Lucas Cacioli

3 weeks ago | asianinvestor.net | Lucas Cacioli

Leading Asian insurers are restructuring their investment approaches in response to trade conflicts and policy uncertainty, creating new risk management strategies designed to navigate an increasingly fragmented global economy. Asian life insurers are deploying sophisticated risk management techniques to navigate mounting economic and geopolitical uncertainties, according to senior executives speaking at AsianInvestor's 20th Asian Investment Summit on May 22.

3 weeks ago | asianinvestor.net | Lucas Cacioli

Institutional investors across Asia Pacific remain committed to increasing private markets allocations but they're showing clear preferences for developed markets, private credit and technology-enabled investments amid global uncertainties. Investment institutions in APAC plan to increase their private market allocations from 35% to 38% over the next 3-5 years, although growth is slowing as investors become more selective, according to a State Street annual survey.

3 weeks ago | asianinvestor.net | Lucas Cacioli

The definition of infrastructure is transforming as emerging technologies and sustainability needs create new investment categories, with institutional investors adapting strategies to capitalise on these evolving opportunities.

3 weeks ago | asianinvestor.net | Lucas Cacioli

While most global investors struggle with talent acquisition and scaling challenges in Asian credit markets, CPP Investments has built a distinctive operating model. The scarcity of experienced credit professionals in Asia has emerged as a critical bottleneck preventing global investors from capturing opportunities in the region's vast but under-penetrated private credit market, according to Raymond Chan, managing director and head of Asia Pacific Credit at CPP Investments.

1 month ago | asianinvestor.net | Lucas Cacioli

Multiple catalysts beyond dollar weakness signal potential sustained revaluation of emerging market equities, as correlations with developed markets continue to decline. Global investors are increasingly eyeing emerging markets for a potential sustained rerating, with structural reforms and shifting trade patterns creating opportunities beyond traditional currency dynamics.