Episodi

  • Chasing value, taming euphoria: why private markets matter to Asian allocators in 2026

    Chasing value, taming euphoria: why private markets matter to Asian allocators in 2026
    Jan 22 2026
    2025 was a year of resilience and record-breaking returns − but also of extreme volatility. As 2026 gets underway, questions abound about the potential market drivers. Will further US rate cuts materialise, or will sticky inflation derail the script? Are today’s tech titans truly rewriting the productivity playbook, or are we witnessing the early tremors of an AI bubble? And could the reopening of the IPO market lift investor confidence in private markets?
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    6 min
  • Diversifying in fast-growing markets: A compelling case for Saudi Arabian fixed income

    Diversifying in fast-growing markets: A compelling case for Saudi Arabian fixed income
    Dec 18 2025
    As Saudi Arabia pursues new sources of economic growth for the years and decades ahead, investors can explore diversification and returns from exposure to the domestic fixed income market, according to a recent AsianInvestor roundtable with the Public Investment Fund (PIF), State Street Investment Management, and leading investors in Singapore.
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    5 min
  • Inside the new pension playbook: managing liquidity, collateral and margin in APAC

    Inside the new pension playbook: managing liquidity, collateral and margin in APAC
    Dec 8 2025
    Rapid AUM growth has outpaced operational maturity across much of the Asia Pacific (APAC) pension fund sector, leaving many exposed as portfolios tilt further into illiquid assets. Strengthening collateral mobility, liquidity planning and connectivity with tri-party infrastructure is now central to long-term portfolio resilience, believe BNY’s Cherry Li and Nehal Mehra.
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    7 min
  • Time to shine for EM debt

    Time to shine for EM debt
    Dec 8 2025
    Investors can no longer overlook the performance and influence of emerging markets (EM) in the global economy. After delivering robust returns in 2025 despite global volatility, selective parts of the EM debt universe deserve a bigger role in global allocations, say L&G’s Ben Bennett, head of investment strategy for Asia, and Uday Patnaik, head of Asia fixed income and global EM debt.
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    9 min
  • Time to shine for EM debt

    Time to shine for EM debt
    Dec 8 2025
    Investors can no longer overlook the performance and influence of emerging markets (EM) in the global economy. After delivering robust returns in 2025 despite global volatility, selective parts of the EM debt universe deserve a bigger role in global allocations, say L&G’s Ben Bennett, head of investment strategy for Asia, and Uday Patnaik, head of Asia fixed income and global EM debt.
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    9 min
  • Inside the new pension playbook: managing liquidity, collateral and margin in APAC

    Inside the new pension playbook: managing liquidity, collateral and margin in APAC
    Dec 7 2025
    Rapid AUM growth has outpaced operational maturity across much of the Asia Pacific (APAC) pension fund sector, leaving many exposed as portfolios tilt further into illiquid assets. Strengthening collateral mobility, liquidity planning and connectivity with tri-party infrastructure is now central to long-term portfolio resilience, believe BNY’s Cherry Li and Nehal Mehra.
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    7 min
  • Inside the new pension playbook: managing liquidity, collateral and margin in APAC

    Inside the new pension playbook: managing liquidity, collateral and margin in APAC
    Dec 3 2025
    Rapid AUM growth has outpaced operational maturity across much of the Asia Pacific (APAC) pension fund sector, leaving many exposed as portfolios tilt further into illiquid assets. Strengthening collateral mobility, liquidity planning and connectivity with tri-party infrastructure is now central to long-term portfolio resilience, believe BNY’s Cherry Li and Nehal Mehra.
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    7 min
  • Finding resilience in a rocky US credit landscape

    Finding resilience in a rocky US credit landscape
    Nov 28 2025
    In a fluctuating and, frankly, precarious US macro environment, investors are rethinking where in the fixed income landscape to allocate. With diversification essential, we believe US securitised assets and subordinated bank debt offer key opportunities for asset allocators in Asia, say L&G’s Ben Bennett, head of investment strategy for Asia, and Jason Shoup, global co-head of fixed income.
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    7 min