Asset Owners

Buoyed by resilient balance sheets, easing global rates, and rising domestic demand, Asian emerging markets are positioned for stronger earnings growth than developed peers.

With GDP growth forecast at 6.5-7%, India is emerging as a durable growth story for 2026—though trade tensions and valuations remain key risks to watch.

Capital is ready to flood into the region's climate transition, but too few projects are able to cross the line into bankable reality. British International Investment shares where it is stepping in to make a difference.

Once a niche play eclipsed by green finance, transition investment is gaining traction, with new standards and rising investor demand pointing to 2026 as a breakout year.

Tangency Capital secures a $100 million–$300 million insurance-linked securities (ILS) mandate from Funds SA; Indonesian sovereign wealth fund Danantara announces plans to launch five downstream projects worth $6 billion; and more.

With regulators across Asia-Pacific phasing in sustainability standards, the region's institutional investors are treating ESG as the cost of good business -- and avoiding stranded assets.

With total assets of over $60 trillion, state-owned investors are expanding their partnerships while some are expected to become sovereign asset managers in coming years.

British International Investment is deploying catalytic capital to reshape how climate projects are financed in Southeast Asia, shifting from standalone funding to market-building platforms

China-US tensions continue to shape global market narratives, yet allocator behaviour shows geopolitics remains secondary in capital decisions.

The life insurer positions gold as a long-term portfolio stabiliser rather than a speculative bet, using it to diversify growth assets, hedge currency exposure, and strengthen resilience against macro shocks.

Temasek joins $8.4bn Clearwater Analytics takeover; Trian Fund Management and other global investors to drive $7.4bn Janus Henderson buyout; Japan's Amova to take full control of AHAM in $575m deal.

Offshore wind is seen as a first-class investment opportunity that should provide over 10% New Zealand's future electricity needs.