Equities

Other active investment strategies, including credit and arbitrage, also performed strongly, while strategic tilting and real assets underperformed.

The Singapore single family office is focusing on structural shifts in technology and consumption rather than chasing the market’s latest investment theme.

Japan’s breadth and liquidity are drawing strategic capital, while Korea offers a potentially stronger re-rating, and Taiwan remains a core but concentrated technology exposure.

Structural flaws in passive indices are giving active managers a chance to reclaim their edge.

High foreign currency hedging costs and rising local interest rates are driving Japanese defined benefit funds back toward domestic bonds, general accounts and active manager restructuring.

Strong appetite for technology-focused equities supported flows into South Korea and Taiwan while fixed-income funds across the region lagged.

As AI demand drives tech valuations sky high, Chinese equities, healthcare and select cyclical sectors in the region are becoming more attractive.

As China’s semiconductor push reshapes allocations, AsianInvestor spoke to experts on how to capture structural alpha, manage yields and navigate valuation gaps.

Deciding where active management genuinely adds value now depends on stock correlation, fundamental persistence, and choosing between specialist or generalist managers.

While Korea and Taiwan lead growth in the sector, risks remain, underscoring the need for diversification across asset classes, according to a report by UBS.

Investors are now targeting deeper supply chain plays, infrastructure needs and structural governance reform beneficiaries in Taiwan, South Korea and Japan.

Insurance allocators share how they balance return targets with geopolitical risk, rate volatility and capital preservation.