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 Oil price spike from Middle East tensions: Impact on Asia
Asia faces heightened economic vulnerability as escalating Middle East tensions and disruptions in key Gulf shipping lanes drive oil prices higher, threatening growth, inflation stability, and market performance across major import‑dependent economies.
March 5, 2026
Global Narratives and facts support non‑US stock markets
Markets are influenced by short‑term narratives and longer-term fundamentals. Emerging markets, Japan, and Europe have experienced improvements in both.
March 4, 2026
Global US-Israel Strikes on Iran: What investors need to know
Following the US-Israel strikes on Iran, we offer four possible scenarios for what we could face in the coming weeks and explore the possible reaction of various asset classes.
March 3, 2026
Enhancing institutional portfolio with CLO debt
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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.