Topic
Every InvestIQ Asia story tagged Japan. Subscribe below to get the latest intelligence by email.
Asset Owners
12 Oct 2026
Mubadala has restated its intention to deploy approximately $39 billion annually while raising its Asia portfolio weight. GIC has moved to a refreshed investment framework organised by return drivers and is expanding hedge-fund allocations. Both moves point to greater selectivity rather than broad beta expansion.
Asset Owners
7 Oct 2026
Asia currently accounts for roughly 10 percent of the fund’s private equity portfolio. That share is expected to double over the next three to five years as the A$430 billion pension fund seeks higher returns in markets with lower private equity penetration.
Opinion
2 Oct 2026
The Bank of Japan’s Summary of Opinions from the September meeting, released around 1 October, shows board members debating a faster path of normalisation after the policy rate reached 1.25 per cent, the highest since 1995. For Japanese asset owners the practical question is no longer whether domestic bonds exist as an option. It is whether rising JGB yields and a more active BoJ make home-market fixed income competitive enough to matter inside existing allocation bands.
Analysis
2 Oct 2026
From Tokyo’s policy calendar to private-market under-allocation and another round of private-bank hiring, the week ending 2 October left a clear message for CIOs and heads of allocation. Japan is again a rates-and-governance story, Asia private markets remain structurally under-owned relative to GDP weight, and franchise building in private wealth has not paused.
Asset Owners
2 Oct 2026
Across the region, sovereign, pension and insurance balance sheets are treating gold as portfolio infrastructure: Hong Kong is deepening market plumbing and MPF access paths, Korea has widened reserve implementation tools, and Japanese institutional investors are looking beyond domestic bonds and currency risk. The common theme is diversification under a wider set of macro outcomes.
Opinion
23 Sep 2026
UOB has earmarked about S$800 million over five years to grow its private bank, including people and technology. Chew Mun Yew, head of the private bank, said the plan includes adding about 50 relationship managers a year and developing Hong Kong capability, with offshore clients from Hong Kong, Japan and Korea in scope. The analytical point is franchise build versus waiting for consolidated books.
Asset Owners
16 Sep 2026
Japan’s Government Pension Investment Fund continues to operate a four-box listed policy mix, with alternatives limited to 5 per cent inside those boxes. Korea’s National Pension Service has written a 14 per cent alternatives allocation, including private debt, into its 2026 plan. The two funds sit in the same regional coverage universe. Their mandates do not.
Opinion
15 Sep 2026
Nippon Life and Japan Post Insurance still run enormous yen bond books against multi-decade policy liabilities. Public filings show the duration gap is real and the private-credit rotation is underway. They do not show a concealed solvency crisis or an unprecedented blow-out in mismatch.
Asset Owners
11 Aug 2026
Japan’s Government Pension Investment Fund has recorded a historic performance milestone while state officials move to grant the sovereign entity broader investment boundary permissions.
Independent intelligence for CIOs, asset owners, private-bank investment leads, and institutional managers across Asia Pacific.
Managed by InvestIQ Asia Research. Primary-source analysis of capital deployment and portfolio decisions.