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.
Fund Managers
Infrastructure, mid-market corporate lending and emerging areas such as fund financing continue to attract capital, supported by structural financing gaps and resilient cashflows.
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Crashing panel prices and oversupply have hit manufacturers hard, driving investors toward renewables with storage.
The 2025 SCO meeting highlighted further moves toward a new global order, as the Eurasian group's members back regional security, tech innovation and new investment pathways across Asia.
The region has emerged as a powerhouse in global green finance, capturing half of the world's energy transition investments over the past year.
In this edition of our quick fire Q&A, AsianInvestor catches up with Capital Group's Asia and Europe client group institutional head.
Institutional investors from Singapore, Qatar and Canada are backing a $13 billion Series F fundraising round for the AI platform Anthropic; Temasek is set to make a minority investment in Nuveen's private credit arm; AustralianSuper to keep US Treasury holdings; and more.
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.
Rising global security pressures and surging defense budgets are prompting institutional investors across Asia and beyond to recalibrate their strategies.
With US monetary policy entering a new phase, Asian credit markets are attracting attention thanks to cleaner corporate balance sheets and an attractive yield profile.
Fallen developer Evergrande’s Hong Kong delisting casts a spotlight on China’s property crisis and raises fresh questions about the battered sector's future role in the world's number two economy.
With sentiment weighed down by US trade policy, a 19% property investment decline in Q2 masks a major strategic shift, as capital flows into sectors including data centres and South Korea's logistics sector.
