Drawn by moderate inflation, low market correlation and resilient structural demand, investors are shifting their Asia Pacific (Apac) real estate allocations into Japanese logistics.
Singaporean SWF GIC and Abu Dhabi SWF Mubadala to join KKR's $10bn data centre deal; Qatar Investment Authority expands venture capital fund-of-funds programme by $2bn; and more.
Thailand’s Government Pension Fund is pivoting away from some government bonds, including JGBs, and embracing emerging market equities in the pursuit of a more tactical, globally diversified strategy.
Indonesia's new sovereign wealth fund plans $1.2 bn fund raising to expand investment; South Korean teachers' pension fund appoints two new advisory firms; and more.
Guided by a "keep calm and be cool" philosophy, the pension fund is leaning into market volatility with a decision to raise its equity holdings from 40% to 50% and its global exposure from 60% to 70%, reflecting a disciplined long-term vision over short-term reactions.