As spreads and scrutiny tighten, insurers are weighing corporate lending against asset-backed securities backed by diversified pools of consumer and real economy loans.
Tag : private credit
As competition weakens protections in the West, Asian private credit is emerging as a structural outlier.
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In partnership with Blue Owl
Some structural reallocation is underway in Asian insurance portfolios. Asset allocations are increasingly focused on illiquidity and complexity as sources of return enhancement. Rather than chasing yield however, many insurance allocators are thoughtfully implementing privates to diversify existing exposures, help mitigate downside risk, match liabilities and meet regulatory capital requirements. In Hong Kong, the private market playbook offers a wide opportunity set, says Blue Owl’s…
The region is seeing a structural reallocation of credit on the back of evolving regulation and a growing gap between traditional lenders and borrowers.
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As private credit absorbs a broader retail investor base, attention is shifting from fundraising momentum to how mixed investor structures may behave in a downturn.
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The country offers collateral-rich opportunities and uncorrelated cycles, positioning China as private credit’s largest—and most complex—market.
Retail and private wealth inflows into private credit are altering scale, pricing and liquidity dynamics across the asset class, forcing institutional investors to adapt.
Sun Life is strengthening its focus on private markets, with Asia Asset Management President Benjamin Deng pointing to opportunities in private credit and equity.
In partnership with M&G Investments
2025 was a year of resilience and record-breaking returns − but also of extreme volatility. As 2026 gets underway, questions abound about the potential market drivers. Will further US rate cuts materialise, or will sticky inflation derail the script? Are today’s tech titans truly rewriting the productivity playbook, or are we witnessing the early tremors of an AI bubble? And could the reopening of the IPO market lift investor confidence in private markets?
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Sovereign wealth funds and insurers are embedding the region into long-term strategies as they seek alternatives to stretched US markets, but experts warn success depends on local presence and pricing discipline.
Private credit managers across Asia-Pacific are sharpening their focus on red flags in underwriting as competitive pressure rises. Investors and lenders are recalibrating around protections, collateral strength and disciplined structuring.
In partnership with Macquarie Asset Management
With private credit no longer a niche investment strategy, but a core component of institutional portfolios worldwide, Macquarie Asset Management explores direct lending and infrastructure debt, including their distinctive features, trends fuelling their growth and the reasons these approaches are gaining traction among investors in Asia.
