Experts overwhelmingly point to China as the market with the most potential for renewable energy, but asset owners have invested in other Apac markets such as Australia and India.
Australia's retirement funds are increasingly merging to gain scale and investing heft. But these consolidations offer investing challenges that need to be overcome.
A range of issues prevent pension funds and insurers from fully embracing opportunities in infrastructure. A closer alignment of interests would help plug the gap, say regional players.
Australia's superannuation industry will soon comprise four to five A$200 billion megafunds, with room for a few smaller, niche funds, experts say.
The government's plans to stimulate infrastructure could offer sustainable investment opportunities across many sub-sectors. That is drawing the eyes of Asian asset owners.
The new US president's focus on diplomacy and multilateralism could benefit emerging market equities and it could place a broader array of pressure on China.