Indosuez’s Qian Su recommends alts for diversification in pro-risk stance
Head of investment management Asia, Qian Su, has also added equity hedge funds with systematic strategies in the US and Asia and also natural resources funds.
Multi-asset
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Natixis IM: AI will still drive markets in 2026
88% of strategists believe productivity gains from AI will translate into higher corporate profits.
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Asian investors rotate into equities as bond flows turn negative: Calastone report
Multi-asset funds remained the strongest-performing asset class during the first half of this year.
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Aberdeen’s MyFolio range increases allocations to infrastructure, real estate and short-dated bonds
Structural drivers underpin demand in global infrastructure and real estate, as equity return assumptions move lower, said Aberdeen Investments.
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JPMAM takes pro-risk tilt in multi-asset portfolios
Earnings momentum should support markets, says JP Morgan Asset Management’s Sylvia Sheng.
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LGI partners with BIBDS to launch Islamic income and growth fund
The Lion-BIBDS Islamic Income & Growth Fund is a globally diversified, shariah-compliant multi-asset fund built for regular income and long-term capital appreciation.
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Fidelity International: Beware of shifting equity bond correlations
Investors should prepare for more bouts of positively correlated equity and bond moves, according to Matthew Quaife, global head of multi asset investment management at Fidelity International.
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T. Rowe Price: EM concentration and correlation risks are underappreciated
Multi asset investors may be taking on more tech exposure than they realise in their emerging market equity allocations.
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UBS AM: Managing the ‘disconnect between the macro and micro’
A more granular, thematic approach is increasingly necessary for multi-asset investing, says UBS AM’s asset allocators.
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The top multi-asset funds that have delivered a smooth ride
FSA highlights 20 multi asset funds that outperformed with low volatility and drawdowns during the past two years.
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Morningstar: Multi-asset funds still struggle to beat benchmarks
Investors continued to pour money into cheaper options, the research found.
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The top 10 performing mixed asset funds of 2025
The top performers were Asia and emerging markets focused strategies.
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Fixed income dominated Asia fund flows in 2025 – Calastone
Asian investors prioritised stability and yield amid uncertainty, Calastone data found.
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Schroders: US equities continue to show potential
Gold and energy are defensive plays, says the investment manager.
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Lombard Odier PB expects an emerging markets revival
EM assets are among 10 of the private bank’s 2026 investment convictions.
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Allspring’s Sowerby: strong local presence is essential for success in Asia
Allspring Global Investment has rapidly set its foothold and plans to scale up in Asia Pacific, according to its MD and head of international client group, Andy Sowerby.
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TRP: AI drives market transformation, but valuation and inflation risks persist
Emerging market equities offer the best ratio between future earnings growth and valuations, according to T. Rowe Price.