Fixed Income

European equities offer Asia-based allocators a compelling mix of policy-driven growth, improving earnings momentum and attractive valuations, says Hilde Jenssen.

Sri Lanka’s largest life insurer is balancing a conservative portfolio with bold expansionary moves.

Artificial intelligence (AI) remains the dominant investment theme across North Asia, but institutional investors are no longer approaching Japan, South Korea and Taiwan as a single regional trade.

The asset class cannot be treated as a monolith, as there are critical distinctions across global infrastructure, regional dynamics and liquidity structures, says Simon La Greca.

Institutional investors are narrowing their China focus on domestic semiconductors and industrial policy plays, while rising geopolitical and currency risks fuel a broader "home-shoring" trend across Asia.

Shariah-compliant debt is evolving into a truly global asset class, supported by sustained dominance in the Gulf and Malaysian strongholds, and a push into new regional frontiers like the Philippines and Sri Lanka.

As the asset class expands across the region, Benjamin Deng argues the real challenge is not asset growth but the lack of diversification and liquidity mismatch.

Institutional investors are preparing to increase EM allocations in 2026, undeterred by geopolitical tensions and energy volatility.

Oil has drifted lower since the Iran war spike in March. Defence budgets and central bank gold purchases have not. The divergence is reshaping the emerging market investment case.

The carrier chooses asset-liability matching and robust corporate earnings to navigate complex geopolitical and consumption headwinds in 2026.

As bonds risk losing their status as the portfolio’s primary shock absorber, Australia’s second-largest pension fund is repositioning currency at the core of its diversification strategy.

Pension and sovereign wealth funds are increasingly turning to emerging market bonds to capitalise on structural reforms.