Asset themes

AsianInvestor Insights from asset owners in Hong Kong show that as macro shifts and US concentration challenge traditional assets, institutions are diversifying to build long-term resilience.

With asset owners moving towards a total portfolio approach (TPA), some rigid committee structures are driving a sharp rise in hybrid models across global markets.

Limited partners (LPs) place greater emphasis on independent valuation analysis, governance oversight and investment discipline as APAC's secondary market gradually evolves.

AsianInvestor's flagship Hong Kong event featured commentary from leaders in institutional and asset management.

The gap between capability and adoption is widening, and that gap is where near-term risk and opportunity live.

Panellists at the 21st Asian Investment Summit told investors to keep steady, avoid overreacting and build resilient portfolios.

Investors are turning to the continent's essential assets as a defensive shield against global instability and energy price volatility.

The pair's take-private acquisition of National Storage REIT (NSR) was the biggest ever for an ASX-listed real estate investment trust.

The development institution wants to draw private capital for green energy investment through equity platforms and mezzanine financing.

Foreign investors are reallocating toward AI-linked and cheaper emerging markets, while rupee weakness compounds equity losses.

Mega managers are pulling away, smaller funds are running out of road, and the rules of generating returns have changed for good.

As Beijing maintains discipline on property and lowers deposit rates, some experts think China may be engineering a structural shift in how capital is formed, allocated and deployed.