Asian asset owners are reducing equity positions and adding to alternative assets, particularly infrastructure and private debt, as they seek to diversify returns, say experts.
A new report from the Alternative Credit Council – backed by industry experts – sets out the investment opportunities and obstacles posed by the region's private credit markets.
This preference for private credit contrasts with global institutional investors, who seek equities the most in the near term, a new piece of State Street research has found.
The Chinese insurer plans to focus more on collateralised loan obligations and loans, even as the credit cycle looks to be turning.
Private capital raising and investment for emerging Asia shrank last year, but India sharply bucked that trend. Globally, EM private credit and venture capital were also bright spots.