Dinesh Hinduja Family Office’s Jai Rupani highlights geopolitical risk, AI acceleration and relevance-led manager access as critical forces shaping long-term strategy.
Fixed Income
Exchange-traded funds (ETFs) continue to gain ground against traditional mutual funds, with actively managed versions growing fast in what was once a specialised market segment.
With assets under management now clocking in at over $200 billion, Taiwan's exchange-traded funds market has catapulted to third spot in the region behind China and Japan.
Fixed-income assets and active portfolio strategies are in favour as managers reassess their priorities, Invesco says.
Hong Kong's launch of an offering that tracks shariah-compliant bonds, known as sukuk, marks a significant advancement for Islamic finance in Asia, and underscores increasing global demand.
Asset owners are rebalancing their fixed-income portfolios as concerns about the global economy and central bank rate moves loom large.
As trade tensions escalate and volatility rises, asset owners are rebalancing portfolios, reducing US equity exposure and rotating to Europe as they eye fixed income and emerging market debt for stability and yield.
Washington's deficit spending is raising concerns among investors after Moody's cut its
US sovereign credit rating, citing a fast-growing debt mountain of some $36 trillion.
HDFC Pension CEO highlights strong foreign investment flows following JP Morgan index inclusion despite global market turbulence.
CEO Sriram Iyer outlines how the $14 billion Mumbai-based pension fund is positioning its portfolio during the worst market selloff since 2008.
As uncertainty dominates global markets following Trump's tariff announcements, asset owners are prioritising liquidity management while preparing for potential sharp declines in both public and private asset valuations.
CIO Jianxin Chen explains how the insurance giant strategically balances short-term opportunities, cyclical market shifts, and long-term stability to navigate the challenging low-interest-rate landscape.
