The $24 billion endowment is tilting toward technology’s “buildout push,” pairing hyperscaler exposure with venture bets on emerging winners.
Tag : alternatives
In partnership with J.P. Morgan Asset Management
Investor preferences are shifting quickly, but not always in the same direction. Asia Pacific (APAC) remains a region of sharply different market structures, distribution models and regulatory regimes, which means what works in one market may not translate cleanly to the next. Dan Watkins, CEO for Asia Pacific at J.P. Morgan Asset Management, says the job for asset managers is to stay close to how decisions are being made amid the increasing role of AI, active ETFs and private markets…
From healthcare and entertainment to mining and brands, royalties are emerging as a distinctive asset class across Asia Pacific.
The country's asset owners are pivoting away from bonds to incorporate private credit, equity, and infrastructure into portfolios.
Mega managers are pulling away, smaller funds are running out of road, and the rules of generating returns have changed for good.
Pune-based Mephezalea says separating gold and silver into distinct allocation categories is a structural discipline and why the portfolio is well positioned for the current uncertainty cycle.
Deputy CIO Bill Lu said the insurer is reinforcing its two-layered strategy—balancing bonds and equities, while expanding into gold and global markets.
Asia’s family offices are embedding music royalties and other niche alternatives more deeply into portfolios, shifting the conversation from short-term diversification metrics to governance, durability and uncorrelated income.
Bitcoin’s sharp drop toward $64,000 in early February rattled markets, but institutional voices framed the move as a necessary adjustment rather than a sign of collapse.
Gold allocations across Asia are on the rise as investors rethink portfolio construction, the role of US Treasuries and the balance between strategic hedging and tactical opportunity.
With powerful structural drivers, rising domestic demand and a rapidly expanding private credit ecosystem, India is fast becoming a core growth market for global asset managers.
JP Morgan Asset Management's latest research suggests a 30% allocation to alternatives can elevate a traditional 60/40 portfolio, boosting its projected return to 6.9% while building resilience against rate volatility.
