Fund Managers

As bond–equity correlations shift unevenly across Asia, investors are rethinking how to structure portfolios.

The Australian pension fund has joined forces with Equitix and the UK’s National Wealth Fund to establish Eelpower Energy, marking its debut direct investment in Britain's energy transition.

As Powell hints at a dovish turn, market experts explain how the anticipated policy shift could recalibrate risk and opportunity across Asian markets, currencies and capital flows.

With domestic managers struggling to meet specialised needs, foreign firms are stepping in with backing from regulatory support and growing institutional appetite.

With yields elevated, currencies stabilising and liquidity improving, Asian local currency bonds are drawing greater attention as investors diversify away from dollar assets.

After years of elevated bond–equity correlations, signs of decoupling are emerging in Asia. But the pattern is uneven, with inflation expectations, central bank credibility and market structures shaping whether bonds can reliably diversify portfolios again.

Despite rapid growth and rising institutional interest, Asia’s ETF industry remains fragmented and constrained by regulatory and retail barriers — leaving it far behind the US in scale and accessibility.

JPMorgan Chase settles claims over role in 1MDB scandal; Temasek eyes restructuring operations into three units; ASIC files lawsuit against Mercer; ART acquires over 5% of gaming company Tabcorp.

The $1.41 billion divestment by one of the world's biggest hedge funds underscores some investors' unease with the world's number-two economy, but bullish voices argue that structural strengths in EVs, renewables and tech still make China a long-term play.

Despite fiscal strains in developed markets, Asian investors continue to favour sovereign debt. Managers say allocations remain stable, though yield dynamics and sector fundamentals show where flows could shift if preferences change.

Future Fund hires property director from AustralianSuper; Care Super appoints two portfolio managers, Pacific Life Re names Southeast Asia head; Schroders names APAC head of operations and digital assets; and more.

As Beijing pledges targeted stimulus to meet its economy growth goal of about 5%, investors weigh whether current measures can revive momentum.