Investors are broadening clean energy commitments as digital growth, energy security, and yield pressures reshape allocations, with new allocator channels demanding both impact and financial returns.
Local currency and default risks are among the challenges for investors navigating emerging market debt. But they can be a good play for those looking to unwind some of their US debt positions, experts say.
For investors at COP30, credibility is the new currency: transition plans have shifted from voluntary reporting to non-negotiable inputs that dictate capital flow.
Australian superannuation funds are strengthening Net Zero engagement policies as new research reveals the big four banks have provided A$43.4 billion to major fossil fuel companies since the Paris Agreement.
Guided by a "keep calm and be cool" philosophy, the pension fund is leaning into market volatility with a decision to raise its equity holdings from 40% to 50% and its global exposure from 60% to 70%, reflecting a disciplined long-term vision over short-term reactions.
Singapore’s sovereign wealth fund becomes lead investor in a $91m funding round for Infravision; Japan's GPIF reports a 5.52% return for Q2; Canada's OTPP is set to shut down its Asia real estate team; and more.
For the insurer, a liability-driven investment model is the non-negotiable key to navigating everything from AI hype to the unwinding of Japan's central bank holdings.
Indonesian sovereign wealth fund Danantara lodges $1 billion bid for land near Mecca's Grand Mosque; Kazakhstan plans a $500m-1bn crypto reserve fund; Future Fund and QIC become full owners of clean energy developer Tilt; and more.
Cathay Securities Investment Trust is poised to become Taiwan’s largest asset manager as it takes on over NT$7 trillion in investment mandates from Cathay Life.