The current macroeconomic climate is uncertain, but a closer look at the Asia Pacific region reveals numerous opportunities for investors with varying risk appetites and investment horizons. Amidst market risks and the consequences of the denominator effect, now is an opportune time for investors to review and diversify their real assets portfolios strategically. This article explores how investors can benefit from ongoing cyclical and secular trends in Asia Pacific, highlighting potential investment strategies (see chart, page 23) and the region’s appeal in a cross-regional investment approach.

As long as interest rates are high and return enhancers are low, investors should take a renewed focus on market fundamentals and assess prospective investments through a clear lens of opportunity: