The asset class cannot be treated as a monolith, as there are critical distinctions across global infrastructure, regional dynamics and liquidity structures, says Simon La Greca.
Bracing for a "polycrisis" world, the Singaporean investor is targeting 5% allocations to private credit and infrastructure alongside portfolio-wide AI adoption.
Portfolios are turning to pan-Asian strategies to leverage the region's diverse developed and emerging markets for low-correlation returns, according to a report by Moody's Ratings.
APAC allocators are recalibrating their portfolios to focus on compelling valuations, the infrastructure boom and a rising regional appetite for private credit, according to a report by Preqin.
As the asset class expands across the region, Benjamin Deng argues the real challenge is not asset growth but the lack of diversification and liquidity mismatch.
Investors are turning to AI and a booming secondary market to navigate a prolonged liquidity crunch, according to State Street’s 5th annual global private markets study.
As mature tech hubs face severe land and power bottlenecks, a shifting regulatory landscape and institutional private credit are driving a massive 24% CAGR across emerging regional corridors.
As algorithmic disruption and shifting market structures end the era of easy beta, institutional investors are diversifying beyond US corporate lending towards asset-based finance and markets in Europe and APAC.