AsianInvestor - Knowledge Hub

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.

Incorporating climate risk into asset allocation for APAC investors

With financial assets at risk from more frequent and intense natural disasters, Christy Chan, head of APAC client development at ICE, explores the need for APAC investors to incorporate physical climate risk data into a portfolio-wide view of risk exposure and allocation opportunities.

Take a look at the companies shaping China’s economic future

Investors looking to access the China growth story can find targeted exposure through the top 50 domestically listed companies. Here, UOB Asset Management (UOBAM) explores the market positioning and outlook for the five most influential.

Fast forward: Amy Cho on setting a new trajectory for M&G in Asia

In just 18 months, Amy Cho has reshaped M&G Investments’ trajectory in Asia Pacific - deepening institutional partnerships, securing flagship mandates and laying the groundwork for long-term regional growth. Her focus on clarity, client alignment and market expansion has earned her recognition as AsianInvestor’s ‘Best CEO’, spotlighting a leader who is not only accelerating performance, but also redefining what leadership looks like in a fast-evolving investment landscape.

The future of asset management in Asia: Spotlight on Taiwan and Japan

As Asia’s asset management landscape evolves, Taiwan and Japan have clear ambitions to become the region’s next major hubs. Christy Chan, senior director, relationship management at ICE in Asia Pacific, explores each market’s path to achieving this goal and compares their strategies with those of the US, the world’s leading wealth management hub.

Playing a bigger game

In response to multiple, concurrent crises, MFS believes investors should look beyond external factors like interest rates and geopolitical risks that are out of their control – and instead adopt an approach that enables them to not just cope, but rise above the current noise and build resilience, says Carol Geremia, President of MFS and Co-Head of Global Distribution.

Why multi-asset credit offers value in troubled markets

Multi-asset credit represents an interesting investment opportunity in today’s environment, with global geopolitics and inflationary concerns making European credit a potentially attractive choice, says Richard Ryan at M&G Investments.

Latest Nuveen survey reveals stronger investor appetite for private assets

The results from survey point to a growing risk-on sentiment among investors, with plans to expand into niche areas of private fixed income.

Private credit’s new frontier: growth lending as a source of diversification

As private credit becomes more common in portfolios amid greater exposure to alternatives, investors want new, satellite allocations with extra alpha and diversification in mind. Growth lending can deliver these goals, according to Xiaying Zhang, Wellington Management’s director of private investments, APAC.

New RFQ protocols make APAC credit trading more efficient

Reverting to voice trading in times of crisis will mean credit traders miss out on key benefits of electronic protocols.