While Korea and Taiwan lead growth in the sector, risks remain, underscoring the need for diversification across asset classes, according to a report by UBS.
Tag : credit
In partnership with L&G Asset Management
Global credit has reset – but the playbook has changed. Alpha will no longer come from simply accessing spread, but from integrating credit, rates and regional insights to navigate a more fragmented market, says Ian Hutchinson, Head of Global Bond Strategies – Benchmark, L&G.
In partnership with L&G Asset Management
There is growing potential for European credit to play an increasingly important part of global fixed income portfolios, as resilient corporate fundamentals, attractive yields and supportive policy underpin valuations. L&G’s Ben Bennett, head of investment strategy for Asia, and Marc Rovers, head of European credit, explore how investors in Asia and globally seek to selectively capture diversified income opportunities in the region.
More than half of APAC investors say market conditions in infrastructure are improving, far surpassing the global average of 40%, a new fund manager survey says.
As volatility reshapes the 40-year bull market, investors in Hong Kong and Singapore are pivoting to ILS, private credit and mid-market strategies, with allocations expected to rise.
A move away from US assets is accelerating as investors seek refuge in European bank debt, a market offering stability from ECB policy and insulation from tariffs and geopolitical ructions.
Dutch pension investment manager PGGM has executed a synthetic risk transfer deal in partnership with Standard Chartered, achieving the first capital relief recognition in Singapore through a dual-credit default swap structure.
Asset owners are rebalancing their fixed-income portfolios as concerns about the global economy and central bank rate moves loom large.
Australia's sovereign wealth fund delivered strong double digit returns in 2024, as its CIO Ben Samild cautioned investors about mounting geopolitical challenges and the need to move beyond traditional portfolio structures
In partnership with PineBridge Investments
Asia investment grade (IG) credit should benefit from both the end of the US hiking cycle and potential global economic slowdown, with structural demand likely from burgeoning investor interest, explains Omar Slim, co-head of Asia ex-Japan fixed income at PineBridge Investments.
The mulilateral development bank appointed abrdn to manage a $500 million bond portfolio with an agreed-upon investment policy in 2018.
In partnership with HSBC Asset Management
Supported by Asia’s structural growth story, fixed income assets – including Hong Kong dollar (HKD) bonds – offer investors a potential route to resilient and diversified returns despite the blurry global outlook, according to HSBC Asset Management (HSBC AM).
