Investors are increasingly challenging consensus views on AI, rates and regional market leadership, arguing that attractive opportunities lie well beyond today's most popular trades.
The Abu Dhabi sovereign fund is using partnerships to expand its AI investment while spreading exposure across data centres, language models and applications.
Renewed interest in regional fixed income is being fueled by Korea's inclusion in the WGBI, Indonesia’s higher carry and steady domestic demand across key markets.
As demand for private credit cools, regional investors are shifting capital into secondaries and real assets to gain stronger protections and clearer liquidity.
Demand signals from pension pools and insurers are key to unlocking Asia’s transition finance market as allocators move beyond niche ESG strategies towards comprehensive portfolio decarbonisation.
With both cities sharpening their competitive edge, AsianInvestor asked experts how they are navigating new tax breaks, hedge fund incentives and visa tracks.
Outsourced CIO services are expanding rapidly across Asia as institutions, family offices and statutory boards seek scale, governance and private market expertise.
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.
From shortening fixed income duration to leveraging volatility-trading hedge funds, AsianInvestor looks at how regional allocators could insulate portfolios against a complex macro backdrop for the rest of 2026.