European equities offer Asia-based allocators a compelling mix of policy-driven growth, improving earnings momentum and attractive valuations, says Hilde Jenssen.
%20(14).png&c=1&h=194&q=100&v=20263316&w=344)
Tag : fixed income
In partnership with L&G Asset Management
Benchmarks remain a vital tool for active fixed income investors, but they were never meant to be the final destination. As market dynamics become more complex and investor priorities evolve, allocators are increasingly adopting a total portfolio approach (TPA), focusing more on whether portfolios are delivering the outcomes that matter most to investors.
By L&G's Alex Mack, Head of Rates and Inflation; Ian Hutchinson, Head of Global Bond Strategies - Benchmark; and Radha Mathur…
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 Neuberger
As investors rethink the role of fixed income in a more volatile and fragmented market environment, asset-based credit (ABC) is emerging as a differentiated source of shorter-duration income, structural downside protection and diversification beyond traditional corporate lending, says Sachin Patel, managing director at Neuberger.
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.
.png&c=1&h=194&q=100&v=20263316&w=344)
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?
%20ASIA-SG%20HK%2001-26.jpg&c=1&h=360&q=100&v=20263316&w=640)
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.
