The asset class cannot be treated as a monolith, as there are critical distinctions across global infrastructure, regional dynamics and liquidity structures, says Simon La Greca.
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In partnership with L&G Asset Management
Benchmarks remain a vital tool for active fixed income investors, but they were never meant to be the final destination. As market dynamics become more complex and investor priorities evolve, allocators are increasingly adopting a total portfolio approach (TPA), focusing more on whether portfolios are delivering the outcomes that matter most to investors.
By L&G's Alex Mack, Head of Rates and Inflation; Ian Hutchinson, Head of Global Bond Strategies - Benchmark; and Radha Mathur…
Reflecting a surge in state-backed climate investing, New Zealand’s landmark regulatory shift unlocks a new frontier for sovereign-funded assets.
While investors recognise the importance of themes such as geopolitics, AI and public‑private market convergence, many are not yet able to respond in an integrated way, according to new research.
The $24 billion endowment is tilting toward technology’s “buildout push,” pairing hyperscaler exposure with venture bets on emerging winners.
Asset owners are restructuring their portfolios to favour asset-intensive sectors in response to structural economic shocks and extreme equity market concentration.
China’s reorientation of exports is reshaping global trade dynamics, intensifying competition for ASEAN manufacturers while exposing structural weaknesses in Europe and deepening commodity dependence in Latin America.
A combination of government support, hyperscaler demand and a growing willingness among investors to share risk is transforming nuclear into an investable infra opportunity.
AsianInvestor's flagship Hong Kong event featured commentary from leaders in institutional and asset management.
The gap between capability and adoption is widening, and that gap is where near-term risk and opportunity live.
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Panellists at the 21st Asian Investment Summit told investors to keep steady, avoid overreacting and build resilient portfolios.
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Saudi Arabia’s PIF explores massive merger of transport assets; Indonesia’s Danantara to oversee natural resource exports to curb $150bn leakage; Philippines SWF posts income growth; and more.
