North American freight rail offers Asian institutional investors USD-denominated, inflation-linked cash flows backed by critical domestic infrastructure, say Chris Sparrow and Ross Sylvester from Napier Park Global Capital.
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World
By swapping government bonds for bullion, pension funds, sovereign wealth funds and family offices are hoping to protect their portfolios against falling currencies.
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In partnership with Blue Owl
Europe’s experience under Solvency II shows how insurers’ priorities can evolve from regulatory compliance towards sustainable capital generation, balance-sheet stability and liquidity under stress. For insurers in Asia Pacific (Apac), four observations stand out, says Soraya Kazziha, Managing Director, Institutional Capital Insurance Solutions, at Blue Owl Capital.
European equities offer Asia-based allocators a compelling mix of policy-driven growth, improving earnings momentum and attractive valuations, says Hilde Jenssen.
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The New York-based single-family office prefers asset-backed lending over the traditional private equity fund model.
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The New York-based family office is shifting focus towards opportunities like Japanese SME buyouts and sponsor-led infrastructure credit.
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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.
