Fixed Income

Oil has drifted lower since the Iran war spike in March. Defence budgets and central bank gold purchases have not. The divergence is reshaping the emerging market investment case.

The carrier chooses asset-liability matching and robust corporate earnings to navigate complex geopolitical and consumption headwinds in 2026.

As bonds risk losing their status as the portfolio’s primary shock absorber, Australia’s second-largest pension fund is repositioning currency at the core of its diversification strategy.

Pension and sovereign wealth funds are increasingly turning to emerging market bonds to capitalise on structural reforms.

As algorithmic disruption and shifting market structures end the era of easy beta, institutional investors are diversifying beyond US corporate lending towards asset-based finance and markets in Europe and APAC.

As private markets mature and rate volatility increases, the insurer's investment chief Carol Mo is reassessing whether life insurers are being adequately compensated for illiquidity.

Geopolitical fragmentation and tighter spreads may define the macro backdrop, but how capital responds depends largely on who controls it.

Investors are turning to the continent's essential assets as a defensive shield against global instability and energy price volatility.

In this new edition of our quick-fire Q&A, AsianInvestor catches up with Low Guan Yi, head of Asia fixed income at M&G Investments.

The proposed $437 million (CNY3 billion) debut panda bond would mark Samruk-Kazyna’s first foray into China’s onshore debt market.

Pension assets worldwide surged 9.6% to $68.3 trillion in 2025, with Japan and Australia ranking among the world’s largest markets, a new report says.

Deflationary pressures, property overhang and industrial overcapacity are steering capital into structurally resilient tech niches and Chinese government bonds.