Webinar recording: Friction Index 2025 - Delving into the Japan, Australia, and China real asset markets
The report highlights a central market paradox: the sectors and regions with the greatest investment potential often present the most significant operational friction, reshaping strategic approaches. Click here to download the full report.
To explore these findings, watch our exclusive webinar featuring experts from Vistra, PGIM, and DWS. The discussion focuses on the implications of the Friction Index and offers actionable strategies for the real asset markets of Japan, Australia, and China.
Key topics discussed:
- Market trends and insights from the Friction Index 2025
- Opportunities by market and sector
- Identifying and addressing key operational frictions
- (Panel discussion) Capitalising on high-opportunity markets: A deep dive into Japan, Australia, and China
Key insights from the expert panel:
- Japan remains a core allocation – but pricing discipline matters.
- Greater China is in a “selective opportunity” phase — not a no-go zone.
- Operational friction is becoming a competitive advantage.
- Localisation is now essential for scaling in APAC.
- 2026 will reward conviction beyond “obvious” themes:
- Living-sector strategies in Hong Kong and mainland China
- Traditional retail in select markets
- Mispriced assets requiring patient capital
Watch the webinar on-demand
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