How Are Asia Investors Positioning For What's Next | The Bid podcast

Описание: Global investors are rethinking diversification as APAC markets investing takes center stage. As monetary policies diverge and growth paths split across regions, Asia Pacific is emerging as a key source of resilience — and opportunity — in global portfolios.
In this episode of The Bid, host Oscar Pulido speaks with Alex Brazier, Global Head of Investment & Portfolio Solutions, and Navin Saigal, Head of Global Fixed Income for Asia Pacific. Joining from Singapore, they share on-the-ground insights into how investor sentiment, policy divergence, and portfolio positioning are evolving across the region.
Alex explains how investors’ appetite for risk has returned — with the strongest demand for equities and alternatives now coming from APAC.

Navin highlights why Asia’s fixed income markets have outperformed this year, as conservative fiscal policy and lower inflation have driven steady yields and strong demand. Together, they unpack what these shifts mean for APAC markets investing and global diversification.
Sources: BlackRock Investor Survey, September 2025

Key insights include:
• How global investors are reallocating toward Asia Pacific assets
• Why policy divergence between the U.S. and Asia is creating opportunities in fixed income
• The growing appeal of short-duration bonds and local-currency exposure
• How correlations between the U.S. dollar, equities, and bonds are shifting
• The renewed focus on gold and liquid alternatives as portfolio diversifiers

#asia #gold #fixedincome #asiainvesting

Written Disclosures In Episode Description:
This content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. Reference to any company or investment strategy mentioned is for illustrative purposes only and not investment advice.
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