For PineBridge Investments, one of the most consistent sources of alpha historically has been to use a company’s lifecycle stage as a more accurate way to spot mispricings and identify growth prospects.
After years of elevated bond–equity correlations, signs of decoupling are emerging in Asia. But the pattern is uneven, with inflation expectations, central bank credibility and market structures shaping whether bonds can reliably diversify portfolios again.
The policy move could drive insurers' equity investments higher, but it also adds risks, requiring careful portfolio management amid market volatility.
As South Korea grapples with its worst market downturn since 2009, we asked investment experts to identify potential turning points that could spark a recovery in one of Asia's largest economies.
What lies ahead for institutional investors in 2025? From AI to market shifts, leading asset managers reveal their top predictions for the year's most significant investment trends.
Indian stocks have been bouncing between losses and gains since the unexpected outcome of India's crucial parliamentary elections. As the government moves to a new era of coalition politics, we asked experts about what investors can expect in the months ahead.
A recent AsianInvestor Asset Owner Insights survey showed a majority of respondents most interested in increasing their allocations to the region’s equities, particularly in IT, healthcare and financial sectors.