Topic
Every InvestIQ Asia story tagged Macroeconomics. Subscribe below to get the latest intelligence by email.
Asset Owners
9 Oct 2026
GIC Chief Executive Officer Lim Chow Kiat has noted that government borrowing, artificial intelligence buildouts, and energy transition demands are permanently repricing long-term capital costs.
Private Wealth
19 Jul 2026
Chief investment heads from KKR, J.P. Morgan Asset Management, and BlackRock abandon legacy equity playbooks, urging institutional allocators to prioritize downside insulation, AI-driven tech expansion, and gold as a hedge against sovereign debt risk.
Asset Owners
16 Jul 2026
Normalization collides with structural solvency risks as JGB holdings drop, funding costs climb to 31-year highs, and regional banks face severe duration mismatches.
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