2026 Investment Outlook: Resilience and rebalancing
We believe the market can continue to rise in the new year, and we expect new opportunities to be unlocked as market leadership evolves.
Why consider emerging markets?
After a strong 2025, can emerging market stocks continue to outperform developed markets in the coming years? We believe they can, thanks to several structural reasons and cyclical factors.
Podcast: Institutional Conversations
Explore the trends that matter most to institutional asset owners across Asia - one episode at a time.
2026 Investment Outlook
Emerging Market Debt 2026 Investment Outlook
Emerging market (EM) central banks eased monetary policy in 2025, driven by disinflation and uneven growth. There is room for further rate cuts in 2026.
2026 Investment Outlook - Asia Equities
Asia equities enter 2026 with strong earnings prospects, policy support, and structural growth drivers. Opportunities span China, India, Korea, ASEAN, and AI innovation.
Keep up with the market
Global Assessing the short- and long-term implications of the Middle East conflict
Explore how rising geopolitical tensions, energy costs, and market uncertainty challenge investors—while history reminds us of the value of patience and long-term discipline.
March 23, 2026
Global The Big Picture: Looking beyond the fog of war 2026 Q2
The global economy is gaining momentum as financial conditions ease, economic signals improve, real wages rise, and policy remains supportive across major economies.
March 17, 2026
Global Economic and market signals stay steady despite oil shocks
Our preferred economic and market indicators have become more challenged, but they aren’t flashing clear warning signs yet.
March 17, 2026
Enhancing institutional portfolio with CLO debt
Yield isn’t found. It’s built.
Your trusted partner with private credit expertise built over 30 years.
China’s Innovation Economy
China tech series - Robotics has emerged as a key investment theme with multiple catalysts
China is emerging as a global leader in robotics, driven by strong policy support, rising demand, and advanced AI—creating major opportunities for long term investors.
China’s record trade surplus driven by strong exports, competitive RMB, and global trade shifts
China’s trade surplus reached a record USD 1.2 trillion in 2025, driven by export growth, a competitive RMB, and shifting global trade dynamics.
China outlook for 2026: Growth hits 5 % as AI investment emerges as a key driver
China met its 5% GDP growth target in 2025, led by exports and manufacturing. AI investment and policy support could lift growth and markets in 2026.
Korea Senior Living and Care Operation
South Korea is aging rapidly, with over 20% of its population now over 65 — a figure set to double by 2050. Yet, senior housing remains underdeveloped, with less than 1% penetration. In this video, Gideon Lee, Head of Acquisitions, Asia Pacific explores the need for quality elder care and how Invesco and Caredoc are stepping in to reshape the future of senior living.
A macro approach to navigating the business cycle
The drivers of asset prices and how to unlock their potential
How can we help?
Gain investment clarity in Asia Pacific through our research, specialized insights, and thought leadership.