As private credit has attracted record inflows from institutional investors in recent years, there are concerns that parts of the market may be becoming overcrowded.
%20(11).png&c=1&h=194&q=100&v=20262807&w=344)
Tag : market views
The massive surge in AI infrastructure spending is fuelling inflation, prompting investors to weigh its implications for interest rate trajectories in markets around the world.
%20(10).png&c=1&h=194&q=100&v=20262807&w=344)
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.
%20(9).png&c=1&h=194&q=100&v=20262807&w=344)
While recent leadership appointments have reassured investors of policy continuity, severe external headwinds and a fragile currency mean foreign allocators remain wary.
%20(7).png&c=1&h=194&q=100&v=20262807&w=344)
Direct and private capital are uniquely positioned to respond to the city's plan, market experts tell AsianInvestor.
%20(6).png&c=1&h=194&q=100&v=20262807&w=344)
As China’s semiconductor push reshapes allocations, AsianInvestor spoke to experts on how to capture structural alpha, manage yields and navigate valuation gaps.
.jpg&c=1&h=194&q=100&v=20262807&w=344)
From actively managing currency hedges to diversifying away from crowded carry trades, AsianInvestor looks at how to navigate yen depreciation amid the Bank of Japan’s (BOJ's) shift towards policy normalisation.
%20(5).png&c=1&h=194&q=100&v=20262807&w=344)
From prioritising short-end carry to diversifying into global high yield and commodities, AsianInvestor looks at how allocators can recalibrate following the US Federal Reserve’s (Fed's) hawkish pause.
.png&c=1&h=194&q=100&v=20262807&w=344)
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.
.png&c=1&h=194&q=100&v=20262807&w=344)
What will be the biggest impact for Asia when President-elect Donald Trump returns to the White House? From tariffs to foreign relations, leading asset managers outline their expectations.
Following the Federal Reserve's aggressive 50 basis point interest rate cut, we asked asset managers and analysts to identify three risk assets they believe could benefit from this decision.
As we enter the second half of 2024, investors are closely monitoring the commodities market, scrutinising the potential impact of various geopolitical events and economic trends globally.
