Racson Capital’s real estate strategy anchored in discipline and alignment

Singapore based single family office Racson Capital is reinforcing its focus on real estate as a core pillar of multi-generational wealth creation.

Australia moves to shatter China’s rare earths dominance

Amid rising geopolitical tensions and a global push to diversify the critical elements, Australia is emerging as a full-cycle powerhouse.

Asian investors flock to European infrastructure debt

With rising yields, regulatory tailwinds, and sectoral diversity, Europe is emerging as a strategic destination for long-term capital deployment.

Taking a selective approach to European real estate

In a maturing private markets landscape, being selective counts. European real estate offers renewed opportunities for investors who take a disciplined, sector-specific approach as they eye assets with strong fundamentals and structural growth potential, according to specialists at Principal.

Resilient returns: unlocking fixed income’s potential in volatile times for Asian institutional investors

In the dynamic landscape of global fixed income (FI) markets, understanding the key drivers and effectively navigating volatility are crucial for achieving resilient returns – especially in today’s era, says Pilar Gomez-Bravo, co-chief investment officer, FI, at MFS Investment Management.

Global equity investing: where in the world are your returns coming from?

For PineBridge Investments, one of the most consistent sources of alpha historically has been to use a company’s lifecycle stage as a more accurate way to spot mispricings and identify growth prospects.

In conversation: Wellington Management on sourcing alpha amid market concentration

How can investors tackle a landscape of volatile markets, concentrated benchmarks and stock dispersion? Watch this video and read the views of Wellington Management’s Edward Baldini, portfolio manager, and Philip Li, investment director, on the importance of security selection in creating more potential for outperformance than sector allocation.

From uncertainty to upside: Why Asia allocators must look beyond the headlines

Asia’s markets continue to demonstrate a resilience shaped by discipline, adaptation and a shift in investor mindset. Amidst a backdrop of policy uncertainty, trade disruptions and shifting sentiment, how should investors be approaching the region today? AsianInvestor speaks to Vikas Pershad, portfolio manager, Asian equities at M&G Investments for his take on what is changing – and what still matters most.

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