Shows / AsianInvestor - Knowledge Hub
Episodes
AsianInvestor - Knowledge HubThe case for Asia private equity
Asia’s diverse markets offer private equity investors opportunities beyond economic growth. Corporate reform, changing ownership structures and rising…
AsianInvestor - Knowledge HubRedrawing the Asian income map
Sourcing income across regions, asset classes and private markets has the potential to improve risk-adjusted returns. Lucy Thomas, Head of Active Multi Asset…
AsianInvestor - Knowledge HubCapital, risk and return: Putting derivatives to work in insurance portfolios
As insurers in Asia Pacific adapt to risk-based capital rules, derivatives can sharpen asset-liability management, offer control of portfolio risks and…
AsianInvestor - Knowledge HubBeyond the dollar: Why euro credit is becoming a global opportunity
A deeper, more global euro credit market is creating potential opportunities for investors seeking to diversify dollar-heavy portfolios. Capturing them…
AsianInvestor - Knowledge HubBeyond capital adequacy: Four insights from Europe for Apac insurers
Europe’s experience under Solvency II shows how insurers’ priorities can evolve from regulatory compliance towards sustainable capital generation…
AsianInvestor - Knowledge HubAlternative credit: Diversifying the drivers of risk and return
As AI-driven concentration risk reshapes direct lending, Nuveen's latest insights explore how institutional investors in Asia Pacific (Apac) are building…
AsianInvestor - Knowledge HubAPAC’s next cycle: AI, ETFs and alternatives reshape investor playbooks
Investor preferences are shifting quickly, but not always in the same direction. Asia Pacific (APAC) remains a region of sharply different market structures…
AsianInvestor - Knowledge HubFrom benchmarks to outcomes: A Total Portfolio Approach to fixed income
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…
AsianInvestor - Knowledge HubFrom benchmarks to outcomes: A Total Portfolio Approach to fixed income
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…
AsianInvestor - Knowledge HubValue add in European real estate and speed of obsolescence
Real estate is racing to catch up as technology, regulation and capital costs accelerate obsolescence. Robert Balick and Frédéric Laurent of BauMont Real…
AsianInvestor - Knowledge HubRethinking fixed income: How asset-based strategies are built for a multi-regime world
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…
AsianInvestor - Knowledge HubAPAC’s next cycle: AI, ETFs and alternatives reshape investor playbooks
Investor preferences are shifting quickly, but not always in the same direction. Asia Pacific (APAC) remains a region of sharply different market structures…
AsianInvestor - Knowledge HubRethinking global credit: Creating a new edge in a fragmented world
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…
AsianInvestor - Knowledge HubAsia’s retirement systems face reset as longevity pressures grow
Manulife is proposing a new framework to modernise retirement systems in the region, to make them fit for purpose in a world where people live longer, retire…
AsianInvestor - Knowledge HubCommercial real estate debt: A growing opportunity as markets reprice and yields rise
The commercial real estate (CRE) debt risk spectrum presents a range of opportunities for lenders. In this piece, Wellington Management examines the…
AsianInvestor - Knowledge HubWhite Paper - Private markets in transition: From allocation to portfolio integration
A survey in Q1 2026 of more than 80 senior executives from 65 leading asset owners by AsianInvestor, in collaboration with Aberdeen Investments, reveals how…
AsianInvestor - Knowledge HubWhite Paper - Private markets in transition: From allocation to portfolio integration
A survey in Q1 2026 of more than 80 senior executives from 65 leading asset owners by AsianInvestor, in collaboration with Aberdeen Investments, reveals how…
AsianInvestor - Knowledge HubBeyond benchmarks: why flexible bond strategies are gaining ground
Geopolitical tension and a Middle East crisis have roiled fixed income markets. Slowing growth, soaring energy costs and fiscal pressures have sent mixed…
AsianInvestor - Knowledge HubWeaker dollar, stronger fundamentals: Why emerging markets debt is back in focus
A weaker US dollar cycle is boosting the case for emerging markets (EM) debt, with stronger fundamentals enhancing resilience and elevated yields across hard…
AsianInvestor - Knowledge HubBeyond growth: How dividend strategies can unlock returns in Asia
Nilang Mehta, Head of Asia Dividend & India Offshore Equity at HSBC Asset Management, says that for asset owners seeking income, resilience and long-term…
AsianInvestor - Knowledge HubPrivate credit allocations: Why Europe has the edge
Private credit has been one of the fastest growing asset classes over the past decade becoming a core allocation within many portfolios. However, recent events…
AsianInvestor - Knowledge HubSynthetic ETFs: unlocking efficient access to global markets
Asia-based investors should consider the potential benefits of synthetic ETFs in the hunt for a practical, efficient way to capture opportunities.
AsianInvestor - Knowledge HubPrivate equity secondaries: from niche to necessary
Victor Ko, managing director at Neuberger Berman, explains why asset allocators should take a closer look at one of private markets' most compelling…
AsianInvestor - Knowledge HubInside the new pension playbook: managing liquidity, collateral and margin in APAC
Rapid AUM growth has outpaced operational maturity across much of the Asia Pacific (APAC) pension fund sector, leaving many exposed as portfolios tilt further…
- AsianInvestor - Knowledge Hub
Inside the new pension playbook: managing liquidity, collateral and margin in APAC
Rapid AUM growth has outpaced operational maturity across much of the Asia Pacific (APAC) pension fund sector, leaving many exposed as portfolios tilt further…
- AsianInvestor - Knowledge Hub
Inside the new pension playbook: managing liquidity, collateral and margin in APAC
Rapid AUM growth has outpaced operational maturity across much of the Asia Pacific (APAC) pension fund sector, leaving many exposed as portfolios tilt further…
- AsianInvestor - Knowledge Hub
Inside the new pension playbook: managing liquidity, collateral and margin in APAC
Rapid AUM growth has outpaced operational maturity across much of the Asia Pacific (APAC) pension fund sector, leaving many exposed as portfolios tilt further…
- AsianInvestor - Knowledge Hub
Inside the new pension playbook: managing liquidity, collateral and margin in APAC
Rapid AUM growth has outpaced operational maturity across much of the Asia Pacific (APAC) pension fund sector, leaving many exposed as portfolios tilt further…
AsianInvestor - Knowledge HubA global rotation: the private market playbook for insurance portfolios and considerations for Hong Kong
Some structural reallocation is underway in Asian insurance portfolios. Asset allocations are increasingly focused on illiquidity and complexity as sources of…
AsianInvestor - Knowledge HubBeyond US exceptionalism: Building resilient portfolios with alternative credit
There is a growing case for diversifying globally and across strategies with alternative credit, according to Nuveen.
AsianInvestor - Knowledge HubTrust, data and due diligence: The new playbook for risk in Asia
Business conduct risk management is rising up the agenda. Lisa Long, RepRisk head of product management, explains why, and what Asian investors need to know.
AsianInvestor - Knowledge HubAsian index-linked insurance survey: entering a new era of diversification and customisation
Asia’s life insurers are reshaping their product strategies as new index-linked solutions emerge as a powerful new growth engine for protection and wealth. A…
- AsianInvestor - Knowledge Hub
HSBC AI Markets: Taking trading to the next level
By combining its proprietary data and insights with natural language processing (NLP), HSBC is looking to revolutionise trading and risk management strategies…
AsianInvestor - Knowledge HubChasing value, taming euphoria: why private markets matter to Asian allocators in 2026
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…
AsianInvestor - Knowledge HubInside the new pension playbook: managing liquidity, collateral and margin in APAC
Rapid AUM growth has outpaced operational maturity across much of the Asia Pacific (APAC) pension fund sector, leaving many exposed as portfolios tilt further…
AsianInvestor - Knowledge HubTime to shine for EM debt
Investors can no longer overlook the performance and influence of emerging markets (EM) in the global economy. After delivering robust returns in 2025 despite…
- AsianInvestor - Knowledge Hub
Time to shine for EM debt
Investors can no longer overlook the performance and influence of emerging markets (EM) in the global economy. After delivering robust returns in 2025 despite…
- AsianInvestor - Knowledge Hub
Inside the new pension playbook: managing liquidity, collateral and margin in APAC
Rapid AUM growth has outpaced operational maturity across much of the Asia Pacific (APAC) pension fund sector, leaving many exposed as portfolios tilt further…
AsianInvestor - Knowledge HubInside the new pension playbook: managing liquidity, collateral and margin in APAC
Rapid AUM growth has outpaced operational maturity across much of the Asia Pacific (APAC) pension fund sector, leaving many exposed as portfolios tilt further…
AsianInvestor - Knowledge HubFinding resilience in a rocky US credit landscape
In a fluctuating and, frankly, precarious US macro environment, investors are rethinking where in the fixed income landscape to allocate. With diversification…
AsianInvestor - Knowledge HubFrom niche to mainstream: The rise of private credit in Asia
With private credit no longer a niche investment strategy, but a core component of institutional portfolios worldwide, Macquarie Asset Management explores…
AsianInvestor - Knowledge HubEuropean credit in sweet-spot amid hunt for resilience and diversity
There is growing potential for European credit to play an increasingly important part of global fixed income portfolios, as resilient corporate fundamentals…
AsianInvestor - Knowledge HubSetting the US private credit record straight: Opportunities in direct lending
Credit events can happen when monetary policy shifts from very accommodative to a more restrictive stance such as the case over the past few years. The key to…
AsianInvestor - Knowledge HubChina seeing global flows for diversification
Amid the new investment mantra of diversification of equity allocations, there is growing demand for exposure to China’s innovation and transformation journey…
AsianInvestor - Knowledge HubFlexing duration: strategies for a shifting global bond market
With the US economy exhibiting higher inflation and interest rates, dynamic duration management is a powerful – and essential – tool for global bond…
AsianInvestor - Knowledge HubCan insurers make high-quality private credit pay off?
For structural and cyclical reasons ranging from yield to long duration cashflows to diversification to capital efficiency, investment grade (IG) private…
AsianInvestor - Knowledge HubPrivate credit’s next phase: finding opportunity in a maturing market
The rapid growth of the private credit market signals an asset class here to stay for institutional investors, say Laura Parrott, Head of Private Fixed Income…
AsianInvestor - Knowledge HubOpening up private markets: creating more access and transparency
Amid growing allocations globally to private markets, the focus has shifted to more transparent and liquid access to assets. The goal is making them more…
AsianInvestor - Knowledge HubNearly 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.
AsianInvestor - Knowledge HubTaking 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…
AsianInvestor - Knowledge HubResilient 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…
AsianInvestor - Knowledge HubGlobal 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…
AsianInvestor - Knowledge HubFrom 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…
AsianInvestor - Knowledge HubNavigating 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…
AsianInvestor - Knowledge HubIn 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…
AsianInvestor - Knowledge HubRethinking 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…
AsianInvestor - Knowledge HubElectronic 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…
AsianInvestor - Knowledge Hub2025 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…
AsianInvestor - Knowledge HubIncorporating 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…
AsianInvestor - Knowledge HubTake 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…