Investors are turning to AI and a booming secondary market to navigate a prolonged liquidity crunch, according to State Street’s 5th annual global private markets study.
Tag : private markets
In partnership with J.P. Morgan Asset Management
Investor preferences are shifting quickly, but not always in the same direction. Asia Pacific (APAC) remains a region of sharply different market structures, distribution models and regulatory regimes, which means what works in one market may not translate cleanly to the next. Dan Watkins, CEO for Asia Pacific at J.P. Morgan Asset Management, says the job for asset managers is to stay close to how decisions are being made amid the increasing role of AI, active ETFs and private markets…
Rising market interconnectedness, AI-driven volatility and concentrated return drivers are reshaping how insurers must build resilient portfolios.
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As private markets mature and rate volatility increases, the insurer's investment chief Carol Mo is reassessing whether life insurers are being adequately compensated for illiquidity.
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They promise access to private markets without fully locking up capital but where do semiliquid funds fit in a portfolio? This piece examines the trade-offs, misconceptions, and practical considerations for investors.
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As macro shocks and shifting correlations disrupt traditional portfolios, sovereigns are leveraging alternative assets, prioritising liquidity and active portfolio construction.
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.
Investor confidence has improved, underscored by rising deal activity and a renewed willingness to deploy capital.
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A decade of excess capital deployed into Asia’s private markets has forced a fundamental repricing of risk and is now defining which managers survive the correction.
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…
APAC institutional investors are moving up the risk spectrum, targeting 8–12% net IRRs in European infrastructure.
As artificial intelligence accelerates through the real economy, the Singapore-based group's principal explains why operational impact and capital discipline matter more than trying to predict technology winners.
