2025 played out very differently across Asia-Pacific than in Western markets. While global allocators grappled with higher rates and liquidity recalibration, APAC investors navigated regional divergence, policy nuance, and resilience-driven portfolio design — often with a longer-term lens.
From the sidelines of our APAC forums across Australia, Korea, Singapore, and Bangkok, allocators, CIOs, and private wealth leaders shared how they are actively retooling portfolios — balancing public and private markets, reassessing risk, and leaning into real assets, alternatives, and structural growth themes unique to the region.
🔥Request the agendas for the next Investors Forums:
March 17, 2026 in Sydney, Australia
April 21, 2026 in Tokyo, Japan
What emerged wasn’t a single APAC narrative, but a set of distinct regional playbooks — each shaped by local market dynamics, capital flows, and institutional priorities — offering a clear read on how Asia-Pacific capital is being positioned heading into 2026.
These conversations offer a clear look at APAC investment priorities in 2025 — and an early signal of how capital is being positioned heading into 2026. Read and watch the interviews below.
How top allocators are rebuilding portfolios in Korea
In Seoul, allocators shared candid, real-time views on navigating sticky inflation, shifting rate expectations, and an evolving public-private mix.
From private market pacing to liquidity pressures and policy risk, the focus was clear: building resilient portfolios for a more fragmented global landscape heading into 2026.
Inside ALTS Singapore 2025: Asia’s top allocators discuss retooling portfolios
At Capella Singapore, Asia’s leading allocators, fund managers, and family offices tackled what disciplined portfolio construction really looks like in a higher-rate world. From private markets and institutional capital to the role of alternatives, the conversations cut through theory to what’s actually working on the ground.
Private Wealth Australia 2025: Macro shifts, agri-investing & role of resilience
In Sydney, private wealth leaders focused on resilience as both a mindset and a strategy.
Real assets, agriculture, and natural capital took center stage, alongside disciplined diversification and adaptability as allocators navigated volatility, China’s influence, and long-term client objectives.
Bangkok Playbook: Big ideas from the Asia Pacific Retreat
In Bangkok, Asia’s allocators zeroed in on governance, FX, private credit, and generative AI as defining forces shaping regional portfolios.
Beyond the sessions, candid sidelines conversations revealed how CIOs are reassessing risk, liquidity, and past decisions as global markets listen closely to Asia’s next moves.
