As spreads narrow and capital regimes evolve, Apac insurers are reassessing credit allocations and portfolio construction strategies.
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Tag : fixed income
Structural flaws in passive indices are giving active managers a chance to reclaim their edge.
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Strong appetite for technology-focused equities supported flows into South Korea and Taiwan while fixed-income funds across the region lagged.
The insurer is focused on a fixed-income portfolio designed for stable performance across market cycles.
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Allocators are considering cross-currency swaps to unlock higher returns in Australia's AAA-rated Kangaroo market and China's offshore issuance.
The insurer outperformed industry benchmarks through a portfolio anchored in fixed income, balanced equities, selective alternatives and growing AI investments.
European equities offer Asia-based allocators a compelling mix of policy-driven growth, improving earnings momentum and attractive valuations, says Hilde Jenssen.
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In partnership with L&G Asset Management
Benchmarks remain a vital tool for active fixed income investors, but they were never meant to be the final destination. As market dynamics become more complex and investor priorities evolve, allocators are increasingly adopting a total portfolio approach (TPA), focusing more on whether portfolios are delivering the outcomes that matter most to investors.
By L&G's Alex Mack, Head of Rates and Inflation; Ian Hutchinson, Head of Global Bond Strategies - Benchmark; and Radha Mathur…
In partnership with L&G Asset Management
Global credit has reset – but the playbook has changed. Alpha will no longer come from simply accessing spread, but from integrating credit, rates and regional insights to navigate a more fragmented market, says Ian Hutchinson, Head of Global Bond Strategies – Benchmark, L&G.
In partnership with Neuberger
As investors rethink the role of fixed income in a more volatile and fragmented market environment, asset-based credit (ABC) is emerging as a differentiated source of shorter-duration income, structural downside protection and diversification beyond traditional corporate lending, says Sachin Patel, managing director at Neuberger.
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.
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In partnership with MFS Investment Management
A weaker US dollar cycle is boosting the case for emerging markets (EM) debt, with stronger fundamentals enhancing resilience and elevated yields across hard and local currency bonds creating compelling entry points for investors seeking income and diversification, according to MFS Investment Management.
