As investors debate diversification in the midst of geopolitical volatility, Hongkong Land is reaffirming its long-term commitment to Asia’s gateway cities.
While global liquidity is still abundant for AI and fintech infrastructure, the bar for new and existing managers has been raised to an 'incredibly high' level.
The structural choice between centralising power within a single entity or distributing it across specialised vehicles is now the primary factor determining a sovereign fund's transparency and investment speed.
While tactical market shifts often dominate the headlines, Zurich’s regional investment head explains its long-term focus on liabilities and strategic asset allocation.
Ping An Insurance Group to sell $1 billion software-focused private equity assets; ESR raises $850 million to expand APAC logistics and data centre businesses; Temasek Trust Catalytic Capital for Climate and Health raises $1.2 million in funding round for Singapore healthtech firm; and more.
Pune-based Mephezalea says separating gold and silver into distinct allocation categories is a structural discipline and why the portfolio is well positioned for the current uncertainty cycle.
Governments are deploying capital to secure supply chains, dominate emerging technologies, and fortify national sovereignty as they navigate a 'New World Order'.
Major oil companies are backsliding on their net zero and energy transition pledges, making it difficult for investors who think engagement is better than divestment.
The Government Pension Fund’s CIO explores nuances of external manager alignment, its shift toward EM debt, and why the global corporate landscape is entering critical period of accountability for massive capex.
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.
The Uzbekistan National Investment Fund's listing on the London Stock Exchange may be grabbing headlines, but the real work lies in a structural transformation of its underlying assets.