Li Cheng Capital family office balances full-return and catalytic assets

The Hong Kong-based firm structures its impact portfolio with two-thirds in traditional private equity-style investments and the remainder in subsidised, high-risk assets designed to build out strategic ecosystems.

Japan's 'Takaichi trade' momentum sparks sector shifts

With defence, tech, infrastructure and energy in focus, investors are rotating into key sectors while watching inflation and forex risks.

Australia strikes Southeast Asia private-credit partnership with IFM Investors

Export Finance Australia (EFA) will provide up to $175 million for IFM Investors’ private credit capabilities to partner with businesses in fast-growing region.

Nearly 60% of APAC investors favour Europe's long-term opportunities over other regions

A new survey by BNP Paribas Asset Management shows Europe is gaining ground in 76% of APAC investors’ portfolios. Here’s why.

Taking a selective approach to European real estate

In a maturing private markets landscape, being selective counts. European real estate offers renewed opportunities for investors who take a disciplined, sector-specific approach as they eye assets with strong fundamentals and structural growth potential, according to specialists at Principal.

Resilient returns: unlocking fixed income’s potential in volatile times for Asian institutional investors

In the dynamic landscape of global fixed income (FI) markets, understanding the key drivers and effectively navigating volatility are crucial for achieving resilient returns – especially in today’s era, says Pilar Gomez-Bravo, co-chief investment officer, FI, at MFS Investment Management.

Global equity investing: where in the world are your returns coming from?

For PineBridge Investments, one of the most consistent sources of alpha historically has been to use a company’s lifecycle stage as a more accurate way to spot mispricings and identify growth prospects.

ETF Impact Report: Trends & Forecasts Ahead

What’s next for today’s dynamic ETF market? Download State Street Investment Management’s latest report to uncover the top ETF trends, market shifts, and bold forecasts shaping tomorrow.

For information about this email newsletter, please contact:
Peter Brieger peter.brieger@haymarket.asia

For information about sponsoring this email newsletter, please contact:
Edith Fung edith.fung@haymarket.asia

You are currently subscribed to the AsianInvestor Daily as *|EMAIL|*

Has this message been forwarded to you? Register now to receive this newsletter direct in your inbox.

To unsubscribe: Click Here

If you wish to unsubscribe to all Haymarket Media Ltd emails, please click here.
Haymarket Media Ltd . 12/F, 1202-05 308 Central Des Voeux, 308 Des Voeux Road Central, Sheung Wan, Hong Kong