Tag: private credit

The world's largest asset manager continues its expansion into alternative investments as its adjusted operating margin hits its highest in nearly five years.

Investors are rotating capital from cooling private credit into AI-focused venture and private equity, but the industry’s rapid expansion is colliding with new questions regarding liquidity and performance.

As foreign capital flees and energy risks mount, a shift toward professional wealth management is testing the resilience of what is now the world's sixth-largest economy.

Emerging markets chief Polina Kurdyavko warns that a looming energy shock is rewriting the global market playbook and pushing investors toward defensive credits in the unlikeliest of places.

The Mumbai-based firm secured full commitments for its first special opportunities fund as institutional interest in India’s private credit market continues to grow.

As capital flows surge across Asia, the $1-trillion firm calls for a focus on investor education to anchor the industry’s aggressive push into the mass affluent segment.

While US tech giants dominate the spotlight, Steve Alain Lawrence says the overlooked AI opportunities in 2026 lie in Asia’s supply chain and real-economy applications.

Private wealth and ultra-high-net-worth investors are shifting allocations toward income-generating illiquid strategies like private credit and music royalties, while Partners Group's Asia head sees more opportunities in China and India despite market scepticism.

The wealth manager's Asia and Middle East chief investment officer is positioning portfolios with a US underweight and value tilt while cautioning that private credit's apparent stability may prove illusory during market stress.

Ultra-high-net-worth investors are letting go of traditional market timing to rebuild portfolios around long-term population shifts, prioritising Asia-Pacific residential hubs and U.S. healthcare over short-term valuation plays.

In a wide-ranging discussion, Hsiao Ching, head of investor solutions for private wealth at Seviora Group, highlights how Asia’s ultra-wealthy are adapting portfolios to slower exits, generational change, and evolving private bank roles.