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Asset owners across Asia Pacific (APAC) are rethinking markets, reallocating portfolios and responsibly investing amid dramatic shifts in the macroeconomic and geopolitical landscape, according to Nuveen.

Supported by Asia’s structural growth story, fixed income assets – including Hong Kong dollar (HKD) bonds – offer investors a potential route to resilient and diversified returns despite the blurry global outlook, according to HSBC Asset Management (HSBC AM).

A counter-cyclical view will potentially serve investors well in using bleak market conditions and depressed valuations as opportunities to build venture and growth capital exposure within portfolios, according to Steven Yang, head of global venture investments at Schroders Capital.

Presenting key findings and potential real estate investment strategies from CBRE’s 2023 Asia Pacific Investor Intentions Survey.

After three years of zero-Covid, China is back. This year promises to be a good one for the domestic economy. However, we believe the recovery will differ from other countries' by being less commodity-intensive and coming with fewer positive spillovers to the West, says Erik Lueth, global emerging market economist at Legal & General Investment Management.

While far from immune to global economic weakness and risks, the APAC region has more resilient growth projections in the medium term, buoyed by its growing middle class, says Richard van den Berg, fund manager for M&G Asia Property Strategy.

With China’s recent reopening re-igniting global investor appetite for domestic equities, China Asset Management Co Ltd (ChinaAMC) believes thematic exchange-traded funds (ETFs) offer an effective route to resilient returns.

Unsupervised machine learning solutions can offer a way forward for fixed income pre-trade analysis, says Roger Barber, director, product development, quantitative research S&P Global Trading Analytics.

As debates continue over how much is enough to green the world’s energy supply, transparent, diversified and liquid strategies may help enable investors play their part while also pursuing sustainable outcomes, says Jason Ye, head of strategy indices in APAC at S&P Dow Jones Indices (S&P DJI).

Increasingly, private companies who wish to manage risk and improve business performance, are incorporating ESG practices into their business models — irrespective of where they are in their life cycle. Xiaying Zhang, director, private investments, APAC client group and Hillary Flynn, director ESG private investments at Wellington Management present an overview of important steps in this journey for PE firms.

In a new normal of volatile, unpredictable and rapidly changing economies and markets, many investors are grappling with maintaining momentum in their environmental, social and governance (ESG) journey. But beyond short-term asset re-pricing, balancing returns while integrating sustainability objectives should be at the core of portfolios, said speakers at “ESG: from niche to norm”, an event hosted by Natixis Investment Managers and AsianInvestor.

Portfolio managers and investment specialists at PineBridge Investments outline key themes, opportunities and considerations for investors in the region’s fixed income and equities markets next year.