Nvidia signs MoU with Apollo, Blackstone, BlackRock and others for $500bn infrastructure financing
The world’s largest asset managers will raise $500bn in third-party capital to build “AI factories”.
Studies
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Global dividends hit a new Q3 record driven by financials
Hong Kong dividend payouts were up over 15% to a record $9.4bn in the third quarter, according to a Capital Group report.
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Asset management industry AUM surpasses 2021 highs
Passive strategies continue to grow as active assets shrink, with the exception of alts, according to a Thinking Ahead Institute study.
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Study finds ESG resilience among Apac investors
Energy transition, nature-related issues and artificial intelligence (AI) are prominent investment themes, according to the Capital Group study.
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Financial security tops legacy planning in Asia: Survey
Families in the region fear wealth won’t last beyond the next generation, a Sun Life survey found.
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Apac commercial property investment volumes hit record high
Full-year volumes on track to surpass $195bn, according to Knight Frank research.
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Wealth firms slow to adopt private market allocations: Study
Wealth firms do not expect a significant change in client portfolio allocations to private markets, according to a study by the Thinking Ahead Institute.
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Report: Singapore banks lead in AI adoption
But the Lion City’s financial firms also have the highest client loss rates.
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Apac individual investors have increased cash levels, Fidelity study finds
Market volatility in 2025 is testing individual investors in the Asia Pacific who have adopted a more cautious stance.
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Goldman Sachs: Family Offices maintain risk-on allocations
Family offices favour investment strategies that balance structural resilience with higher risk premia, a Goldman Sachs survey found.
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Morningstar: Only 13% of active China funds outperformed in 2024
Despite a bull market beginning in 2024, most active China funds have underperformed their passive counterparts, according to a Morningstar report.
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Survey: Apac wealth managers’ demand for alts rises
Private credit and hedge funds are the most popular in the region.
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GMO says US exceptionalism unlikely to repeat
GMO’s asset allocation team warns that the drivers of US exceptionalism are starting to reverse or fade.
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Gold’s safe haven effect in market crises ‘fading’, claims study
Gold is increasingly acting like a risky asset, according to an academic paper from the University of Stirling.
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Manulife Survey: active retirement strategies support long-term quality of life
Evolving definitions of longevity underline the need for diversification and sustainable income streams in retirement, says Manulife’s Calvin Chiu.
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Hong Kong enjoyed an 81% rise in net fund inflows last year
The total AUM rose to HK$35.1trn ($4.53trn) as at end-2024, driven by net fund inflows of HK$705bn, according to an SFC survey.
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Costly HK and Singapore: Julius Baer report
Singapore and HK are among the three most expensive cities in the world.