May 2026
Performance News Trends Regulatory updates
Asia’s Rising Influence Across Alternatives
This month, we turn to Asia as a rising force in alternatives, with Marex’s Amy Cheung exploring why allocators are seeking more flexible, liquid and selective exposure across China, Japan and wider regional growth themes, while CSC’s Mandy Lam examines how the region is moving from a diversification story to a structurally compelling destination shaped by private wealth growth, governance reform, technology adoption and long-term infrastructure demand. Asia Alpha Systems’ Sammy Lee looks at Japan’s corporate reinvention and the opportunity it creates for disciplined long/ short investors, while Simmons & Simmons Hong Kong’s Ivy Yam and Shanghai YaoWang Law Offices’ Melody Yang assess China’s booming quant sector and its increasingly sophisticated regulatory framework. Elsewhere, Money Maze’s Simon Brewer and broadcaster John Inverdale interview SURJ’s Danny Townsend on Saudi Arabia’s longterm sports investment strategy; AIMA’s Tom Kehoe considers why institutional investors see private credit stress as selective rather than systemic; CAIA’s Aaron Filbeck explores how semi-liquid funds and tokenisation are reshaping private market access; and, in Letter from America, Prosek Partners’ Mark Koller writes on the growing role of family offices as patient, long-term alternatives investors.
A Brodie Consulting publication in conjunction with Capricorn Fund Managers and RQC Group.
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