John Livanas, CEO of State Super, discusses the superannuation fund's sale of its Queensland Airports Limited stake and explains why future infrastructure investments are improbable for its closed defined contributions fund.
Alternatives
The recent partnership between the Indonesian wealth fund and the investment manager is further proof that private credit appetite remains strong among asset owners in the region.
The recently established fund aims to bridge the infrastructure gap in the Philippines through physical and digital projects, focusing on energy and telecom towers to drive economic growth and create social impact.
China Investment Corporation aims to strategically invest in AI to capitalise on the disruptive technology's growth potential, as China strives to gain an edge amid intensifying global competition.
With growing interest in niche sectors, investors are increasingly seeking value in areas like healthcare and emerging technologies.
APG Asset Management was an early adopter of AI in the pension fund industry, and has been particularly successful in harnessing technology to improve private markets investing, according to its Asia COO.
Traditionally, foreign institutions used to account for a large share of alternative investment funds -- a situation that is gradually changing with the recent explosion in family offices in India.
While family offices are increasingly drawn to co-investment opportunities, experts warn that without proper due diligence and dedicated resources, the risks can outweigh the benefits.
Poor investor sentiment is reflected in a depressed sector, from low occupancy to falling profits. There's a strong sense that Hong Kong needs to reinvent itself before investors return.
The Hong Kong-based insurer sees opportunities to use its influence more effectively to help companies decarbonise, particularly in emerging Asia.
As electric vehicles reach cost and convenience tipping points, Thailand and India are emerging as key players in the Southeast Asian EV market, according to a new report from Temasek and LeapFrog Investments.
Even with falling interest rates, private credit remains an attractive asset class for AIA Hong Kong under the city's new risk-based capital regime.