Katrina Lau
Katrina Lau is a senior reporter for Private Equity International based in Hong Kong. Before joining PEI in 2023, she worked for a local television broadcast covering daily news. Originally from Malaysia, Katrina holds a Bachelor’s Degree in Journalism and Sociology from The University of Hong Kong.
The firm has so far explored opportunities in Japan and India, head of Asia-Pacific Stuart Wrigley tells PEI.
The institution aims to increase its allocations to AI-focused investments, private credit and core-plus infrastructure assets by March 2031.
The $1.8trn pension saw its PE portfolio grow by around $1.4bn year-on-year, per its latest annual report.
China’s private equity reset could yield a more disciplined opportunity set for LPs who retain conviction in the market.
Even amid market turbulence and fears over returns, the LPs on the 2026 Global Investor 150 ranking show strong conviction in the asset class.
M&A transactions may see a short-term boost this year ahead of tax changes in 2027.
Private equity is expected to continue serving an important role in the overall portfolio of the pension, which is switching to a total portfolio approach in July.
GPs that can offer a ‘holistic approach’ will benefit, Vikram Lokur, head of institutional distribution for SEA and HK, tells PEI.
LPs are showing increased interest in specialised mid-market strategies – a fact that is reflected in this year’s PEI 300.
While recent AI disruption is yet to infiltrate the PEI 300 ranking, tech-focused managers must be sure to future-proof their operations.