One week away from the US presidential election, investors and experts believe a likely Biden victory would mean more negotiation and potentially a weaker US dollar.
Pent-up demand among Korean asset owners for overseas property is resulting in a rush for logistics deals, but there is less interest in office assets, even in prime locations.
US asset owners seeking diversification and returns in a low-yield environment will find it hard to disregard Chinese deals such as the mega Chinese IPO, despite political tensions.
Tactical global investors are anticipating a possible unwinding of the trend of US equities outperforming the rest of the world, amid speculation that the dollar will weaken further.
In a surprise move, the giant US pension fund has accepted the resignation of its controversial CIO.
Regional asset owners have started jumping into newly issued and highly rated US corporate bonds as they look to take advantage of wider spreads, say fund experts.