Fixed Income

As spreads narrow and capital regimes evolve, Apac insurers are reassessing credit allocations and portfolio construction strategies.

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.

The NRFC investment aims to scale advanced manufacturing in housing construction to cut delivery times and help ease Australia's housing crunch.

Allocators are considering cross-currency swaps to unlock higher returns in Australia's AAA-rated Kangaroo market and China's offshore issuance.

The insurer is prioritising defensive plays while slowly building a private assets portfolio to deliver long-term returns across Asia.

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

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.

Tokyo’s drive for pension funds to boost domestic allocations is reshaping how international investors view Japan.

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

European equities offer Asia-based allocators a compelling mix of policy-driven growth, improving earnings momentum and attractive valuations, says Hilde Jenssen.