Canadian pension funds are finding a rich seam of investment in India, boosting their allocation across asset classes.
The state pension fund joins ESG benchmark as the first Japanese infrastructure investor member, supplementing its existing efforts within real estate investments.
The Korean national pension fund seems prepared to weather potential storms from public markets this year through alternative allocations.
An increasing focus on ESG principles and the need to diversify portfolios are driving the rise in sustainability-linked infrastructure investments by Asia Pacific asset owners, AsianInvestor's most recent survey found.
Sustainable infrastructure investment has increased globally over the last year. However, the sector has been fraught with project delays, supply chain issues and a volatile economic environment according to Refinitiv data.
With an eye on private assets amid growing inflation and uncertainty, sovereign wealth funds pivot to US and Asia Pacific and away from Europe as the war in Ukraine rages, according to the latest Invesco report.
Dutch pension fund manager APG, logistics company ESR and the Canada Pension Plan Investment Board plan to double the total equity investment capacity of their second joint venture in Korea, bringing it up to $2 billion.
The country’s unique mix of strong policies and resilient infrastructure make it a logical choice for investors looking for long-term stability.
Supermarkets, data centres and warehouses have drawn investor interest in developed markets, while Asian logistics have appeal, asset owners said at the Asian Investment Summit 2022.
The widespread adoption of technology in Asia will also spur private equity deals as businesses and economies recover from the Covid pandemic.
Inflation and stagflation continue to be a concern for investors amid the Russia-Ukraine war, supply chain disruptions and rising energy prices.
While the Canadian pension fund sees great opportunity throughout Asia’s emerging markets, it currently views India as the most investable and viable from an infrastructure investment perspective.