With GP-led deals gaining traction and LPs seeking exits amid macroeconomic headwinds, Asia’s evolving landscape is reshaping how capital moves across the region.
With the US economy exhibiting higher inflation and interest rates, dynamic duration management is a powerful – and essential – tool for global bond portfolios, according to L&Gs Ben Bennett, head of investment strategy for Asia, and Ian Hutchinson, head of global bond strategies.
Allen succeeds Mike Wilkins who will retire in 2026; Matt Dellit joins ART as ethical investment portfolio manager; Brighter Super taps three senior execs; and more.
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.
Amid the new investment mantra of diversification of equity allocations, there is growing demand for exposure to China’s innovation and transformation journey, according to BlackRock’s Andy Ng and Emerald Yau of FTSE Russell.
Facing tightening credit spreads and thin equity premiums, asset owners are cautiously embracing ILS for their higher yields and diversification benefits, but allocations remain modest.
Asian investors are accelerating a push toward private equity secondaries to manage liquidity, rebalance portfolios and capture discounted opportunities.
For the insurer, a liability-driven investment model is the non-negotiable key to navigating everything from AI hype to the unwinding of Japan's central bank holdings.