Investment portfolios

Beyond public and private: How Asia’s institutions are rethinking portfolio construction

2026-10-25T08:01:00.000Z
Positive guidance still outnumbers negative guidance, and sell-side forecasts continue to point towards S&P 500 earnings per share of about US$420 by 2027.
RETHINKING MATTERS

The equity rally’s next test of wider participation

2026-10-23T07:00:00.000Z
Jenny Johnson, president and CEO of Franklin Templeton, says the company is committed to widening access to private assets among private-wealth and long-term retirement investors.

Markets can absorb current yields which are still ‘pretty normal’, says Franklin Templeton CEO

2026-10-13T09:55:31.000Z
Rising rates can pose inherent risks for global financial conditions, and affect companies that are vulnerable to higher costs of capital and rate volatility.
CIO CORNER

Good yield hunting: Building resilient portfolios

2026-10-13T07:13:04.000Z
Victor Aerni, chief executive officer, Pictet Wealth Management Asia.
SPONSORED

The age of longevity? Endowment-style investing for generations

2026-10-12T21:00:00.000Z
why is the Asean region currently a standout opportunity for retail investors who may be used to looking only at US or European markets?

Beyond the black box: Inside a glass-box approach to Asean investing

2026-10-11T21:00:00.000Z
The F1’s 4.927 km Marina Bay Street Circuit. Just as leadership on the track has shifted, equity markets have had a similar ebb and flow in sector dominance this year.

Who will lead the equity market’s next F1 lap?

2026-10-10T23:00:00.000Z
As with F1, few investors manage to consistently outperform the market over the long run.

The Formula 1 mindset that can help investors go further

2026-10-06T07:00:00.000Z
Is now the time for retail investors to lock in high fixed yields?

Is the 60/40 portfolio dead? Navigating rate hikes and oil shocks

2026-10-04T21:00:00.000Z
Hooman Kaveh, executive chairman of Marsh’s investment platform, says the total portfolio approach helps asset owners maximise their goals for the entire portfolio.

More asset owners may adopt ‘total portfolio approach’ to counter market concentration risk

2026-10-04T08:16:13.000Z