Starting 2026 on the Right Foot—How Asian Managers are Positioned for the Year Ahead

Discover where Asian equity and fixed income managers are positioning their portfolios.

Last year proved to be tumultuous for investors and portfolio managers alike as geopolitical tensions, trade negotiations, AI, and economic considerations weighed on Asian markets, and these factors are likely to retain their influence over both investors and the markets in 2026, too. This year, the question will be how the evolution of these factors will weigh on the markets, as well as where to invest across markets to maintain a diverse portfolio.

Our annual report analyses how Asian asset managers are positioning their equity and fixed-income portfolios in 2026, including the key themes driving their decisions, deeper insight into Asian market opportunities, and more. With market conditions still uncertain, understanding portfolio managers’ investment decisions and asset allocations can help you learn where you may want more or less exposure for your own portfolio management.

Access the report to leverage our investment management trends for your portfolio strategy.

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