Lucas Cacioli

Policy credibility and deepening capital markets are transforming Asian fixed income from a tactical play into a strategic allocation, even as managers debate whether the region can compete on yield with other emerging markets.

Infrastructure, mid-market corporate lending and emerging areas such as fund financing continue to attract capital, supported by structural financing gaps and resilient cashflows.

From London offices to build-to-rent platforms, Australia's third-largest pension fund has transformed its global property portfolio through thematic investing focused on demographic shifts and technological disruption.

Private credit assets are expanding quickly in Asia, but the region is still far from the saturation and loose structures seen in the US and Europe.

Asian emerging market local bonds offer lower yields than Latin American or Eastern European peers, but the region's stability, reforms and shock resilience are boosting its appeal for global investors.

High‑yielding carry trades and surplus‑backed currencies are drawing different institutional investors to Asia, as managers weigh how to balance cyclical opportunities with long‑term stability.

As bond–equity correlations shift unevenly across Asia, investors are rethinking how to structure portfolios.

The Australian pension fund has joined forces with Equitix and the UK’s National Wealth Fund to establish Eelpower Energy, marking its debut direct investment in Britain's energy transition.

With yields elevated, currencies stabilising and liquidity improving, Asian local currency bonds are drawing greater attention as investors diversify away from dollar assets.

After years of elevated bond–equity correlations, signs of decoupling are emerging in Asia. But the pattern is uneven, with inflation expectations, central bank credibility and market structures shaping whether bonds can reliably diversify portfolios again.

The family office’s managing partner discusses entrepreneurial risk appetites, the need for better education on the digital assets space and why China needs to be a part of investors’ long-term strategies.

Despite fiscal strains in developed markets, Asian investors continue to favour sovereign debt. Managers say allocations remain stable, though yield dynamics and sector fundamentals show where flows could shift if preferences change.