Nuveen: Real estate has reached a turning point
Global real estate values have reset and income-led returns mean the investment window is still open, according to Nuveen’s real estate team.
Fixed Income
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AB: Stock/bond mix may not be enough for income investors
Stickier inflation and changing asset correlations mean income investors need to diversify their sources of yield without sacrificing exposure to long-term growth, say Karen Watkin and Fahd Malik.
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William Blair offers EM local FX debt fund in Taiwan
Real yields, diversification and improving fundamentals makes the asset class an attractive opportunity, says WBIM.
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Top Trumps: Asia Pacific fixed income – 6 August 2026
This week FSA compares two Asia Pacific bond funds: the BlackRock GF Asian High Yield Bond fund and the UBS (Lux) SICAV Asian High Yield Bond fund.
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Selectivity takes centre stage for fixed income investors
Higher yields have created potential opportunities across bond markets, but tight credit spreads and growing divergence between economies mean investors need to be increasingly selective, according to Ninghui Liu, head of investment strategy and research for State Street Investment Management in APAC.
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Top Trumps: Emerging markets fixed income – 30 July 2026
This week FSA compares two emerging markets bond funds: the AB Emerging Markets Debt Portfolio fund and the T. Rowe Price Emerging Markets Bond fund.
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BlackRock’s Stephen Gough: Fixed income is in a ‘golden age’
Asian bonds offer attractive yields, diversification and robust credit fundamentals, BlackRock’s Stephen Gough tells FSA.
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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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MFS launches euro credit short-term bond fund
The MFS Meridian Funds – Euro Credit Short Term Bond fund is available to retail investors in Singapore.
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Aviva Investors launches three fixed income funds
The launches reflect the evolution of fixed income from a purely defensive allocation, according to the team.
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Aberdeen partners with Heng An Standard Life for bond fund
The abrdn SICAV I – Global Enhanced Yield Bond fund is available under HASL Asia’s investment-linked assurance scheme in Hong Kong.
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Top Trumps: Global fixed income – 18 June 2026
This week FSA provides a quick comparison of two global fixed income funds: the Neuberger Global Flexible Credit Income fund and the PIMCO GIS Diversified Income fund.
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Aberdeen’s McCabe: Asia IG bonds offer ‘compelling risk-adjusted value’
Aberdeen Investments’ head of Apac fixed income, Adam McCabe, prefers high-quality, short-duration bonds.
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T. Rowe Price: Tech giants are offering up opportunities for yield
The AI build-out won’t be derailed by higher oil prices as US tech maintains capex plans.
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PGIM: public and private credit should be managed together in portfolios
The credit ecosystem in which the old lines of demarcation are becoming obsolete, argues John Vibert, head of credit at PGIM.
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Capital Group favours high yield and sees solid economic growth driven by AI
Tight credit spreads are not a concern, according to Capital Group fixed income portfolio manager Damien McCann.