Tag : technology

Value add in European real estate and speed of obsolescence

Real estate is racing to catch up as technology, regulation and capital costs accelerate obsolescence. Robert Balick and Frédéric Laurent of BauMont Real Estate Capital, in which M&G Investments holds a majority stake through its real estate platform, examine how value add strategies are evolving and why building portfolios around more than one market story is becoming increasingly important.

Early bet on alternatives powers LGT Capital Partner’s $24bn endowment

Heather Ng

Jun 23, 2026

The $24 billion endowment is tilting toward technology’s “buildout push,” pairing hyperscaler exposure with venture bets on emerging winners.

Early bet on alternatives powers LGT Capital Partner’s $24bn endowment

Market Views: Is Asia’s tech selloff a reset or the start of a broader de-rating?

Heather Ng

Jun 11, 2026

Asian equities slide as surging US yields and geopolitical tensions hit North Asia’s growth sectors, sparking debate over a brief reset versus deeper repricing.

Market Views: Is Asia’s tech selloff a reset or the start of a broader de-rating?

Industry Insiders: Building Trust in the Age of AI

Mary Leung

Apr 16, 2026

Artificial intelligence has tremendous potential, and myriad challenges. Mary Leung offers a practical blueprint for Asian finance.

Industry Insiders: Building Trust in the Age of AI

Asia’s independent wealth boom hits the $5 billion scale wall

Nishtha Asthana

Feb 26, 2026

Asia’s wealth managers are getting bigger and fewer. After years of rapid expansion, a quiet shake-up is underway that could redraw the region’s independent wealth landscape.

Asia’s independent wealth boom hits the $5 billion scale wall

Trust, data and due diligence: The new playbook for risk in Asia

In partnership with RepRisk

Business conduct risk management is rising up the agenda. Lisa Long, RepRisk head of product management, explains why, and what Asian investors need to know.

Trust, data and due diligence: The new playbook for risk in Asia

NIIF's roadmap for India's growth frontiers beyond infrastructure

Lucas Cacioli

Oct 13, 2025

From data centres and smart metering to semiconductor fabrication and green hydrogen, India's sovereign fund is targeting climate, digital and frontier technologies that will drive the next phase of economic transformation.

NIIF's roadmap for India's growth frontiers beyond infrastructure

Market Views: How will China’s new moves to lure foreign tech talent affect investment flows in the sector?

Heather Ng

Oct 2, 2025

As the US raises barriers for foreign tech talent, China is opening its doors.

Market Views: How will China’s new moves to lure foreign tech talent affect investment flows in the sector?

Aware Super's counter-cyclical property strategy targets dislocated markets

Lucas Cacioli

Sep 14, 2025

From London offices to build-to-rent platforms, Australia's third-largest pension fund has transformed its global property portfolio through thematic investing focused on demographic shifts and technological disruption.

Aware Super's counter-cyclical property strategy targets dislocated markets

Market Views: Which sectors face extinction in the AI revolution?

Lucas Cacioli

Aug 14, 2025

As artificial intelligence reshapes industries and markets, we asked investment professionals which sectors they believe face the greatest disruption risk and how investors should position their portfolios accordingly.

Market Views: Which sectors face extinction in the AI revolution?

Chityala family office taps SPV strategy as private market dynamics shift

Nishtha Asthana

Aug 11, 2025

Singapore based single family office Vedas Group is moving away from blind pool VC/PE fund commitments in favour of direct, sector-specific investments through special purpose vehicles.

Chityala family office taps SPV strategy as private market dynamics shift

Market Views: What do soaring US tech valuations mean for Asian investors?

Heather Ng

Jul 17, 2025

While Nvidia's AI-driven growth may stoke investor appetite for US tech giants' shares, it also amplifies concerns around elevated valuations and portfolio concentration risk.

Market Views: What do soaring US tech valuations mean for Asian investors?