The alternative asset giant aims to channel Japanese private savings into its $8 billion infrastructure platform as retail investors seek stable yields.
While maintaining a neutral short-term stance on Japan after its rally, Leung remains positive on its medium-term outlook. She also highlighted strong client demand for alternatives - both for diversification and return enhancement.
Lim’s insights cut through the noise of modern portfolio management, framing gold not as a safe haven but as an active return driver, ETFs as tools rather than solutions, and China’s discounted valuations as one piece of a global puzzle.