APAC’s next cycle: AI, ETFs and alternatives reshape investor playbooks

APAC’s next cycle: AI, ETFs and alternatives reshape investor playbooks

Investor preferences are shifting quickly, but not always in the same direction. Asia Pacific (APAC) remains a region of sharply different market structures, distribution models and regulatory regimes, which means what works in one market may not translate cleanly to the next. Dan Watkins, CEO for Asia Pacific at J.P. Morgan Asset Management, says the job for asset managers is to stay close to how decisions are being made amid the increasing role of AI, active ETFs and private markets in portfolio conversations – and to execute well as playbooks change.

Rethinking global credit: Creating a new edge in a fragmented world

Global credit has reset – but the playbook has changed. Alpha will no longer come from simply accessing spread, but from integrating credit, rates and regional insights to navigate a more fragmented market, says Ian Hutchinson, Head of Global Bond Strategies – Benchmark, L&G.

Asia’s retirement systems face reset as longevity pressures grow

Manulife is proposing a new framework to modernise retirement systems in the region, to make them fit for purpose in a world where people live longer, retire earlier than expected and face uncertain outcomes in volatile markets.

Commercial real estate debt: A growing opportunity as markets reprice and yields rise

The commercial real estate (CRE) debt risk spectrum presents a range of opportunities for lenders. In this piece, Wellington Management examines the transitional lending market, highlighting what makes these assets attractive across market environments and how transitional CRE debt allocations fit within portfolios.

White Paper - Private markets in transition: From allocation to portfolio integration

A survey in Q1 2026 of more than 80 senior executives from 65 leading asset owners by AsianInvestor, in collaboration with Aberdeen Investments, reveals how investors in Asia Pacific are balancing returns, liquidity and capital efficiency in a more complex environment.