The 5th Annual Korea Investors Forum brought top allocators together in Seoul to break down the macro forces shaping global portfolios — from shifting rate expectations and sticky inflation to the evolving mix between public and private markets.
During the event, panelists examined how Korean investors are navigating slower growth, currency risk, global diversification, and the renewed focus on real assets, private credit, and long-duration opportunities.
On stage, speakers explored how institutions are rethinking portfolio construction for a more volatile cycle, how valuations across private markets are resetting, and what the next phase of cross-border investing may look like. Conversations also touched on the operational and cultural considerations behind more holistic portfolio frameworks, including elements of the total portfolio approach and how they may apply in the Korean context.
🔥 Request the agendas for our brand new Asia Investors Luncheons in 2026:
Taiwan – March 5: https://hubs.li/Q03SYq4L0
Singapore – March 12: https://hubs.li/Q03SYp-l0
Hong Kong – March 19: https://hubs.li/Q03SYpD70
From the sidelines — filmed in real time as the forum unfolded — allocators shared candid views on interest-rate trajectories, private market deployment in 2025, structural inflation, liquidity pressures, and how Korean institutions are adjusting their global strategies. The interviews captured what investors are watching closely heading into next year: policy risk, dispersion, and the search for resilient long-term themes.
Watch the “From the Sidelines” interviews below.
“Establishing a strong organizational culture is the key to adopting Total Portfolio Approach — but we must first define what that really means.”
🎥 Watch the interview with: Seonghun Min, Professor at the University of Suwon
“Improving risk-adjusted returns and creating a more flexible organizational culture are the two core drivers behind our adoption of the Total Portfolio Approach.”
🎥 Watch the interview with Hoon Lee, Chief Investment Officer at the Korea Investment Corporation
“AI is already reshaping South Korea’s economy — boosting semiconductor exports today while redefining the labor market for tomorrow.”
🎥 Watch the interview with Jiuk Choi of Korean Investments
Looking Ahead
🔥 Request the agenda for our brand new Investors Luncheons in 2026:
Taiwan – March 5: https://hubs.li/Q03SYq4L0
Singapore – March 12: https://hubs.li/Q03SYp-l0
Hong Kong – March 19: https://hubs.li/Q03SYpD70
