The pension fund's chief investment officer is adopting a more cautious stance on elevated equity markets while identifying selective opportunities across climate, healthcare and AI.
Tag : outlook
Maharlika Investment Corporation is targeting agriculture deals in the first half of this year as part of a broader strategy addressing structural bottlenecks across energy, logistics, agriculture and mining.
The Australian pension giant’s chief investment officer is watching for signs of strain in AI capital structures while maintaining strategic positioning across infrastructure and energy transition opportunities.
The family office’s managing partner discusses entrepreneurial risk appetites, the need for better education on the digital assets space and why China needs to be a part of investors’ long-term strategies.
North America and Europe dominate the private debt market globally, but Asia-Pacific's fast-growing economies offer fertile ground for expansion in the asset class.
As Asian institutions race to meet 2030 climate targets, new transition-focused investment products and evolving market standards are creating fresh opportunities for investors.
Despite US trade tensions, strong domestic demand, innovation, and proactive policymaking reinforce China’s appeal as a long-term investment destination.
Asian markets face a watershed moment in 2025, as Japan's record M&A volumes and India's sustained growth contrast sharply with Greater China's 90% plunge in PE fundraising, forcing investors to adapt through innovative financial instruments and diverse exit strategies.
India's demographic dividend, coupled with robust policy reforms, positions it as APAC's emerging powerhouse, excelling in IT services, consumer spending, infrastructure, and real estate.
Transactions across the build-to-rent sector in Australia could heat up in 2025 amid rate cuts and strong demand.
Propelled by growing demographics and development of technologies, the APAC region is likely to see a resurgence of infrastructure investment in 2025.
With equity markets already hitting record highs after November's US election result, fund managers weigh in on whether the traditional year-end seasonal boost could extend the rally further.
