds.

As the popularity of private assets continues to soar among Asian asset owners, heightened regulatory scrutiny of asset valuations seems inevitable, with Australia taking the lead.

Economic interest will likely win out over diplomatic turbulence as Canada's public pension funds appear set to continue upholding their solid investment commitments in India.

Investors should be given credit — carbon credit in particular — when they hold carbon-intensive assets in Asia but aim to help these assets transit. However, regulations also need to stay updated in order to prevent greenwashing.