Victor Ko, managing director at Neuberger Berman, explains why asset allocators should take a closer look at one of private markets' most compelling opportunities.
Some structural reallocation is underway in Asian insurance portfolios. Asset allocations are increasingly focused on illiquidity and complexity as sources of return enhancement. Rather than chasing yield however, many insurance allocators are thoughtfully implementing privates to diversify existing exposures, help mitigate downside risk, match liabilities and meet regulatory capital requirements. In Hong Kong, the private market playbook offers a wide opportunity set, says Blue Owl’s…
Business conduct risk management is rising up the agenda. Lisa Long, RepRisk head of product management, explains why, and what Asian investors need to know.
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.
Asia’s life insurers are reshaping their product strategies as new index-linked solutions emerge as a powerful new growth engine for protection and wealth. A joint survey by AsianInvestor and FTSE Russell shows accelerating demand for diversified, multi-asset and risk-controlled exposures that can deliver smoother outcomes across market cycles and greater resilience under evolving regulatory regimes. For insurers willing to move beyond traditional benchmarks, the prize is clear: diffe…
By combining its proprietary data and insights with natural language processing (NLP), HSBC is looking to revolutionise trading and risk management strategies for asset owners in Asia.
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?
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.
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.
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.
With private credit no longer a niche investment strategy, but a core component of institutional portfolios worldwide, Macquarie Asset Management explores direct lending and infrastructure debt, including their distinctive features, trends fuelling their growth and the reasons these approaches are gaining traction among investors in Asia.