Poor investor sentiment is reflected in a depressed sector, from low occupancy to falling profits. There's a strong sense that Hong Kong needs to reinvent itself before investors return.
Even as the Korean pension fund re-examines the appeal of developed markets, it has ventured into its first direct emerging market investments in Asia, its CIO tells AsianInvestor.
The Korean pension fund has calibrated its investment strategy to focus on income generation and incorporate private credit into a barbell approach, as it pursues five key investment themes for 2024, its CIO tells AsianInvestor.
Dutch pension fund manager PGGM plans to allocate 30-35% of its global portfolio to residential assets. Australia's burgeoning build-to-rent (BTR) sector is set to receive a huge chunk of this allocation.
Seller discounts and overseas buyers are fueling a surge of investment in Korean real estate by a fifth this year, in stark contrast to shrinking allocations across the broader region.
In this latest edition of our monthly Q&A, we quiz Hines' chief investment officer for Asia - a leading woman in alternatives - on real estate investing and beyond.
In this outlook, M&G Investments’ Fabiana Fedeli, Jim Leaviss, Richard Woolnough, Emmanuel Deblanc and others explore the potential implications of the evolving interest-rate backdrop for financial markets.
Instead of looking for safe haven assets, family offices in Hong Kong are diversifying their investments and identifying megatrends to keep their portfolios resilient.
Experts highlight the growing divergence between Asian and Western real estate markets, driven by distinct economic cycles, demographic trends, and sector-specific opportunities.