AsianInvestor - Knowledge Hub

Nearly 60% of APAC investors favour Europe's long-term opportunities over other regions

A new survey by BNP Paribas Asset Management shows Europe is gaining ground in 76% of APAC investors’ portfolios. Here’s why.

Taking a selective approach to European real estate

In a maturing private markets landscape, being selective counts. European real estate offers renewed opportunities for investors who take a disciplined, sector-specific approach as they eye assets with strong fundamentals and structural growth potential, according to specialists at Principal.

Resilient returns: unlocking fixed income’s potential in volatile times for Asian institutional investors

In the dynamic landscape of global fixed income (FI) markets, understanding the key drivers and effectively navigating volatility are crucial for achieving resilient returns – especially in today’s era, says Pilar Gomez-Bravo, co-chief investment officer, FI, at MFS Investment Management. 

Global equity investing: where in the world are your returns coming from?

For PineBridge Investments, one of the most consistent sources of alpha historically has been to use a company’s lifecycle stage as a more accurate way to spot mispricings and identify growth prospects over the next three to five years. 

From uncertainty to upside: Why Asia allocators must look beyond the headlines

Asia’s markets continue to demonstrate a resilience shaped by discipline, adaptation and a shift in investor mindset. Amidst a backdrop of policy uncertainty, trade disruptions and shifting sentiment, how should investors be approaching the region today? AsianInvestor speaks to Vikas Pershad, portfolio manager, Asian equities at M&G Investments for his take on what is changing – and what still matters most.

Navigating credit cycles with senior loans: Lessons from 27 years in the market

Senior loans are enjoying renewed attention as high yields and floating rates attract global capital. Christopher Kempton, global head of client portfolio management, Credit Investments Group (CIG) at UBS Asset Management, explains how scale, stability and disciplined credit selection have helped his team capture more upside and less downside through decades of credit cycles — and why the opportunity is timely now.

In conversation: Wellington Management on sourcing alpha amid market concentration

How can investors tackle a landscape of volatile markets, concentrated benchmarks and stock dispersion? Watch this video and read the views of Wellington Management’s Edward Baldini, portfolio manager, and Philip Li, investment director, on the importance of security selection in creating more potential for outperformance than sector allocation.

Rethinking collateral: New approaches to liquidity management

The challenges of modern liquidity management can mean investors are long cash one day and short the next. In response, BNY’s integrated platform gives the buyside a multi-dimensional way to optimise non-cash collateral, helping to save costs and increase operational efficiency.

Electronic marketplaces: evolving protocols for fixed income trading in a changing world

As fixed income markets increasingly embrace electronic protocols, traders are gaining access to deeper liquidity, greater transparency, richer data and enhanced price discovery – all critical ingredients for more effective execution. Mark Bailey, head of product for Tradeweb in APAC, outlines how these evolving tools are reshaping trading behaviour and outcomes.

2025 midyear outlook: experts’ views on cross-asset opportunities for H2

As we hit the mid-point of the year, uncertainty continues to shape sentiment in the current environment. Across asset classes and markets, investment and portfolio specialists from PineBridge Investments identify what to watch and where to allocate for the rest of 2025.