Topic
Every InvestIQ Asia story tagged Analysis. Subscribe below to get the latest intelligence by email.
Opinion
5 Oct 2026
Vietnam’s stock-market status upgrade is opening the door to a larger fund-management industry. The State Securities Commission and local industry voices are stressing the other side of that door: stronger products, governance, risk management and a deeper institutional investor base. Assets have grown fast. Structure has not fully caught up.
Analysis
2 Oct 2026
From Tokyo’s policy calendar to private-market under-allocation and another round of private-bank hiring, the week ending 2 October left a clear message for CIOs and heads of allocation. Japan is again a rates-and-governance story, Asia private markets remain structurally under-owned relative to GDP weight, and franchise building in private wealth has not paused.
Opinion
2 Oct 2026
The Bank of Japan’s Summary of Opinions from the September meeting, released around 1 October, shows board members debating a faster path of normalisation after the policy rate reached 1.25 per cent, the highest since 1995. For Japanese asset owners the practical question is no longer whether domestic bonds exist as an option. It is whether rising JGB yields and a more active BoJ make home-market fixed income competitive enough to matter inside existing allocation bands.
Opinion
1 Oct 2026
Sun Life Asia’s latest legacy study finds that among those worried their wealth will not survive the next generation, beneficiary readiness is the top concern at 52 per cent, ahead of market volatility at 49 per cent and family conflict at 44 per cent. Seventy per cent worry wealth will not last beyond the next generation, even as documented legacy plans have more than doubled year on year.
Opinion
29 Sep 2026
Global asset-owner surveys still show net positive intentions for private credit, but the intensity has cooled from last year’s peak as valuations and selectivity move up the agenda. In Asia, institutional capital continues to build dedicated Asia private-credit capacity even while global programmes become more disciplined. The investment question is underwriting quality, not whether the asset class remains open.
Opinion
29 Sep 2026
IFM Investors, the Australia-based manager of global pension capital, has opened a Singapore office to originate and execute diversified credit across South and Southeast Asia. Near-term deployment into the region is targeted in the US$250–300 million range, with a longer-term aim to rebalance a larger private-credit book toward Asia. Part of the firepower is backed by an Australian government commitment into IFM’s Asia-Pacific debt capabilities.
Opinion
22 Sep 2026
For liability-driven insurance general accounts, elevated government-bond yields still support an income lock-in case, while tight credit spreads argue for selectivity rather than blanket carry. Thematic equity, including Asia supply-chain and technology exposure, remains a sized sleeve, not a substitute for the cash-flow core.
Opinion
18 Sep 2026
On 15 September the Indonesian Finance Ministry takes the Jakarta–Bandung rail stake off Danantara. On 8 September CIC opened a China–ASEAN council. The PE vehicle on that corridor is still the April platform.
Opinion
17 Sep 2026
UBS GWM’s mid-2026 Asia note put Asia investment-grade all-in yields near 5.3 per cent and a 93 basis-point pick-up over same-tenor US Treasuries, against 64 basis points for US IG. Asia high-yield dollar paper has returned 4.3 per cent year to date against 1.8 per cent for US peers, Bloomberg data compiled by The Business Times show. The allocation question is carry and selection, not a spread-tightening thesis.
Independent intelligence for CIOs, asset owners, private-bank investment leads, and institutional managers across Asia Pacific.
Managed by InvestIQ Asia Research. Primary-source analysis of capital deployment and portfolio decisions.