Starting the Year on the Right Foot—How Asian Managers are Positioned for 2025
Asian equity and fixed income managers are positioning their portfolios differently across Asia.
As markets move into 2025, key concerns are shaping investment strategies. Equity managers are focused on China’s economic deceleration, Trump’s second US presidency, India’s high equity valuations, and the transformative impact of AI. Meanwhile, strong performance in the Asian high-yield market and interest rates weigh on fixed-income managers. What strategies should investors consider in response to these trends?
Our detailed report examines how Asian asset managers are positioning their equity and fixed-income portfolios in 2025, highlighting the key themes driving their decisions.
Download the report to learn how our insights can impact your fund investment strategy.
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