European equities offer Asia-based allocators a compelling mix of policy-driven growth, improving earnings momentum and attractive valuations, says Hilde Jenssen.
%20(14).png&c=1&h=194&q=100&v=20262515&w=344)
Tag : energy
Long-term structural shifts in technology, energy security and regional supply chains are prompting investors to broaden their allocations across copper, critical minerals and agricultural assets in the second half (H2) of 2026.
.png&c=1&h=194&q=100&v=20262515&w=344)
As geopolitical uncertainty cements volatility as a structural market feature, investors are pivoting toward resilient assets, local expertise and the broadening AI infrastructure cycle.
.png&c=1&h=194&q=100&v=20262515&w=344)
The sovereign wealth fund (SWF) said that shifting policy landscapes and accelerating physical climate risks are forcing global investors to urgently adapt their core frameworks.
.png&c=1&h=194&q=100&v=20262515&w=344)
The sovereign investor is doubling down on infrastructure, AI and energy security, choosing to build a portfolio capable of withstanding global shocks over chasing linear decarbonisation targets.
.png&c=1&h=194&q=100&v=20262515&w=344)
Seeking to avoid the concentration risks of mature markets, institutions are building globally diversified portfolios to capitalise on the infrastructure required to support cloud migration and AI expansion across growth economies.
Oil has drifted lower since the Iran war spike in March. Defence budgets and central bank gold purchases have not. The divergence is reshaping the emerging market investment case.
Concerns around energy access, execution certainty and asset scarcity are outweighing traditional fears of technology obsolescence.
As artificial intelligence accelerates demand for energy, infrastructure and digital capacity, investors are increasingly viewing climate resilience and energy security as integral to capturing the next generation of sustainable growth opportunities.
A combination of government support, hyperscaler demand and a growing willingness among investors to share risk is transforming nuclear into an investable infra opportunity.
As surging AI workloads collide with grid constraints, forward-thinking Asian allocators are shifting capital toward integrated energy ecosystems.
Despite abundant capital, Asia’s energy transition is facing an execution crunch driven by a severe lack of bankable projects and modern grid infrastructure.
