Japan’s breadth and liquidity are drawing strategic capital, while Korea offers a potentially stronger re-rating, and Taiwan remains a core but concentrated technology exposure.
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Tag : portfolio
Outsourced CIO services are expanding rapidly across Asia as institutions, family offices and statutory boards seek scale, governance and private market expertise.
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As climate investing shifts into a more fragmented global landscape, resilience, energy security, and structural transition risks are redefining how long-term capital is deployed.
CEO Dilhan Pillay warned that the state investor is set to fall short of a 2030 goal to halve portfolio emissions from 2010 levels but insisted it would stay on the road to net zero.
In partnership with Aberdeen Investments
A survey in Q1 2026 of more than 80 senior executives from 65 leading asset owners by AsianInvestor, in collaboration with Aberdeen Investments, reveals how investors in Asia Pacific are balancing returns, liquidity and capital efficiency in a more complex environment.
Pune-based Mephezalea says separating gold and silver into distinct allocation categories is a structural discipline and why the portfolio is well positioned for the current uncertainty cycle.
Hong Kong's 2026 budget has introduced long-awaited tax clarity for digital assets, bringing crypto within the scope of established fund and reporting frameworks.
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The Singapore- and Hong Kong-based firm is approaching the new year with a sharpened focus on extracting value from existing investments, using artificial intelligence to accelerate scale.
Gold allocations across Asia are on the rise as investors rethink portfolio construction, the role of US Treasuries and the balance between strategic hedging and tactical opportunity.
The Singapore state investor is reinforcing its portfolio with investments in AI, core-plus infrastructure and alternative assets as it navigates a volatile global environment.
As trade tensions escalate and volatility rises, asset owners are rebalancing portfolios, reducing US equity exposure and rotating to Europe as they eye fixed income and emerging market debt for stability and yield.
Rumah Group, a Singapore-based single family office, explains how it is carving out a thoughtful approach to decarbonisation, with a strategic push into three climate-critical sectors.
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