Joe Gagnon and Carl Ge are co-heads at Rava Partners, the real assets investment platform of Hillhouse Investment focused on Asia Pacific. In 2022, Rava’s inaugural $2.1 billion fund was the largest first-time fund ever raised in the real assets sector with the mandate to invest in new economy sectors such as logistics, digital assets, life sciences, healthcare, education and other specialized asset classes. Kali Persall, editor of Institutional Investing in Infrastructure (i3), recently interviewed Gagnon and Ge about why Asia Pacific is the next fertile ground in the hunt for assets and returns. The following is an excerpt of that conversation.