AsianInvestor - Knowledge Hub

No time for complacency

With growth topping the agenda for investors in 2025, M&G Investments’ CIOs share their outlook amid several macroeconomic factors at play. Fabiana Fedeli, Emmanuel Deblanc, and David Knee deliberate on growth, the Trump presidency, and tariffs given the potential implications for global geopolitics, inflation — and prospective market opportunities.

2025 fixed income outlook: favorable environment for sovereigns

State Street Global Advisors retains its favourable outlook for fixed income assets in 2025. As fiscal, trade and monetary policies evolve, likely swings in sentiment and bouts of volatility will potentially create opportunities for investors to manage or extend duration.

Outlook for 2025: Four growth areas to watch in Asia

Trends in several segments of the region’s financial landscape look set to drive demand for data over the coming year, says Magnus Cattan, vice president, head of client development for ICE in Asia Pacific.

The index investing revolution: How passive strategies are reshaping markets

The growth of index-based or passive investing is transforming the way investors approach markets, bolstering liquidity and widening access to global markets – marking a pivotal moment for the financial industry.

Realigning portfolios: survey shows appetite for gold amid desire for diversified assets

As investors in Hong Kong and Singapore look to put cash to work despite rollercoaster markets and lingering uncertainty, diversification via resilient assets is a priority. This is also giving gold a bigger role in portfolios, finds a recent sentiment poll by AsianInvestor and State Street Global Advisors.

MFS IM: Lessons learnt from 100 years of investing

The cyclical nature of financial markets presents ongoing challenges for investors. While evidence shows that investing can effectively build wealth over the long term, bear markets often lead many to exit or sell an inopportune time. However, taking a long-term view and learning from history can lead to successful outcomes for those investors who are prepared, says MFS.

Preparing portfolios for a new normal in equities and fixed income

Market and investment specialists at MFS explore what’s behind recent market ups and downs, and how a normalised environment for interest rates and earnings will impact global equities and fixed income.

Asia Pacific offers growing bounty for global portfolios

The growth prospects, diversity and innovations across Asia Pacific (Apac) offer investors with global portfolios compelling opportunities to enhance their risk-reward balance – both today and over the next 20 years, according to new research from Franklin Templeton.

Investing for resiliency with alternative credit

Alternative credit strategies such as direct lending, energy infrastructure credit, real estate debt, and collateralised loan obligations can provide shelter for portfolios during uncertain times.

‘‘What will the descent from peak rates look like?” – Investment Perspectives Mid Year 2024 Outlook

In this outlook, M&G Investments’ Fabiana Fedeli, Jim Leaviss, Richard Woolnough, Emmanuel Deblanc and others explore the potential implications of the evolving interest-rate backdrop for financial markets.