Volatility, inflation, AI froth, geopolitics — allocation just got harder. This Global Alts Asia 2025 panel breaks down where the smart money is going now: uncorrelated hedge fund strategies, selective private markets, and a bigger APAC tilt for diversification and growth.
- Speakers
- Amy Cheung, Director, Asia Capital Introduction, Marex Prime Services (Moderator)
- Faris Jamal, Co-Head, Public Markets, Khazanah Nasional Berhad
- Darren Wolf, Global Head, Multi-Asset & Alternatives, Aberdeen Investment
- Thijis Aeten, CEO, Asia-Pacific, APG Asset Management
- Wai Leng Leong, MD & Regional Head, Asia Pacific, La Caisse
- Key takeaways:
- Hedge funds are back: Higher rates + volatility = better alpha conditions and lower correlation versus equities/credit.
- Privates with purpose: Institutions lean into energy transition, resilience, and long-term megatrends over headline-driven rebalancing.
- APAC allocation: Growing middle class and diversification benefits; Asia underrepresented in many market-cap–weighted portfolios.
- Risk & governance: Diligence, structure, and values-aligned partners remain central to managing drawdowns and reputational risk.
Filmed live at Global Alts Asia 2025
