Asia

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

Temasek goes through leadership restructure; QBE bolsters Asia leadership team with two appointments; Corecam appoints Singapore MD from Standard Chartered; and more.

In this inaugural edition of our insider op-ed series, an industry expert shares firsthand insights into Asia's staggering climate protection gap, and reveals how catastrophe bonds and strategic corporate action are reshaping regional risk management.

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 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.

The family office’s managing partner discusses entrepreneurial risk appetites, the need for better education on the digital assets space and why China needs to be a part of investors’ long-term strategies.

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.

US Treasuries now carry a visible fiscal risk premium, skewing comparisons with corporates. In Asia, healthier fiscal anchors keep spreads more grounded, according to investors.

Continuation vehicles are transforming private equity across Asia, with India, China and Southeast Asia driving mid-market momentum.