The government-backed investor is addressing forced early IPOs through its latest commitment, as Japan seeks to build a more sustainable risk capital cycle and nurture future unicorns.
Asset themes
AI investment themes for 2026 may centre on infrastructure enablers, upstream semiconductors, and strong Asian players, with regulatory and capital expenditure concentration as key risks.
The country's first sovereign wealth fund is positioning to capture opportunities from tariff wars and geopolitical tensions while acknowledging it cannot execute alone in a fragmented global economy.
As the year winds down, investors must balance optimism with caution, positioning portfolios for both festive cheer and potential lumps of coal.
The superannuation fund is joining forces with Macquarie Asset Management on a private equity strategy focused on businesses servicing infrastructure.
Despite securing formal trade agreements with the US, Malaysia and other ASEAN nations still face significant policy uncertainties, forcing investors to treat geopolitical risk as a core portfolio input rather than background noise.
Global asset managers say distribution, once a supporting function, is now the industry’s core strategic battleground.
Singapore-based Two Trees Capital sees renewed IPO momentum and growing institutional interest reshaping late-stage tech valuations.
Samruk-Kazyna is establishing sharia-compliant investment vehicles and sukuk programmes to capture flows from Gulf investors, while positioning Kazakhstan as Central Asia's Islamic finance gateway.
Asset owners in APAC reported a 100 basis point drop in target allocations to real estate in 2025, marking the steepest decline among their global peers.
From data centres to hybrid lodging assets, institutional and family office investors are testing exposure to South Korea’s real estate.
Institutional investors are reallocating billions toward commodities that power the energy transition and serve as modern safe havens.
