Geopolitics and energy security now replace climate targets as primary drivers of global decarbonisation investments, say Temasek and asset manager Amundi.
Delayed exits, geopolitical fragmentation, and weak distributions are emerging as the defining structural pressures reshaping fundraising, liquidity and dealmaking across Asian private equity.
Abu Dhabi considers setting up new defence-focused investment vehicle; Taiwan’s Bureau of Labour Funds trims US exposure; Australian pension Brighter Super shifts away from domestic equities in favour of global AI stocks; and more.
A consolidation wave is reshaping the industry landscape, hollowing out the middle while reinforcing the dominance of global platforms and niche specialists.