Distressed fund managers with the support of asset owners are beginning to seek Asia opportunities. They could start in the equity markets, before looking to assets like property.
Wealthy Asian families have abundant dry powder but are largely holding fire on investments. Property, for instance, is expected to fall further, but Reit opportunities look to be emerging.
But they seem as focused on growing their wealth as preserving it and are hungry for private equity, according to the new China family office report from UBS and Campden Wealth.
Michael Felman, an experienced family investor in New York, explains how Asian investors are keen on mega-trends and physical assets.
Experienced family office investors feel technology valuations are over-inflated in some areas, so are being increasingly selective about what they invest in, and where.
Asia has plenty of geopolitical risks on the horizon, and investors should consider asset diversification and hedging to mitigate their exposures, say advisers and family offices.