It can be advantageous to look at a geography 'when things are tough', head of APAC PE Lilian Fang said at the Milken Institute Asia Summit 2026. She noted that while US private equity returns have historically outperformed Asia, current market conditions suggest the gap between the two regions may begin to narrow. Fang emphasized that investors should consider regional opportunities during periods of volatility, as Asia could offer relative value compared to the US market.
Her comments reflect a growing interest among institutional investors in diversifying allocations toward Asia amid shifting global economic dynamics. The remarks were made during a panel discussion focused on private equity trends and cross-border investment strategies. AusSuper, one of Australia’s largest superannuation funds, has been increasing its exposure to Asian private equity in recent years.
Fang’s insights align with the fund’s broader strategy to capitalize on long-term growth opportunities in the region. The narrowing returns gap, if realized, could influence future asset allocation decisions across global pension funds and institutional investors.
Source: PE International · Summarized by HeadlinesBriefing