Decoding the relationship between gold and Bitcoin will be vital for institutional portfolios in 2026

While gold remains the time-tested defensive anchor, Bitcoin, for all its volatility and structural immaturity, offers something else

The super-rich are being pitched Hong Kong’s low taxes, wide talent pool, and booming equities capital market to bring the wealthy back.

Super rich regain zest for Hong Kong as war stokes Gulf unease

The city’s new family offices rise 25% to 3,384 at the end of last year

South-east Asia can produce strong exits, but expectations were arguably set too high, too soon, says the writer.

Is South-east Asia’s startup ecosystem stalling or simply maturing?

The region is not facing an exit drought. Here’s what is really happening

An Israeli artillery unit firing towards Lebanon on Mar 17. Emerging and Asia-focused markets have fallen some 5% to 9% since the crisis erupted on Feb 28.
RETHINKING MATTERS

The Iran war: Will it stay? Or will it go now?

The longer the conflict drags on, the worse the outcome for both the global economy and global markets

The current carried interest measure in Hong Kong, under which profits are not taxed, applies only to private equity investments.

Hong Kong close to proposing tax cuts to lure asset and wealth managers

Dubai and Singapore’s tax perks draw fund managers, pulling wealth and investment away from Hong Kong

The upheaval in the private debt market due to software-as-a-service exposure is likely to create opportunities in distressed debt.

Robust growth seen for Asia-Pacific private debt

Lighthouse Canton’s Sanket Sinha expects the market to expand by 15-20% a year

Private credit funds are seeing their "first true outflow cycle", says Morningstar's Brian Moriarty. "It's up to asset managers to prove they can handle that pressure."
MIND THE GAP

Redemption gates in private credit: stress signal or protective feature?

Gating isn’t a denial of investors’ rights, but a mechanism to protect the interests of the fund and investors

Salesforce's main AI product, Agentforce, has grown from zero to US$800 million in annual recurring revenue in 15 months, with more than 29,000 deals closed.
A SMART LOOK AT INVESTING

‘SaaS-pocalypse’ revisited: Three fears answered

Such software companies are not out of the woods, but the ones that thrive are those that fix customer pain points

Funds deployed to private credit in the Asia-Pacific are a small fraction compared with those allocated in the US, despite the region being the engine of global growth.

Asia avoids US-style crowding in private credit, says Lighthouse

Private credit in Asia is shifting from a niche alternative to a vital pillar of corporate finance

Investing skill is about constructing portfolios that are aligned with one’s objectives, constraints and tolerance for uncertainty.
INSIGHTS FROM CFA SOCIETY SINGAPORE

What retail investors should focus on: stable market principles

They can also rely on technology to build a strategic allocation that is aligned with their needs