Scan Holdings family office, led by sisters Sonakshi and Juhi Agarwal, is combining institutional rigour, in-house research and a hedge fund-style approach to managing the family’s proprietary capital.
Asia
Adam Murphy, the private equity lead, and Tim Unger, senior portfolio manager of sustainable investments, are departing from Australian Retirement Trust; Rest Super is searching for a deputy CIO and head of private markets as Simon Esposito steps down; FWD appoints Craig Tunstall as interim CRO; and more.
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Institutional investors are turning back to Asia, lured by deeply undervalued markets and structural growth opportunities. Khazanah and Income Insurance say Asia’s economic heft and rising private-market participation provide compelling investment opportunities.
Amid macroeconomic volatility and tariff fears, the asset class' insulation from inflation and political risk is proving a compelling draw for yield-hungry yet cautious pension funds and insurers.
Australian superannuation fund partners with Goodman to establish a $1.3bn logistics platform in the US; Future Fund discloses investments in major weapons manufacturers; Japanese pension funds follow GPIF's impact investing shift; and more.
The Monetary Authority of Singapore promotes Abigail Ng to chief sustainability officer; Prime Super taps two senior execs from Active Super; Kuvare Life Re names Daisuke Nagamori as APAC representative as it expands into the region; and more.
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Growing allocations to private credit are helping Asian insurers sustain product returns, but BOC Life warns that exit risks and the need for diversification remain underappreciated as inflows accelerate.
Operating across multiple regulatory jurisdictions require robust valuation frameworks and stress testing for private credit investments, said the life insurer’s head of investment strategy.
Asset owners consider ESG a key element when making their investment decisions, but there is growing concern it could negatively impact their performance, Morningstar found in a new survey.
Indonesia's sovereign wealth fund and Export Development Canada sign a $600m agreement to support sectors such as renewables and cleantech; South Korea's DB Insurance buys US carrier Fortegra Group; Canadian pension fund La Caisse to acquire an Australian renewables business; and more.
As volatility reshapes the 40-year bull market, investors in Hong Kong and Singapore are pivoting to ILS, private credit and mid-market strategies, with allocations expected to rise.
In partnership with Wellington Management
How can investors tackle a landscape of volatile markets, concentrated benchmarks and stock dispersion? Watch this video and read the views of Wellington Management’s Edward Baldini, portfolio manager, and Philip Li, investment director, on the importance of security selection in creating more potential for outperformance than sector allocation.
