In this new edition of our quick-fire Q&A, AsianInvestor catches up with Low Guan Yi, head of Asia fixed income at M&G Investments.
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Tag : fixed income
In partnership with MFS Investment Management
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.
In partnership with BNP Paribas Asset Management
Geopolitical tension and a Middle East crisis have roiled fixed income markets. Slowing growth, soaring energy costs and fiscal pressures have sent mixed signals. Portfolios seek strategies that dampen volatility while preserving capital and providing flexible, unconstrained diversification, according to BNP Paribas Asset Management.
Mephezalea has reduced its exposure to fixed income and moved the allocation towards Infrastructure Investment Trusts, which it says is a higher-yield alternative of the same credit quality.
In partnership with State Street Investment Management
As Saudi Arabia pursues new sources of economic growth for the years and decades ahead, investors can explore diversification and returns from exposure to the domestic fixed income market, according to a recent AsianInvestor roundtable with the Public Investment Fund (PIF), State Street Investment Management, and leading investors in Singapore.
In partnership with M&G Investments
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?
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The life insurer prioritises balance-sheet stability and market liquidity over yield-chasing, favouring larger bond issues and benchmark tracking through deteriorating return prospects and elevated hedging costs.
Industry experts share their outlook on bond markets and what to expect from the Fed, Bank of Japan and other major central banks.
In partnership with L&G Asset Management
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.
Institutions are also reevaluating the concept of a risk-free rate with developed nations' debt piling up, an AsianInvestor conference heard.
In partnership with L&G Asset Management
In a fluctuating and, frankly, precarious US macro environment, investors are rethinking where in the fixed income landscape to allocate. With diversification essential, we believe US securitised assets and subordinated bank debt offer key opportunities for asset allocators in Asia, say L&G’s Ben Bennett, head of investment strategy for Asia, and Jason Shoup, global co-head of fixed income.
Local currency and default risks are among the challenges for investors navigating emerging market debt. But they can be a good play for those looking to unwind some of their US debt positions, experts say.
