Japan

After several years of lackluster returns, the Asian high yield market outperformed its European and US counterparts in 2024. This year, fixed income investors are likely to focus on issuers that can benefit from interest rate cuts in the US and changes in trade policy from President Donald Trump’s administration.

The Japanese government-backed fund is prioritising investments in AI, robotics, and semiconductors in pursuit of the government’s national smart society vision, with a long investment horizon set to 2050.

GIC's group CIO to step down; Brighter Super CFO departs after 12 years; FOAHK names new leadership team; Australian regulator appoints new chief executive; Future Fund hires portfolio risk manager; FWD Japan names new CEO; and more.

MetLife Investment Management agrees to buy PineBridge Investments in billion-dollar deal; Sovereign wealth funds increase China investments by 21% to $10.3 billion in 2024; AustralianSuper takes $62 million hit on cobalt miner; and more.

With 2024 having been dominated by geopolitical tensions and global unrest, AsianInvestor reflects on the asset classes that investment managers turned to in the hope of short-term stability and longer-term gains.

Geopolitical risks in the lithium-ion battery sector are rising alongside surging EV demand, warns insurer QBE in a new report. China's dominance in the market has prompted the US and EU to impose steep tariffs on Chinese EVs.

New research points to growing allocations in 2025 as consultants highlight regional advantages over the US and Europe.

In its second major acquisition announcement this month, Japan's Nippon Life unveiled plans Wednesday to purchase global insurer Resolution Life, following its completed Corebridge deal.

Singapore's Temasek launches wholly-owned private credit platform; Japan's GPIF considers raising investment return target; BlackRock acquires HPS Investment Partners in $12 billion deal; and more.

Equip Super unveils post-merger team; ADB names new president; TCorp adds investment head; Raffles taps UAE advisor; ART appoints risk chief; and more.

A single family office's analysis highlights Japan's real estate market as an increasingly attractive global investment destination, offering both stability and growth potential. Success in this market favors investors who take a patient, flexible approach.

Abu Dhabi and Singapore funds in $6 billion talks for Pye-Barker stake; Korea pension fund expects $56 billion foreign inflow post-WGBI inclusion; Texas mandates China exit; IMRF commits to EQT Asia fund; and more.