While Nvidia's AI-driven growth may stoke investor appetite for US tech giants' shares, it also amplifies concerns around elevated valuations and portfolio concentration risk. . #asia #technology #us.

Join us on 13 November in Bangkok for the 15th Southeast Asia Institutional Investment Forum! This high-level gathering will bring together senior investment leaders to discuss the strategic decisions shaping institutional portfolios in the region:

Brookfield has partnered with Japanese multinational Hitachi and global commodities trader Hartree Partners to fund battery energy storage systems and promote sustainable digital technologies in the country. . #alternatives #esg.

Retirees will lose if pension fund operators succumb to pressure to keep more investment on the home front, warns a former CIO of Korea’s Public Officials Benefits Association (POBA). . #pensionfunds #australia.

Indonesia’s new sovereign wealth fund, Danantara, is forging global alliances and enlisting prominent advisors to drive the country’s economic transformation. . #sovereignwealthfund #indonesia.

As the US dollar loses strength and tariffs become a relevant factor, Sam Yu, chair of the Hong Kong Investment Funds Association, highlights a growing trend among investors exploring private credit in new geographies for diversification. . #alternatives.

JRT Partners' CIO Tuck Meng Yee sees tactical opportunities across private credit and private equity, while steering clear of overvalued segments and emphasising timing and selectivity. . #privatecredit #familyoffice.

With assets under management now clocking in at over $200 billion, Taiwan's exchange-traded funds market has catapulted to third spot in the region behind China and Japan. . #taiwan #etf.

As asset managers experiment with hybrid intelligence systems and agentic AI, the foundations of investing are being rebuilt with algorithms at the core. . #AI #tech #fundmanagers.

Mahesh Harilela argues for active participation in transformative sectors beyond wealth preservation, advocating for regional startup support to tackle unique Asian challenges from AI for multilingual populations to sustainable energy solutions.

Join us for the opening panel at the 17th Insurance Investment Briefing on 16 September in HK. Gain insights on portfolio readiness for volatility, governance and risk management strategies, and balancing diversification and liquidity for success:

Malaysia's SWF Khazanah Nasional explores cross-border partnerships with France and Italy; ICICI Prudential Asset Management seeks IPO approval in India, and more. . #assetowners #assetmanagers.

Fixed-income assets and active portfolio strategies are in favour as managers reassess their priorities, Invesco says. . #china #assetmanagement #digitalassets.

One of the Southeast Asian nation's two sovereign wealth funds, INA has added critical minerals as well as food and agriculture to its portfolio. . #swf #indonesia.

Zurich promotes Jim Qin to Hong Kong insurance head; Clifford Capital taps Schroders' Lily Choh as CEO; HSBC ropes in new Bermuda insurance CEO from Sun Life; Hines makes senior promotion in Singapore; and more. . #peoplemoves #assetmanagers #assetowners.

In this new edition of our quick fire Q&A, AsianInvestor catches up with Keiko Kondo, Schroders' head of multi-assets for Asia. . #fundmanagers #ExecutiveExchange.

Mumbai-based single family office Artha India Ventures is bucking the trend of spray-and-pray investing with a disciplined approach that doubles down on real businesses over hype-fuelled startups. . #familyoffice #india.

Global institutions are trimming their Greater China exposure, managing low-probability conflict risks on the back of souring relations between Beijing and Taipei. . #china #geopolitical #investments #taiwan.

Oman's sovereign wealth fund is backing the sultanate's first energy transition fund as part of efforts to develop the economy and hit net-zero greenhouse gas emissions by 2050. . #esg #fundmanagers #assetowners.

Even as sectors like aviation slow a global energy transition drive, Temasek investor is upping sustainable living investment in its $324 billion portfolio. . #esg #singapore #swf #sustainability.