Opportunities remain within Southeast Asia for asset managers

Written by Adam Cadle

11/05/2023

Opportunities remain within Southeast Asia for asset managers capable of delivering returns in private equity, infrastructure, private debt, and real estate, a new report published by Cerulli has revealed.

Southeast Asia is a market of great potential, the report stated, and “the radically different investment environment has not dulled the appetite for private markets”.

Cerulli said there is a great deal of dry powder in private equity and infrastructure remains popular because it is considered a hedge against inflation.

At the same time, the inflationary, high-interest-rate environment is bringing fixed-income allocations back into the foreground, as institutional investors reassess the opportunities in both public and private debt. Within fixed income, the dollar-denominated Asian investment-grade bonds, including corporate, offer the best risk-adjusted potential. Sustainable bonds are also of interest according to the report.

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