South Korea's SWF KIC opens an office in Tokyo; Danantara merges four asset managers; CEFC backs Tasmania forestry deal; and more.
Korea
QBE takes full control of India's Raheja QBE general insurer; Korea plans new investment fund using tax windfall from AI; Mubadala opens $25bn credit business to outside Investors; and more.
The fund's manager warns that liquidity risk — not AI concentration — may be the greater structural threat to Korean institutional portfolios as private market allocations expand.
Korean pensions must endure volatility and embrace a total portfolio approach (TPA) after painful lessons from 2008 exposed the cost of abandoning long-term conviction.
Canada’s second-largest pension investor sees the country as an active opportunity market across public equities and digital infrastructure, with corporate reforms potentially opening future private equity deals.
Oil has drifted lower since the Iran war spike in March. Defence budgets and central bank gold purchases have not. The divergence is reshaping the emerging market investment case.
Australian superannuation body ASFA signs G7's critical minerals projects agreement; Indonesian SWF Danantara expands mandate; explores sale of 30-year bonds; Philippines' SWF Maharlika's Q1 net income drops 75% YoY; and more.
The Dutch pension investor’s $300 million cornerstone commitment to a Seoul-focused rental housing fund extends a regional push into living assets, reinforcing its megatrend conviction.
China plans $295bn AI data center network; Blue Owl to sell over $30bn stack APAC assets; ACCC clears Magellan-Barrenjoey merger; and more.
Danantara plans 3% "Merah Putih" bond; APG, Bouwinvest commit $300m to Tishman Speyer’s Korea Living Venture; ART invests $2.1bn in property funds; and more.
ART commits $3bn to property; KWAP reappoints BNY as custodian; Income Insurance awards $8.6bn FX mandate to Russell Investments; and more.
Geopolitics and energy security now replace climate targets as primary drivers of global decarbonisation investments, say Temasek and asset manager Amundi.
