Retail and private wealth inflows into private credit are altering scale, pricing and liquidity dynamics across the asset class, forcing institutional investors to adapt.
Asset Owners
The move highlights Prudential’s century-long presence in the country and confidence in the growth potential of Malaysia’s life insurance market.
Gold is no longer being viewed in isolation. Asian allocators are broadening their definition of store-of-value assets while reassessing gold’s role as a strategic portfolio anchor.
Sun Life is strengthening its focus on private markets, with Asia Asset Management President Benjamin Deng pointing to opportunities in private credit and equity.
Canada Pension Plan Investment Board has joined a consortium set to invest as much as 112.7 billion yen ($719 million) in hospitality-related assets across Japan.
Thailand’s Government Pension Fund is pivoting away from some government bonds, including JGBs, and embracing emerging market equities in the pursuit of a more tactical, globally diversified strategy.
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The region's property market is set to post a modest recovery in 2026 but possible inflation shocks and the impact of AI on office space demand hang over the sector.
The life insurer prioritises balance-sheet stability and market liquidity over yield-chasing, favouring larger bond issues and benchmark tracking through deteriorating return prospects and elevated hedging costs.
AI-driven workloads and accelerating digitalisation are pushing regional data centres to the core of institutional strategies, as investors recalibrate capital structures and expand beyond established Tier 1 markets.
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.
