Episodi

  • Capital, risk and return: Putting derivatives to work in insurance portfolios
    Oct 12 2026
    As insurers in Asia Pacific adapt to risk-based capital rules, derivatives can sharpen asset-liability management, offer control of portfolio risks and potentially improve returns, without forcing costly changes to physical holdings, according to BNP Paribas Asset Management’s Arnaud Lebreton, global head of insurance coverage, and Stéphane Marot, head of derivatives for Japan.
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    8 min
  • Beyond capital adequacy: Four insights from Europe for Apac insurers
    Sep 9 2026
    Europe’s experience under Solvency II shows how insurers’ priorities can evolve from regulatory compliance towards sustainable capital generation, balance-sheet stability and liquidity under stress. For insurers in Asia Pacific (Apac), four observations stand out, says Soraya Kazziha, Managing Director, Institutional Capital Insurance Solutions, at Blue Owl Capital.
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    8 min
  • Beyond the dollar: Why euro credit is becoming a global opportunity
    Sep 14 2026
    A deeper, more global euro credit market is creating potential opportunities for investors seeking to diversify dollar-heavy portfolios. Capturing them, however, requires looking beyond headline spreads to sector composition, maturity and relative value.

    By L&G's Ian Hutchinson, Head of Global Bond Strategies - Benchmark; Marc Rovers, Head of European Credit; and Lan Wu, European Credit Portfolio Manager.

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    10 min
  • APAC’s next cycle: AI, ETFs and alternatives reshape investor playbooks
    Jul 29 2026
    Investor preferences are shifting quickly, but not always in the same direction. Asia Pacific (APAC) remains a region of sharply different market structures, distribution models and regulatory regimes, which means what works in one market may not translate cleanly to the next. Dan Watkins, CEO for Asia Pacific at J.P. Morgan Asset Management, says the job for asset managers is to stay close to how decisions are being made amid the increasing role of AI, active ETFs and private markets in portfolio conversations – and to execute well as playbooks change.
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    7 min
  • Alternative credit: Diversifying the drivers of risk and return
    Aug 31 2026
    As AI-driven concentration risk reshapes direct lending, Nuveen's latest insights explore how institutional investors in Asia Pacific (Apac) are building genuine diversification across alternative credit – without accumulating hidden risk. The key is to create more resilient portfolios by moving beyond concentrated direct lending toward energy infrastructure credit and real estate debt.
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    7 min
  • From benchmarks to outcomes: A Total Portfolio Approach to fixed income
    Jul 17 2026
    Benchmarks remain a vital tool for active fixed income investors, but they were never meant to be the final destination. As market dynamics become more complex and investor priorities evolve, allocators are increasingly adopting a total portfolio approach (TPA), focusing more on whether portfolios are delivering the outcomes that matter most to investors. By L&G's Alex Mack, Head of Rates and Inflation; Ian Hutchinson, Head of Global Bond Strategies - Benchmark; and Radha Mathur, Fixed Income Investment Specialist.
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    10 min
  • From benchmarks to outcomes: A Total Portfolio Approach to fixed income
    Jul 17 2026
    Benchmarks remain a vital tool for active fixed income investors, but they were never meant to be the final destination. As market dynamics become more complex and investor priorities evolve, allocators are increasingly adopting a total portfolio approach (TPA), focusing more on whether portfolios are delivering the outcomes that matter most to investors. By L&G's Alex Mack, Head of Rates and Inflation; Ian Hutchinson, Head of Global Bond Strategies - Benchmark; and Radha Mathur, Fixed Income Investment Specialist.
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    10 min
  • Value add in European real estate and speed of obsolescence
    Jul 7 2026
    Real estate is racing to catch up as technology, regulation and capital costs accelerate obsolescence. Robert Balick and Frédéric Laurent of BauMont Real Estate Capital, in which M&G Investments holds a majority stake through its real estate platform, examine how value add strategies are evolving and why building portfolios around more than one market story is becoming increasingly important.
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    8 min