From AI-driven capex and service digitalisation to a weaker US dollar and stronger domestic markets, investors see emerging Asia, selective European value, and high‑quality franchises as the main winners in a fragmented global equity landscape.
IAG names Phillip Gibson as New Zealand CEO; Brighter Super appoints David O’Donnell as interim CIO; Cbus Super hires Tim Elliott as new CFO; and more.
The Singapore-based firm is widening its focus beyond the US to North Asia, Europe, and Australia for late-stage secondary deals — prioritising companies with clearer profitability and a short liquidity horizon.
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With living and data centres drawing capital while China logistics and parts of industrial lagging, investors must be selective amid tighter pricing and development risks.
AI investment themes for 2026 may centre on infrastructure enablers, upstream semiconductors, and strong Asian players, with regulatory and capital expenditure concentration as key risks.
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With the country's fund universe expanding sharply, the Dinesh Hinduja Family Office demands manager accountability and conviction. Its disciplined “right to win” framework rewards substance over style.
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.