A survey in Q1 2026 of more than 80 senior executives from 65 leading asset owners by AsianInvestor, in collaboration with Aberdeen Investments, reveals how investors in Asia Pacific are balancing returns, liquidity and capital efficiency in a more complex environment.
A weaker US dollar cycle is boosting the case for emerging markets (EM) debt, with stronger fundamentals enhancing resilience and elevated yields across hard and local currency bonds creating compelling entry points for investors seeking income and diversification, according to MFS Investment Management.
The National Investment Fund of the Republic of Uzbekistan is listing in London and Tashkent, offering the country's first international equity offering for a state entity.
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…
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.
Institutional investors are turning back to Asia, lured by deeply undervalued markets and structural growth opportunities. Khazanah and Income Insurance say Asia’s economic heft and rising private-market participation provide compelling investment opportunities.
Asia‑Pacific private capital investors are scaling back direct China exposure and turning to India and Japan as liquidity pressures drive focus towards managers with dependable, cycle‑resistant returns.