Asset themes

Australia’s second-largest superannuation fund is integrating artificial intelligence across public and private assets to strengthen portfolio performance.

The overall outlook for venture capital remains positive, with AI expected to support stronger fundraising and improved liquidity, according to Preqin.

Faced with multitrillion-dollar growth projections, managers are turning to interoperable systems and token mirroring to unlock trapped liquidity without abandoning traditional infrastructure.

Seeking outsized returns amidst market illiquidity, regional institutional investors are expanding private market commitments.

As soaring demand for AI and government policy propel South Korea towards major data centre hub status, international investors must look beyond Seoul and leverage strong local partnerships to address key constraints.

As private credit has attracted record inflows from institutional investors in recent years, there are concerns that parts of the market may be becoming overcrowded.

Institutional investors are moving away from benchmark-led investing as market concentration, geopolitical uncertainty and volatility push allocators towards active management, alternatives and integrated public-private market strategies, according to a survey by Schroders.

Managing liquidity constraints, structural currency weakness and operational hurdles require specialist execution and blended portfolio structures in Apac frontier markets.

Institutional capital is pivoting towards purpose-built rental, student and senior housing to capture inflation-linked returns.

Lenders say success will depend on identifying where risks are concentrated, from power shortages and permitting challenges to capital-structure positioning and technology exposure.

Catamaran, the $1.4 billion family office of the Infosys co-founder, is exploring partnerships with component makers from Japan, South Korea and Taiwan to build manufacturing capabilities in India.

State-owned investors in India, Indonesia, South Korea and Thailand are ramping up allocations towards domestic strategic assets, digital infrastructure, deep tech, and ESG initiatives.