Foreign institutional appetite for Asia’s private credit market is picking up, but flows are uneven. Investors are gravitating toward larger, developed markets while some regions continue to suffer from structural under-allocation.
Insurers are pivoting to long-term strategies, diversifying into alternative assets to generate the stable cash flows needed to match their long-term liabilities.
With the world's number two economy losing steam and yields harder to find, insurers are shifting from static strategies to tactical asset allocation, the life insurer's CIO says.
President Donald Trump’s proposed 300% tariffs on imported semiconductors have rattled global markets and heightened concerns across Asia’s chip-reliant economies.
Specialist climate investor Clean Energy Finance Cooperation and Canadian pension fund La Caisse launch agricultural platform Meldora to generate carbon credit units; Australian Retirement Trust backs 5-year ESG strategy with $666m Macquarie climate fund investment; and more.
Fallen developer Evergrande’s Hong Kong delisting casts a spotlight on China’s property crisis and raises fresh questions about the battered sector's future role in the world's number two economy.
Asian emerging market local bonds offer lower yields than Latin American or Eastern European peers, but the region's stability, reforms and shock resilience are boosting its appeal for global investors.
With yields elevated, currencies stabilising and liquidity improving, Asian local currency bonds are drawing greater attention as investors diversify away from dollar assets.