As institutional investors across Asia Pacific scour the globe for yield and diversification, insurance-linked securities are moving into the mainstream, offering returns that are uncorrelated with the whims of the stock market.
With billions in digital investments and blockchain-backed governance, Malaysia offers legal certainty, making it a trusted node in the “China+1” ecosystem.
While India's market has corrected from recent peaks, strong domestic demand, scale, and robust earnings potential continue to make it attractive relative to regional peers.
While some asset allocators are hesitant, life insurers, regional banks and corporate pensions are increasingly drawn to these vehicles for their blend of yield, periodic liquidity and scalable access to top-tier managers.
Adam Murphy, the private equity lead, and Tim Unger, senior portfolio manager of sustainable investments, are departing from Australian Retirement Trust; Rest Super is searching for a deputy CIO and head of private markets as Simon Esposito steps down; FWD appoints Craig Tunstall as interim CRO; and more.
As the country sees a record equity rally and sharply weaker yen, experts weigh on whether the market surge is sustainable and what the new administration means for monetary policy, currency stability and long-term investment strategy.
Amid macroeconomic volatility and tariff fears, the asset class' insulation from inflation and political risk is proving a compelling draw for yield-hungry yet cautious pension funds and insurers.
Institutional adoption of digital assets is accelerating, with global trading desks, sovereign funds, and asset managers scaling exposure amid clearer regulatory frameworks.
As India faces headwinds from US tariffs and market volatility, investors see reforms becoming institutionalised while external challenges remain manageable due to the country's domestic orientation.